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CP&Y, INC. 401(K) PLAN 401k Plan overview

Plan NameCP&Y, INC. 401(K) PLAN
Plan identification number 001

CP&Y, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

CP&Y, INC. has sponsored the creation of one or more 401k plans.

Company Name:CP&Y, INC.
Employer identification number (EIN):751720414
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about CP&Y, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1980-09-25
Company Identification Number: 0053351100
Legal Registered Office Address: 1820 REGAL ROW STE 200

DALLAS
United States of America (USA)
75235

More information about CP&Y, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CP&Y, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID HAYS SALLY SOLANO2018-08-30
0012016-01-01SALLY SOLANO
0012015-01-01DAVID HAYS
0012014-01-01DAVID HAYS
0012013-01-01DAVID HAYS
0012012-01-01DAVID HAYS DAVID HAYS2013-07-31
0012011-01-01DAVID HAYS
0012009-01-01DAVID HAYS

Plan Statistics for CP&Y, INC. 401(K) PLAN

401k plan membership statisitcs for CP&Y, INC. 401(K) PLAN

Measure Date Value
2023: CP&Y, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01522
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: CP&Y, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01522
Total number of active participants reported on line 7a of the Form 55002022-01-01377
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01151
Total of all active and inactive participants2022-01-01530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01531
Number of participants with account balances2022-01-01527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0144
2021: CP&Y, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01503
Total number of active participants reported on line 7a of the Form 55002021-01-01354
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01164
Total of all active and inactive participants2021-01-01521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01522
Number of participants with account balances2021-01-01517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0145
2020: CP&Y, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01485
Total number of active participants reported on line 7a of the Form 55002020-01-01358
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01142
Total of all active and inactive participants2020-01-01502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01503
Number of participants with account balances2020-01-01501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0135
2019: CP&Y, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01469
Total number of active participants reported on line 7a of the Form 55002019-01-01357
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01126
Total of all active and inactive participants2019-01-01485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01485
Number of participants with account balances2019-01-01483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0148
2018: CP&Y, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01394
Total number of active participants reported on line 7a of the Form 55002018-01-01349
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01117
Total of all active and inactive participants2018-01-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01469
Number of participants with account balances2018-01-01440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0135
2017: CP&Y, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01343
Total number of active participants reported on line 7a of the Form 55002017-01-01296
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0194
Total of all active and inactive participants2017-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01394
Number of participants with account balances2017-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0139
2016: CP&Y, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01210
Total number of active participants reported on line 7a of the Form 55002016-01-01264
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0177
Total of all active and inactive participants2016-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01343
Number of participants with account balances2016-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0124
2015: CP&Y, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01200
Total number of active participants reported on line 7a of the Form 55002015-01-01173
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01210
Number of participants with account balances2015-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: CP&Y, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01202
Total number of active participants reported on line 7a of the Form 55002014-01-01153
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0146
Total of all active and inactive participants2014-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01200
Number of participants with account balances2014-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: CP&Y, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01212
Total number of active participants reported on line 7a of the Form 55002013-01-01157
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0144
Total of all active and inactive participants2013-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01202
Number of participants with account balances2013-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: CP&Y, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01208
Total number of active participants reported on line 7a of the Form 55002012-01-01160
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0151
Total of all active and inactive participants2012-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01212
Number of participants with account balances2012-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: CP&Y, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01211
Total number of active participants reported on line 7a of the Form 55002011-01-01152
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0155
Total of all active and inactive participants2011-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01208
Number of participants with account balances2011-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2009: CP&Y, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01207
Total number of active participants reported on line 7a of the Form 55002009-01-01186
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0144
Total of all active and inactive participants2009-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01232
Number of participants with account balances2009-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on CP&Y, INC. 401(K) PLAN

Measure Date Value
2023 : CP&Y, INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-01-31$0
Total transfer of assets from this plan2023-01-31$69,256,986
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$0
Total income from all sources (including contributions)2023-01-31$4,242,538
Total loss/gain on sale of assets2023-01-31$0
Total of all expenses incurred2023-01-31$348,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-31$348,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-31$0
Value of total assets at end of year2023-01-31$0
Value of total assets at beginning of year2023-01-31$65,362,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-31$0
Total interest from all sources2023-01-31$1,473
Total dividends received (eg from common stock, registered investment company shares)2023-01-31$17,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-01-31$0
Total dividends received from registered investment company shares (eg mutual funds)2023-01-31$17,394
Was this plan covered by a fidelity bond2023-01-31Yes
Value of fidelity bond cover2023-01-31$500,000
If this is an individual account plan, was there a blackout period2023-01-31No
Were there any nonexempt tranactions with any party-in-interest2023-01-31No
Participant contributions at end of year2023-01-31$0
Participant contributions at beginning of year2023-01-31$289,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Value of net income/loss2023-01-31$3,894,017
Value of net assets at end of year (total assets less liabilities)2023-01-31$0
Value of net assets at beginning of year (total assets less liabilities)2023-01-31$65,362,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-31No
Were any leases to which the plan was party in default or uncollectible2023-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-31$59,186,852
Interest on participant loans2023-01-31$1,473
Value of interest in common/collective trusts at end of year2023-01-31$0
Value of interest in common/collective trusts at beginning of year2023-01-31$4,964,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-31$4,214,597
Net investment gain or loss from common/collective trusts2023-01-31$9,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-31No
Was there a failure to transmit to the plan any participant contributions2023-01-31No
Has the plan failed to provide any benefit when due under the plan2023-01-31No
Employer contributions (assets) at end of year2023-01-31$0
Employer contributions (assets) at beginning of year2023-01-31$922,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-31$348,521
Did the plan have assets held for investment2023-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-31Yes
Opinion of an independent qualified public accountant for this plan2023-01-31Unqualified
Accountancy firm name2023-01-31FARMER, FUQUA, HUFF, P.C.
Accountancy firm EIN2023-01-31752599166
2022 : CP&Y, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-4,050,133
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,038,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,026,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,561,015
Value of total assets at end of year2022-12-31$65,362,969
Value of total assets at beginning of year2022-12-31$72,451,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$11,481
Total interest from all sources2022-12-31$11,404
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,373,704
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$1,373,704
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$3,361,637
Participant contributions at end of year2022-12-31$289,248
Participant contributions at beginning of year2022-12-31$219,430
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,009,324
Administrative expenses (other) incurred2022-12-31$11,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,088,194
Value of net assets at end of year (total assets less liabilities)2022-12-31$65,362,969
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$72,451,163
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$59,186,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$66,679,357
Interest on participant loans2022-12-31$11,404
Value of interest in common/collective trusts at end of year2022-12-31$4,964,568
Value of interest in common/collective trusts at beginning of year2022-12-31$4,599,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,078,221
Net investment gain or loss from common/collective trusts2022-12-31$81,965
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$2,190,054
Employer contributions (assets) at end of year2022-12-31$922,301
Employer contributions (assets) at beginning of year2022-12-31$952,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,026,580
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 name2022-12-31FARMER, FUQUA, & HUFF, P.C.
Accountancy firm EIN2022-12-31752599166
2021 : CP&Y, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$16,847,245
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,766,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,755,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,925,557
Value of total assets at end of year2021-12-31$72,451,163
Value of total assets at beginning of year2021-12-31$63,370,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$11,011
Total interest from all sources2021-12-31$13,231
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,448,766
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$2,448,766
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,221,639
Participant contributions at end of year2021-12-31$219,430
Participant contributions at beginning of year2021-12-31$303,702
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,517,822
Administrative expenses (other) incurred2021-12-31$11,011
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$9,080,813
Value of net assets at end of year (total assets less liabilities)2021-12-31$72,451,163
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$63,370,350
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$66,679,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$59,032,885
Interest on participant loans2021-12-31$13,231
Value of interest in common/collective trusts at end of year2021-12-31$4,599,596
Value of interest in common/collective trusts at beginning of year2021-12-31$3,017,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,406,367
Net investment gain or loss from common/collective trusts2021-12-31$53,324
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$2,186,096
Employer contributions (assets) at end of year2021-12-31$952,780
Employer contributions (assets) at beginning of year2021-12-31$1,016,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,755,421
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 name2021-12-31FARMER, FUQUA, & HUFF, P.C.
Accountancy firm EIN2021-12-31752599166
2020 : CP&Y, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$16,340,054
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,739,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,729,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,698,597
Value of total assets at end of year2020-12-31$63,370,350
Value of total assets at beginning of year2020-12-31$50,769,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,620
Total interest from all sources2020-12-31$17,213
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,115,026
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$1,115,026
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,908,216
Participant contributions at end of year2020-12-31$303,702
Participant contributions at beginning of year2020-12-31$386,882
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$606,235
Administrative expenses (other) incurred2020-12-31$9,620
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$12,600,948
Value of net assets at end of year (total assets less liabilities)2020-12-31$63,370,350
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$50,769,402
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$59,032,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$46,322,544
Interest on participant loans2020-12-31$17,213
Value of interest in common/collective trusts at end of year2020-12-31$3,017,477
Value of interest in common/collective trusts at beginning of year2020-12-31$3,240,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,438,655
Net investment gain or loss from common/collective trusts2020-12-31$70,563
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$2,184,146
Employer contributions (assets) at end of year2020-12-31$1,016,286
Employer contributions (assets) at beginning of year2020-12-31$819,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,729,486
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FARMER, FUQUA, & HUFF, P.C.
Accountancy firm EIN2020-12-31752599166
2019 : CP&Y, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 income from all sources (including contributions)2019-12-31$14,417,386
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,895,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,886,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,542,941
Value of total assets at end of year2019-12-31$50,769,402
Value of total assets at beginning of year2019-12-31$40,247,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,170
Total interest from all sources2019-12-31$18,986
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,355,767
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$1,355,767
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,700,639
Participant contributions at end of year2019-12-31$386,882
Participant contributions at beginning of year2019-12-31$365,599
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$242,383
Administrative expenses (other) incurred2019-12-31$9,170
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$10,521,673
Value of net assets at end of year (total assets less liabilities)2019-12-31$50,769,402
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$40,247,729
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 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$46,322,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$35,493,871
Interest on participant loans2019-12-31$18,986
Value of interest in common/collective trusts at end of year2019-12-31$3,240,157
Value of interest in common/collective trusts at beginning of year2019-12-31$3,505,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,419,829
Net investment gain or loss from common/collective trusts2019-12-31$79,863
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,599,919
Employer contributions (assets) at end of year2019-12-31$819,819
Employer contributions (assets) at beginning of year2019-12-31$883,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,886,543
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FARMER, FUQUA, & HUFF, P.C.
Accountancy firm EIN2019-12-31752599166
2018 : CP&Y, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$2,595,525
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,381,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,373,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,624,836
Value of total assets at end of year2018-12-31$40,247,729
Value of total assets at beginning of year2018-12-31$40,033,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,748
Total interest from all sources2018-12-31$15,861
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,452,364
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$1,452,364
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,325,420
Participant contributions at end of year2018-12-31$365,599
Participant contributions at beginning of year2018-12-31$305,969
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$470,801
Other income not declared elsewhere2018-12-31$460
Administrative expenses (other) incurred2018-12-31$7,748
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$213,797
Value of net assets at end of year (total assets less liabilities)2018-12-31$40,247,729
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$40,033,932
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$35,493,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$35,606,392
Interest on participant loans2018-12-31$15,861
Value of interest in common/collective trusts at end of year2018-12-31$3,505,259
Value of interest in common/collective trusts at beginning of year2018-12-31$3,321,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,573,387
Net investment gain or loss from common/collective trusts2018-12-31$75,391
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$1,828,615
Employer contributions (assets) at end of year2018-12-31$883,000
Employer contributions (assets) at beginning of year2018-12-31$800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,373,980
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 name2018-12-31FARMER, FUQUA & HUFF, P.C.
Accountancy firm EIN2018-12-31752599166
2017 : CP&Y, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$10,067,667
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,317,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,301,143
Value of total corrective distributions2017-12-31$9,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,885,848
Value of total assets at end of year2017-12-31$40,033,932
Value of total assets at beginning of year2017-12-31$31,283,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,146
Total interest from all sources2017-12-31$15,098
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,117,407
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$1,117,407
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,101,911
Participant contributions at end of year2017-12-31$305,969
Participant contributions at beginning of year2017-12-31$334,890
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$144,023
Other income not declared elsewhere2017-12-31$956
Administrative expenses (other) incurred2017-12-31$6,146
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$8,750,398
Value of net assets at end of year (total assets less liabilities)2017-12-31$40,033,932
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$31,283,534
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$35,606,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$26,799,994
Interest on participant loans2017-12-31$15,098
Value of interest in common/collective trusts at end of year2017-12-31$3,321,571
Value of interest in common/collective trusts at beginning of year2017-12-31$3,498,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,982,871
Net investment gain or loss from common/collective trusts2017-12-31$65,487
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$1,639,914
Employer contributions (assets) at end of year2017-12-31$800,000
Employer contributions (assets) at beginning of year2017-12-31$650,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,301,143
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 name2017-12-31FARMER, FUQUA & HUFF PC
Accountancy firm EIN2017-12-31752599166
2016 : CP&Y, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$3,213,869
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$4,628,650
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,255,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,250,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,224,145
Value of total assets at end of year2016-12-31$31,283,534
Value of total assets at beginning of year2016-12-31$27,696,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,983
Total interest from all sources2016-12-31$11,463
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$686,801
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$686,801
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 period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,655,190
Participant contributions at end of year2016-12-31$334,890
Participant contributions at beginning of year2016-12-31$135,981
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$60,680
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$171,081
Administrative expenses (other) incurred2016-12-31$4,983
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$373,460
Value of net assets at end of year (total assets less liabilities)2016-12-31$31,283,534
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$27,696,205
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$26,799,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$23,295,658
Interest on participant loans2016-12-31$11,463
Value of interest in common/collective trusts at end of year2016-12-31$3,498,650
Value of interest in common/collective trusts at beginning of year2016-12-31$3,770,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$673,182
Net investment gain or loss from common/collective trusts2016-12-31$33,059
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$1,397,874
Employer contributions (assets) at end of year2016-12-31$650,000
Employer contributions (assets) at beginning of year2016-12-31$433,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,250,207
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31FARMER, FUQUA & HUFF PC
Accountancy firm EIN2016-12-31752599166
2015 : CP&Y, INC. 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,673,660
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,708,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,700,953
Expenses. Certain deemed distributions of participant loans2015-12-31$6,217
Value of total corrective distributions2015-12-31$512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,307,132
Value of total assets at end of year2015-12-31$27,696,205
Value of total assets at beginning of year2015-12-31$27,731,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,132
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$7,944
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,043,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,043,121
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,376,133
Participant contributions at end of year2015-12-31$135,981
Participant contributions at beginning of year2015-12-31$203,122
Participant contributions at end of year2015-12-31$60,680
Participant contributions at beginning of year2015-12-31$51,935
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$10,506
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$1,132
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-35,154
Value of net assets at end of year (total assets less liabilities)2015-12-31$27,696,205
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$27,731,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$23,295,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$24,172,029
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$7,883
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$3,770,707
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,935,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,935,756
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$61
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-718,956
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$34,419
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$920,493
Employer contributions (assets) at end of year2015-12-31$433,179
Employer contributions (assets) at beginning of year2015-12-31$368,517
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,700,953
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FARMER, FUQUA & HUFF PC
Accountancy firm EIN2015-12-31752599166
2014 : CP&Y, INC. 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,301,387
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,705,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,695,832
Expenses. Certain deemed distributions of participant loans2014-12-31$8,161
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,290,714
Value of total assets at end of year2014-12-31$27,731,359
Value of total assets at beginning of year2014-12-31$26,135,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,527
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$9,919
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,787,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,787,345
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,182,052
Participant contributions at end of year2014-12-31$203,122
Participant contributions at beginning of year2014-12-31$212,737
Participant contributions at end of year2014-12-31$51,935
Participant contributions at beginning of year2014-12-31$46,944
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$333,280
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$1,527
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$1,595,867
Value of net assets at end of year (total assets less liabilities)2014-12-31$27,731,359
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$26,135,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$24,172,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$22,777,458
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$9,642
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,935,756
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,730,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,730,824
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$277
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$213,409
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$775,382
Employer contributions (assets) at end of year2014-12-31$368,517
Employer contributions (assets) at beginning of year2014-12-31$367,529
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,695,832
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FARMER, FUQUA & HUFF PC
Accountancy firm EIN2014-12-31752599166
2013 : CP&Y, INC. 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$6,739,284
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,682,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,681,389
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,991,136
Value of total assets at end of year2013-12-31$26,135,492
Value of total assets at beginning of year2013-12-31$21,079,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,468
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$9,798
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,452,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,452,628
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,149,879
Participant contributions at end of year2013-12-31$212,737
Participant contributions at beginning of year2013-12-31$186,712
Participant contributions at end of year2013-12-31$46,944
Participant contributions at beginning of year2013-12-31$44,260
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$76,004
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$1,468
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$5,056,427
Value of net assets at end of year (total assets less liabilities)2013-12-31$26,135,492
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,079,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$22,777,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,782,151
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$9,495
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,730,824
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,799,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,799,723
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$303
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,285,722
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$765,253
Employer contributions (assets) at end of year2013-12-31$367,529
Employer contributions (assets) at beginning of year2013-12-31$266,219
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,681,389
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FARMER, FUQUA & HUFF PC
Accountancy firm EIN2013-12-31752599166
2012 : CP&Y, INC. 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,896,255
Total of all expenses incurred2012-12-31$1,094,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,097,222
Expenses. Certain deemed distributions of participant loans2012-12-31$-4,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,610,665
Value of total assets at end of year2012-12-31$21,079,065
Value of total assets at beginning of year2012-12-31$18,277,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,376
Total interest from all sources2012-12-31$7,825
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$465,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$465,428
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,021,738
Participant contributions at end of year2012-12-31$186,712
Participant contributions at beginning of year2012-12-31$145,941
Participant contributions at end of year2012-12-31$44,260
Participant contributions at beginning of year2012-12-31$40,201
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$10,737
Administrative expenses (other) incurred2012-12-31$1,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,801,859
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,079,065
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$18,277,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$18,782,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,937,258
Interest on participant loans2012-12-31$7,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,799,723
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,941,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,941,978
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$182
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,812,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$578,190
Employer contributions (assets) at end of year2012-12-31$266,219
Employer contributions (assets) at beginning of year2012-12-31$211,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,097,222
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FARMER, FUQUA & HUFF PC
Accountancy firm EIN2012-12-31752599166
2011 : CP&Y, INC. 401(K) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,041,282
Total of all expenses incurred2011-12-31$765,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$765,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,625,326
Value of total assets at end of year2011-12-31$18,277,206
Value of total assets at beginning of year2011-12-31$18,001,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$915
Total interest from all sources2011-12-31$8,369
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$424,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$424,724
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,035,160
Participant contributions at end of year2011-12-31$145,941
Participant contributions at beginning of year2011-12-31$162,907
Participant contributions at end of year2011-12-31$40,201
Participant contributions at beginning of year2011-12-31$92,318
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$64,574
Administrative expenses (other) incurred2011-12-31$915
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$275,308
Value of net assets at end of year (total assets less liabilities)2011-12-31$18,277,206
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$18,001,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$15,937,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$15,753,699
Interest on participant loans2011-12-31$8,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,941,978
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,613,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,613,594
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,017,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$525,592
Employer contributions (assets) at end of year2011-12-31$211,828
Employer contributions (assets) at beginning of year2011-12-31$379,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$765,059
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FARMER, FUQUA & HUFF, PC
Accountancy firm EIN2011-12-31752599166
2010 : CP&Y, INC. 401(K) PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,086,344
Total of all expenses incurred2010-12-31$1,537,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,529,915
Expenses. Certain deemed distributions of participant loans2010-12-31$6,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,073,343
Value of total assets at end of year2010-12-31$18,001,898
Value of total assets at beginning of year2010-12-31$15,453,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,435
Total interest from all sources2010-12-31$6,613
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$207,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$207,213
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,176,691
Participant contributions at end of year2010-12-31$162,907
Participant contributions at beginning of year2010-12-31$122,082
Participant contributions at end of year2010-12-31$92,318
Participant contributions at beginning of year2010-12-31$54,095
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$8,855
Administrative expenses (other) incurred2010-12-31$1,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,548,767
Value of net assets at end of year (total assets less liabilities)2010-12-31$18,001,898
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,453,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$15,753,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,696,091
Interest on participant loans2010-12-31$6,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,613,594
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,566,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,566,714
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$293
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,799,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$887,797
Employer contributions (assets) at end of year2010-12-31$379,380
Employer contributions (assets) at beginning of year2010-12-31$14,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,529,915
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FARMER, FUQUA & HUFF, PC
Accountancy firm EIN2010-12-31752599166
2009 : CP&Y, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CP&Y, INC. 401(K) PLAN

2023: CP&Y, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CP&Y, INC. 401(K) 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: CP&Y, INC. 401(K) 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: CP&Y, INC. 401(K) 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: CP&Y, INC. 401(K) 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: CP&Y, INC. 401(K) 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: CP&Y, INC. 401(K) 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: CP&Y, INC. 401(K) 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
2015: CP&Y, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CP&Y, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CP&Y, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CP&Y, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CP&Y, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CP&Y, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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