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BOYER, INC. 401(K) PLAN 401k Plan overview

Plan NameBOYER, INC. 401(K) PLAN
Plan identification number 001

BOYER, 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

BOYER, INC. has sponsored the creation of one or more 401k plans.

Company Name:BOYER, INC.
Employer identification number (EIN):760181025
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Additional information about BOYER, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1986-03-13
Company Identification Number: 0078954400
Legal Registered Office Address: 8904 FAIRBANKS N HOUSTON RD

HOUSTON
United States of America (USA)
77064

More information about BOYER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOYER, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01DON STEPHENS
0012016-01-01DON STEPHENS
0012015-01-01DON STEPHENS
0012014-01-01DON STEPHENS
0012013-01-01SHANNON GREENSTREET
0012012-01-01WILLIAM O. FISCHER WILLIAM O. FISCHER2013-07-29
0012011-01-01WILLIAM O. FISCHER WILLIAM O. FISCHER2012-07-30
0012010-01-01WILLIAM O. FISCHER WILLIAM O. FISCHER2011-08-30
0012009-01-01WILLIAM O. FISCHER WILLIAM O. FISCHER2010-08-16

Plan Statistics for BOYER, INC. 401(K) PLAN

401k plan membership statisitcs for BOYER, INC. 401(K) PLAN

Measure Date Value
2022: BOYER, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01169
Total number of active participants reported on line 7a of the Form 55002022-01-01150
Number of retired or separated participants receiving benefits2022-01-0115
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01166
Number of participants with account balances2022-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: BOYER, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01180
Total number of active participants reported on line 7a of the Form 55002021-01-01157
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0111
Total of all active and inactive participants2021-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01169
Number of participants with account balances2021-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: BOYER, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01158
Total number of active participants reported on line 7a of the Form 55002020-01-01154
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0112
Total of all active and inactive participants2020-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01166
Number of participants with account balances2020-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: BOYER, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01168
Total number of active participants reported on line 7a of the Form 55002019-01-01145
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0110
Total of all active and inactive participants2019-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01155
Number of participants with account balances2019-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BOYER, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01176
Total number of active participants reported on line 7a of the Form 55002018-01-01157
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0111
Total of all active and inactive participants2018-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01168
Number of participants with account balances2018-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: BOYER, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01166
Total number of active participants reported on line 7a of the Form 55002017-01-01162
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0111
Total of all active and inactive participants2017-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01173
Number of participants with account balances2017-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BOYER, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01181
Total number of active participants reported on line 7a of the Form 55002016-01-01147
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01162
Number of participants with account balances2016-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BOYER, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01241
Total number of active participants reported on line 7a of the Form 55002015-01-01159
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0114
Total of all active and inactive participants2015-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01176
Number of participants with account balances2015-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: BOYER, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01235
Total number of active participants reported on line 7a of the Form 55002014-01-01222
Number of retired or separated participants receiving benefits2014-01-0112
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01234
Number of participants with account balances2014-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: BOYER, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01239
Total number of active participants reported on line 7a of the Form 55002013-01-01228
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01235
Number of participants with account balances2013-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BOYER, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01223
Total number of active participants reported on line 7a of the Form 55002012-01-01207
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01226
Number of participants with account balances2012-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: BOYER, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01229
Total number of active participants reported on line 7a of the Form 55002011-01-01203
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01218
Number of participants with account balances2011-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: BOYER, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01245
Total number of active participants reported on line 7a of the Form 55002010-01-01215
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0113
Total of all active and inactive participants2010-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01228
Number of participants with account balances2010-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: BOYER, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01234
Total number of active participants reported on line 7a of the Form 55002009-01-01241
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01244
Number of participants with account balances2009-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BOYER, INC. 401(K) PLAN

Measure Date Value
2022 : BOYER, 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$0
Total income from all sources (including contributions)2022-12-31$-958,060
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$114,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$53,898
Expenses. Certain deemed distributions of participant loans2022-12-31$38,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$660,246
Value of total assets at end of year2022-12-31$8,162,654
Value of total assets at beginning of year2022-12-31$9,235,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$22,877
Total interest from all sources2022-12-31$16,686
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$402,962
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$402,962
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$538,792
Participant contributions at end of year2022-12-31$323,439
Participant contributions at beginning of year2022-12-31$303,209
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$3,906
Total non interest bearing cash at end of year2022-12-31$3,652
Total non interest bearing cash at beginning of year2022-12-31$3,017
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,072,848
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,162,654
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,235,502
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
Investment advisory and management fees2022-12-31$22,577
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,494,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$8,807,703
Income. Interest from loans (other than to participants)2022-12-31$15,451
Interest earned on other investments2022-12-31$1,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$219,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,640,009
Net investment gain/loss from pooled separate accounts2022-12-31$-397,945
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$121,454
Employer contributions (assets) at end of year2022-12-31$121,454
Employer contributions (assets) at beginning of year2022-12-31$117,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$53,898
Contract administrator fees2022-12-31$300
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 name2022-12-31HARPER & PEARSON COMPANY PC
Accountancy firm EIN2022-12-31741695589
2021 : BOYER, 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$1,557,100
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$352,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$345,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$666,560
Value of total assets at end of year2021-12-31$9,235,502
Value of total assets at beginning of year2021-12-31$8,030,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,777
Total interest from all sources2021-12-31$12,609
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$545,652
Participant contributions at end of year2021-12-31$303,209
Participant contributions at beginning of year2021-12-31$251,227
Participant contributions at end of year2021-12-31$3,906
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,241
Administrative expenses (other) incurred2021-12-31$3,378
Total non interest bearing cash at end of year2021-12-31$3,017
Total non interest bearing cash at beginning of year2021-12-31$144
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$1,204,547
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,235,502
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,030,955
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
Investment advisory and management fees2021-12-31$3,399
Value of interest in pooled separate accounts at end of year2021-12-31$8,807,703
Value of interest in pooled separate accounts at beginning of year2021-12-31$7,671,445
Interest on participant loans2021-12-31$12,609
Net investment gain/loss from pooled separate accounts2021-12-31$877,931
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$117,667
Employer contributions (assets) at end of year2021-12-31$117,667
Employer contributions (assets) at beginning of year2021-12-31$108,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$345,776
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 name2021-12-31HARPER & PEARSON COMPANY PC
Accountancy firm EIN2021-12-31741695589
2020 : BOYER, 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$1,575,325
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$629,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$625,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$614,841
Value of total assets at end of year2020-12-31$8,030,955
Value of total assets at beginning of year2020-12-31$7,085,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,517
Total interest from all sources2020-12-31$12,657
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,378
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$1,378
Administrative expenses professional fees incurred2020-12-31$2,859
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$506,702
Participant contributions at end of year2020-12-31$251,227
Participant contributions at beginning of year2020-12-31$259,254
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$144
Total non interest bearing cash at beginning of year2020-12-31$285
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$945,689
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,030,955
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,085,266
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
Investment advisory and management fees2020-12-31$1,032
Value of interest in pooled separate accounts at end of year2020-12-31$7,671,445
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,696,099
Income. Interest from loans (other than to participants)2020-12-31$12,657
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$946,449
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$108,139
Employer contributions (assets) at end of year2020-12-31$108,139
Employer contributions (assets) at beginning of year2020-12-31$129,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$625,119
Contract administrator fees2020-12-31$626
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 name2020-12-31HARPER & PEARSON COMPANY PC
Accountancy firm EIN2020-12-31741695589
2019 : BOYER, 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$1,826,411
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$894,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$888,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$668,887
Value of total assets at end of year2019-12-31$7,085,266
Value of total assets at beginning of year2019-12-31$6,153,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,782
Total interest from all sources2019-12-31$15,242
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$2,904
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$539,259
Participant contributions at end of year2019-12-31$259,254
Participant contributions at beginning of year2019-12-31$284,833
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$285
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$931,633
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,085,266
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,153,633
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
Investment advisory and management fees2019-12-31$1,667
Value of interest in pooled separate accounts at end of year2019-12-31$6,696,099
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,757,407
Interest on participant loans2019-12-31$15,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$1,142,282
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$129,628
Employer contributions (assets) at end of year2019-12-31$129,628
Employer contributions (assets) at beginning of year2019-12-31$111,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$888,996
Contract administrator fees2019-12-31$1,211
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 name2019-12-31HARPER & PEARSON COMPANY PC
Accountancy firm EIN2019-12-31741695589
2018 : BOYER, 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$236,285
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$111,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$104,598
Value of total corrective distributions2018-12-31$1,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$604,068
Value of total assets at end of year2018-12-31$6,153,633
Value of total assets at beginning of year2018-12-31$6,028,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,316
Total interest from all sources2018-12-31$13,425
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$2,752
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$492,505
Participant contributions at end of year2018-12-31$284,833
Participant contributions at beginning of year2018-12-31$228,958
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$11
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$170
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$125,254
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,153,633
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,028,379
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
Investment advisory and management fees2018-12-31$1,680
Value of interest in pooled separate accounts at end of year2018-12-31$5,757,407
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,682,336
Interest on participant loans2018-12-31$13,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$155
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$155
Net investment gain/loss from pooled separate accounts2018-12-31$-381,208
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$111,393
Employer contributions (assets) at end of year2018-12-31$111,393
Employer contributions (assets) at beginning of year2018-12-31$116,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$104,598
Contract administrator fees2018-12-31$884
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 name2018-12-31HARPER & PEARSON COMPANY PC
Accountancy firm EIN2018-12-31741695589
2017 : BOYER, 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$1,264,492
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$330,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$310,920
Value of total corrective distributions2017-12-31$14,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$582,123
Value of total assets at end of year2017-12-31$6,028,379
Value of total assets at beginning of year2017-12-31$5,094,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,089
Total interest from all sources2017-12-31$10,955
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$2,765
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$465,600
Participant contributions at end of year2017-12-31$228,958
Participant contributions at beginning of year2017-12-31$174,930
Participant contributions at end of year2017-12-31$11
Participant contributions at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$934,295
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,028,379
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,094,084
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
Investment advisory and management fees2017-12-31$1,554
Value of interest in pooled separate accounts at end of year2017-12-31$5,682,336
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,830,724
Interest on participant loans2017-12-31$9,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$155
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$396
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$396
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,074
Net investment gain/loss from pooled separate accounts2017-12-31$671,414
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$116,523
Employer contributions (assets) at end of year2017-12-31$116,919
Employer contributions (assets) at beginning of year2017-12-31$88,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$310,920
Contract administrator fees2017-12-31$770
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 name2017-12-31HARPER & PEARSON COMPANY PC
Accountancy firm EIN2017-12-31741695589
2016 : BOYER, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$716,340
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$104,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$100,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$450,631
Value of total assets at end of year2016-12-31$5,094,084
Value of total assets at beginning of year2016-12-31$4,482,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,307
Total interest from all sources2016-12-31$8,719
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$2,465
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$362,597
Participant contributions at end of year2016-12-31$174,930
Participant contributions at beginning of year2016-12-31$142,793
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$7,744
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$611,898
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,094,084
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,482,186
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
Investment advisory and management fees2016-12-31$1,314
Value of interest in pooled separate accounts at end of year2016-12-31$4,830,724
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,250,280
Interest on participant loans2016-12-31$7,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$396
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$395
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$395
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,651
Net investment gain/loss from pooled separate accounts2016-12-31$256,990
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$88,034
Employer contributions (assets) at end of year2016-12-31$88,034
Employer contributions (assets) at beginning of year2016-12-31$80,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$100,135
Contract administrator fees2016-12-31$528
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 name2016-12-31HARPER & PEARSON COMPANY PC
Accountancy firm EIN2016-12-31741695589
2015 : BOYER, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$204,920
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
Total income from all sources (including contributions)2015-12-31$359,251
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$316,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$314,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$430,201
Value of total assets at end of year2015-12-31$4,482,186
Value of total assets at beginning of year2015-12-31$4,644,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,498
Total interest from all sources2015-12-31$8,284
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$50,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$348,984
Participant contributions at end of year2015-12-31$142,793
Participant contributions at beginning of year2015-12-31$215,674
Participant contributions at end of year2015-12-31$7,744
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$243
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
Value of net income/loss2015-12-31$42,502
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,482,186
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,644,604
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
Investment advisory and management fees2015-12-31$1,241
Value of interest in pooled separate accounts at end of year2015-12-31$4,250,280
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,428,535
Interest on participant loans2015-12-31$7,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$395
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$395
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$395
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$864
Net investment gain/loss from pooled separate accounts2015-12-31$-79,234
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
Contributions received in cash from employer2015-12-31$80,974
Employer contributions (assets) at end of year2015-12-31$80,974
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$314,251
Contract administrator fees2015-12-31$1,257
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
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 name2015-12-31HARPER & PEARSON COMPANY PC
Accountancy firm EIN2015-12-31741695589
2014 : BOYER, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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
Total income from all sources (including contributions)2014-12-31$614,336
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$417,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$414,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$421,919
Value of total assets at end of year2014-12-31$4,644,604
Value of total assets at beginning of year2014-12-31$4,447,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,090
Total interest from all sources2014-12-31$8,091
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$3,090
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$421,919
Participant contributions at end of year2014-12-31$215,674
Participant contributions at beginning of year2014-12-31$132,852
Participant contributions at end of year2014-12-31$0
Participant contributions 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
Value of net income/loss2014-12-31$197,176
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,644,604
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,447,428
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
Value of interest in pooled separate accounts at end of year2014-12-31$4,428,535
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,205,060
Interest on participant loans2014-12-31$8,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$395
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$395
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$395
Net investment gain/loss from pooled separate accounts2014-12-31$184,326
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
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$109,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$414,070
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
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 name2014-12-31HARPER & PEARSON COMPANY PC
Accountancy firm EIN2014-12-31741695589
2013 : BOYER, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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
Total income from all sources (including contributions)2013-12-31$1,069,048
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$414,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$396,475
Expenses. Certain deemed distributions of participant loans2013-12-31$10,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$504,713
Value of total assets at end of year2013-12-31$4,447,428
Value of total assets at beginning of year2013-12-31$3,793,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,123
Total interest from all sources2013-12-31$7,820
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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$395,592
Participant contributions at end of year2013-12-31$132,852
Participant contributions at beginning of year2013-12-31$144,039
Participant contributions at end of year2013-12-31$0
Participant contributions 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
Value of net income/loss2013-12-31$654,096
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,447,428
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,793,332
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
Value of interest in pooled separate accounts at end of year2013-12-31$4,205,060
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,645,550
Interest on participant loans2013-12-31$7,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$395
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$556,515
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
Contributions received in cash from employer2013-12-31$109,121
Employer contributions (assets) at end of year2013-12-31$109,121
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$396,475
Contract administrator fees2013-12-31$8,123
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
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 name2013-12-31HARPER & PEARSON COMPANY PC
Accountancy firm EIN2013-12-31741695589
2012 : BOYER, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$741,464
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$101,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$99,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$355,683
Value of total assets at end of year2012-12-31$3,793,332
Value of total assets at beginning of year2012-12-31$3,152,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,767
Total interest from all sources2012-12-31$7,037
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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$355,683
Participant contributions at end of year2012-12-31$144,039
Participant contributions at beginning of year2012-12-31$135,542
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$17,192
Administrative expenses (other) incurred2012-12-31$1,767
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$640,429
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,793,332
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,152,903
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 pooled separate accounts at end of year2012-12-31$3,645,550
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,996,508
Interest on participant loans2012-12-31$7,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,743
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,661
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$378,744
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$99,268
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 name2012-12-31HARPER & PEARSON COMPANY PC
Accountancy firm EIN2012-12-31741695589
2011 : BOYER, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$272,997
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$128,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$127,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$366,991
Value of total assets at end of year2011-12-31$3,152,903
Value of total assets at beginning of year2011-12-31$3,008,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,743
Total interest from all sources2011-12-31$5,910
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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$366,991
Participant contributions at end of year2011-12-31$135,542
Participant contributions at beginning of year2011-12-31$81,253
Participant contributions at end of year2011-12-31$17,192
Participant contributions at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$1,743
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$144,253
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,152,903
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,008,650
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 pooled separate accounts at end of year2011-12-31$2,996,508
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,925,112
Interest on participant loans2011-12-31$5,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,661
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-99,904
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$127,001
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 name2011-12-31HARPER & PEARSON COMPANY PC
Accountancy firm EIN2011-12-31741695589
2010 : BOYER, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$704,929
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$143,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$141,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$394,696
Value of total assets at end of year2010-12-31$3,008,650
Value of total assets at beginning of year2010-12-31$2,446,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,413
Total interest from all sources2010-12-31$4,635
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$1,413
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$394,696
Participant contributions at end of year2010-12-31$81,253
Participant contributions at beginning of year2010-12-31$105,484
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$4,373
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Other income not declared elsewhere2010-12-31$2,773
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$561,712
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,008,650
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,446,938
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 pooled separate accounts at end of year2010-12-31$2,925,112
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,337,081
Interest on participant loans2010-12-31$4,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,285
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$302,825
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$141,804
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 name2010-12-31HARPER & PEARSON COMPANY PC
Accountancy firm EIN2010-12-31741695589

Form 5500 Responses for BOYER, INC. 401(K) PLAN

2022: BOYER, 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BOYER, 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BOYER, 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BOYER, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BOYER, 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BOYER, 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BOYER, 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BOYER, 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BOYER, 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BOYER, 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BOYER, 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 is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BOYER, 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BOYER, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BOYER, 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 is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number79546
Policy instance 1
Insurance contract or identification number79546
Number of Individuals Covered97
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $797
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees797
Additional information about fees paid to insurance brokerTPA FEES AND OTHER ALLOWANCES
Insurance broker organization code?5
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number515839-01
Policy instance 2
Insurance contract or identification number515839-01
Number of Individuals Covered9
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerRECORDKEEPER
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number79546
Policy instance 1
Insurance contract or identification number79546
Number of Individuals Covered101
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $21,212
Total amount of fees paid to insurance companyUSD $9,057
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,010
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number79546
Policy instance 1
Insurance contract or identification number79546
Number of Individuals Covered101
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $17,468
Total amount of fees paid to insurance companyUSD $6,377
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,468
Insurance broker organization code?3
Amount paid for insurance broker fees6377
Additional information about fees paid to insurance brokerTPA FEES AND OTHER ALLOWANCES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number79546
Policy instance 1
Insurance contract or identification number79546
Number of Individuals Covered98
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $16,105
Total amount of fees paid to insurance companyUSD $6,289
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,105
Insurance broker organization code?3
Amount paid for insurance broker fees6289
Additional information about fees paid to insurance brokerTPA FEES AND OTHER ALLOWANCES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number79546
Policy instance 1
Insurance contract or identification number79546
Number of Individuals Covered104
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $14,892
Total amount of fees paid to insurance companyUSD $5,900
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,892
Insurance broker organization code?3
Amount paid for insurance broker fees5900
Additional information about fees paid to insurance brokerTPA FEES AND OTHER ALLOWANES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number79546
Policy instance 1
Insurance contract or identification number79546
Number of Individuals Covered100
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $13,230
Total amount of fees paid to insurance companyUSD $5,518
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,230
Insurance broker organization code?3
Amount paid for insurance broker fees5518
Additional information about fees paid to insurance brokerTPA FEES AND OTHER ALLOWANES
Insurance broker nameALLIANCE BENEFIT GROUP

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