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EARL OWEN COMPANY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameEARL OWEN COMPANY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

EARL OWEN COMPANY, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EARL OWEN COMPANY has sponsored the creation of one or more 401k plans.

Company Name:EARL OWEN COMPANY
Employer identification number (EIN):751548733
NAIC Classification:423100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EARL OWEN COMPANY, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LISA BATSON
0012016-01-01LISA O. BATSON
0012015-01-01LISA BATSON2016-10-05
0012014-01-01JOYCE OWEN2015-08-27
0012013-01-01JOYCE OWEN2014-12-19
0012012-01-01JOYCE OWEN2013-10-11
0012011-01-01JOYCE OWEN2012-10-09
0012010-01-01JOYCE OWEN2011-08-15

Plan Statistics for EARL OWEN COMPANY, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for EARL OWEN COMPANY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: EARL OWEN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01158
Total number of active participants reported on line 7a of the Form 55002022-01-01117
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0133
Total of all active and inactive participants2022-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01152
Number of participants with account balances2022-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: EARL OWEN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01165
Total number of active participants reported on line 7a of the Form 55002021-01-01110
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0131
Total of all active and inactive participants2021-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01142
Number of participants with account balances2021-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: EARL OWEN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01155
Total number of active participants reported on line 7a of the Form 55002020-01-01126
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0127
Total of all active and inactive participants2020-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01153
Number of participants with account balances2020-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: EARL OWEN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01135
Total number of active participants reported on line 7a of the Form 55002019-01-01119
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0121
Total of all active and inactive participants2019-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01140
Number of participants with account balances2019-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: EARL OWEN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01132
Total number of active participants reported on line 7a of the Form 55002018-01-01108
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01124
Number of participants with account balances2018-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: EARL OWEN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01116
Total number of active participants reported on line 7a of the Form 55002017-01-0194
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01113
Number of participants with account balances2017-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: EARL OWEN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01130
Total number of active participants reported on line 7a of the Form 55002016-01-0188
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01106
Number of participants with account balances2016-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015

Financial Data on EARL OWEN COMPANY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : EARL OWEN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,190,074
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,635,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,551,344
Expenses. Certain deemed distributions of participant loans2022-12-31$3,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$830,129
Value of total assets at end of year2022-12-31$11,630,191
Value of total assets at beginning of year2022-12-31$17,456,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$80,609
Total interest from all sources2022-12-31$6,630
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$5,351
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$447,910
Participant contributions at end of year2022-12-31$148,690
Participant contributions at beginning of year2022-12-31$125,041
Other income not declared elsewhere2022-12-31$37,147
Administrative expenses (other) incurred2022-12-31$80,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,825,872
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,630,191
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,456,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$333,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$89,181
Interest on participant loans2022-12-31$6,630
Value of interest in common/collective trusts at end of year2022-12-31$11,147,689
Value of interest in common/collective trusts at beginning of year2022-12-31$17,241,841
Net investment gain or loss from common/collective trusts2022-12-31$-3,069,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$382,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,551,344
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HOWARD LLP
Accountancy firm EIN2022-12-31202257536
2021 : EARL OWEN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,120,837
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$598,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$505,551
Expenses. Certain deemed distributions of participant loans2021-12-31$4,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$868,183
Value of total assets at end of year2021-12-31$17,456,063
Value of total assets at beginning of year2021-12-31$14,933,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$87,894
Total interest from all sources2021-12-31$7,525
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$38,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$38,095
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$447,271
Participant contributions at end of year2021-12-31$125,041
Participant contributions at beginning of year2021-12-31$142,642
Other income not declared elsewhere2021-12-31$40,525
Administrative expenses (other) incurred2021-12-31$87,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,522,487
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,456,063
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,933,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$89,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,220,756
Interest on participant loans2021-12-31$7,525
Value of interest in common/collective trusts at end of year2021-12-31$17,241,841
Value of interest in common/collective trusts at beginning of year2021-12-31$6,570,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$462,130
Net investment gain or loss from common/collective trusts2021-12-31$1,704,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$420,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$505,551
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HOWARD LLP
Accountancy firm EIN2021-12-31202257536
2020 : EARL OWEN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,760,602
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,016,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$964,721
Expenses. Certain deemed distributions of participant loans2020-12-31$9,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$771,628
Value of total assets at end of year2020-12-31$14,933,576
Value of total assets at beginning of year2020-12-31$13,189,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$42,796
Total interest from all sources2020-12-31$7,074
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$413,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$413,266
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$411,349
Participant contributions at end of year2020-12-31$142,642
Participant contributions at beginning of year2020-12-31$144,798
Other income not declared elsewhere2020-12-31$16,638
Administrative expenses (other) incurred2020-12-31$42,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,743,767
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,933,576
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,189,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,220,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,045,011
Interest on participant loans2020-12-31$7,074
Value of interest in common/collective trusts at end of year2020-12-31$6,570,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$408,435
Net investment gain or loss from common/collective trusts2020-12-31$1,143,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$360,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$964,721
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HOWARD, LLP
Accountancy firm EIN2020-12-31202257536
2019 : EARL OWEN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,960,036
Total income from all sources (including contributions)2019-12-31$2,960,036
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$287,743
Total of all expenses incurred2019-12-31$287,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$275,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$275,529
Expenses. Certain deemed distributions of participant loans2019-12-31$341
Expenses. Certain deemed distributions of participant loans2019-12-31$341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$739,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$739,018
Value of total assets at end of year2019-12-31$13,189,809
Value of total assets at end of year2019-12-31$13,189,809
Value of total assets at beginning of year2019-12-31$10,517,516
Value of total assets at beginning of year2019-12-31$10,517,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,873
Total interest from all sources2019-12-31$8,076
Total interest from all sources2019-12-31$8,076
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$543,904
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$543,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$543,904
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$543,904
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$393,036
Contributions received from participants2019-12-31$393,036
Participant contributions at end of year2019-12-31$144,798
Participant contributions at end of year2019-12-31$144,798
Participant contributions at beginning of year2019-12-31$157,814
Participant contributions at beginning of year2019-12-31$157,814
Other income not declared elsewhere2019-12-31$2,844
Other income not declared elsewhere2019-12-31$2,844
Administrative expenses (other) incurred2019-12-31$11,873
Administrative expenses (other) incurred2019-12-31$11,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,672,293
Value of net income/loss2019-12-31$2,672,293
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,189,809
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,189,809
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,517,516
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,517,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,045,011
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,045,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,359,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,359,702
Interest on participant loans2019-12-31$8,076
Interest on participant loans2019-12-31$8,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,666,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,666,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$345,982
Contributions received in cash from employer2019-12-31$345,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$275,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$275,529
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HOWARD, LLP
Accountancy firm name2019-12-31HOWARD, LLP
Accountancy firm EIN2019-12-31202257536
Accountancy firm EIN2019-12-31202257536
2018 : EARL OWEN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$45,591
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$307,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$297,334
Expenses. Certain deemed distributions of participant loans2018-12-31$496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$642,776
Value of total assets at end of year2018-12-31$10,517,516
Value of total assets at beginning of year2018-12-31$10,779,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,505
Total interest from all sources2018-12-31$8,104
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$726,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$726,730
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$320,059
Participant contributions at end of year2018-12-31$157,814
Participant contributions at beginning of year2018-12-31$158,166
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$12,510
Administrative expenses (other) incurred2018-12-31$9,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-261,744
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,517,516
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,779,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,359,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,621,094
Interest on participant loans2018-12-31$8,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,332,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$310,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$297,334
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HOWARD, LLP
Accountancy firm EIN2018-12-31202257536
2017 : EARL OWEN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,272,492
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$283,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$269,168
Expenses. Certain deemed distributions of participant loans2017-12-31$10,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$700,411
Value of total assets at end of year2017-12-31$10,779,260
Value of total assets at beginning of year2017-12-31$8,790,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,240
Total interest from all sources2017-12-31$3,677
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$544,812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$544,812
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$266,153
Participant contributions at end of year2017-12-31$158,166
Participant contributions at beginning of year2017-12-31$51,167
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$149,937
Other income not declared elsewhere2017-12-31$638
Administrative expenses (other) incurred2017-12-31$4,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,988,546
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,779,260
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,790,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,621,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,739,547
Interest on participant loans2017-12-31$3,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,022,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$284,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$269,168
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HOWARD, LLP
Accountancy firm EIN2017-12-31202257536
2016 : EARL OWEN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$1,032
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,265,338
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$632,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$628,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$596,021
Value of total assets at end of year2016-12-31$8,790,714
Value of total assets at beginning of year2016-12-31$8,156,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,392
Total interest from all sources2016-12-31$3,180
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$366,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$366,257
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$186,444
Participant contributions at end of year2016-12-31$51,167
Participant contributions at beginning of year2016-12-31$79,481
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$50,721
Administrative expenses (other) incurred2016-12-31$3,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$633,150
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,790,714
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,156,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,739,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,077,051
Interest on participant loans2016-12-31$3,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$299,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$358,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$628,796
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HOWARD, LLP
Accountancy firm EIN2016-12-31202257536

Form 5500 Responses for EARL OWEN COMPANY, INC. 401(K) PROFIT SHARING PLAN

2022: EARL OWEN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EARL OWEN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EARL OWEN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EARL OWEN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EARL OWEN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EARL OWEN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EARL OWEN COMPANY, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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