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Plan Name | WOOD BROS., INC. PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | WOOD BROS., INC. |
Employer identification number (EIN): | 770201650 |
NAIC Classification: | 237990 |
NAIC Description: | Other Heavy and Civil Engineering Construction |
Additional information about WOOD BROS., INC.
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 1999-11-05 |
Company Identification Number: | 601991365 |
Legal Registered Office Address: |
9410 NE 96TH ST VANCOUVER United States of America (USA) 98662 |
More information about WOOD BROS., INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-10-01 | ||||
001 | 2020-10-01 | ||||
001 | 2019-10-01 | ||||
001 | 2018-10-01 | ||||
001 | 2017-10-01 | ||||
001 | 2016-10-01 | ||||
001 | 2015-10-01 | ||||
001 | 2014-10-01 | ||||
001 | 2013-10-01 | ||||
001 | 2012-10-01 | RICHARD AUNE | |||
001 | 2011-10-01 | RICHARD AUNE | |||
001 | 2009-10-01 | RICHARD AUNE | |||
001 | 2008-10-01 |
Measure | Date | Value |
---|---|---|
2015: WOOD BROS., INC. PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-10-01 | 117 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 56 |
Number of retired or separated participants receiving benefits | 2015-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 37 |
Total of all active and inactive participants | 2015-10-01 | 93 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-10-01 | 0 |
Total participants | 2015-10-01 | 93 |
Number of participants with account balances | 2015-10-01 | 89 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-10-01 | 5 |
2014: WOOD BROS., INC. PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-10-01 | 126 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 101 |
Number of retired or separated participants receiving benefits | 2014-10-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 22 |
Total of all active and inactive participants | 2014-10-01 | 125 |
Total participants | 2014-10-01 | 125 |
Number of participants with account balances | 2014-10-01 | 117 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 6 |
2013: WOOD BROS., INC. PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-10-01 | 144 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 111 |
Number of retired or separated participants receiving benefits | 2013-10-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 10 |
Total of all active and inactive participants | 2013-10-01 | 124 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 0 |
Total participants | 2013-10-01 | 124 |
Number of participants with account balances | 2013-10-01 | 114 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 3 |
2012: WOOD BROS., INC. PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-10-01 | 137 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 128 |
Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 13 |
Total of all active and inactive participants | 2012-10-01 | 141 |
Total participants | 2012-10-01 | 141 |
Number of participants with account balances | 2012-10-01 | 135 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 4 |
2011: WOOD BROS., INC. PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-10-01 | 162 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 132 |
Number of retired or separated participants receiving benefits | 2011-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 9 |
Total of all active and inactive participants | 2011-10-01 | 141 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 0 |
Total participants | 2011-10-01 | 141 |
Number of participants with account balances | 2011-10-01 | 133 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 2 |
2009: WOOD BROS., INC. PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-10-01 | 169 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 129 |
Number of retired or separated participants receiving benefits | 2009-10-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 20 |
Total of all active and inactive participants | 2009-10-01 | 152 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
Total participants | 2009-10-01 | 152 |
Number of participants with account balances | 2009-10-01 | 148 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 7 |
Measure | Date | Value |
---|---|---|
2016 : WOOD BROS., INC. PROFIT SHARING PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-09-30 | $83,166 |
Total unrealized appreciation/depreciation of assets | 2016-09-30 | $83,166 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-09-30 | $14,797 |
Total income from all sources (including contributions) | 2016-09-30 | $557,443 |
Total of all expenses incurred | 2016-09-30 | $2,434,564 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-09-30 | $2,401,241 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-09-30 | $282,552 |
Value of total assets at end of year | 2016-09-30 | $3,919,179 |
Value of total assets at beginning of year | 2016-09-30 | $5,811,097 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-09-30 | $33,323 |
Total interest from all sources | 2016-09-30 | $6,730 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-09-30 | $176,172 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-09-30 | $16,690 |
Was this plan covered by a fidelity bond | 2016-09-30 | Yes |
Value of fidelity bond cover | 2016-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-09-30 | No |
Participant contributions at end of year | 2016-09-30 | $114,911 |
Participant contributions at beginning of year | 2016-09-30 | $248,016 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-09-30 | $7,838 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-09-30 | $5,899 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-09-30 | $14,797 |
Total non interest bearing cash at beginning of year | 2016-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-09-30 | No |
Value of net income/loss | 2016-09-30 | $-1,877,121 |
Value of net assets at end of year (total assets less liabilities) | 2016-09-30 | $3,919,179 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-09-30 | $5,796,300 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-09-30 | No |
Assets. partnership/joint venture interests at beginning of year | 2016-09-30 | $298,570 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-09-30 | $3,671,068 |
Interest on participant loans | 2016-09-30 | $6,730 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-09-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-09-30 | $109,994 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-09-30 | $109,994 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-09-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-09-30 | $54,604 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-09-30 | $8,823 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-09-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-09-30 | No |
Contributions received in cash from employer | 2016-09-30 | $282,552 |
Employer contributions (assets) at end of year | 2016-09-30 | $70,758 |
Employer contributions (assets) at beginning of year | 2016-09-30 | $178,897 |
Income. Dividends from common stock | 2016-09-30 | $159,482 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-09-30 | $2,401,241 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-09-30 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-09-30 | $1,486,969 |
Contract administrator fees | 2016-09-30 | $33,323 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-09-30 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-09-30 | $3,482,752 |
Did the plan have assets held for investment | 2016-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-09-30 | Disclaimer |
Accountancy firm name | 2016-09-30 | BASTRIRE EDWARDS, CPAS |
Accountancy firm EIN | 2016-09-30 | 770262881 |
2015 : WOOD BROS., INC. PROFIT SHARING PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-09-30 | $-521,093 |
Total unrealized appreciation/depreciation of assets | 2015-09-30 | $-521,093 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $14,797 |
Total income from all sources (including contributions) | 2015-09-30 | $261,434 |
Total loss/gain on sale of assets | 2015-09-30 | $38,769 |
Total of all expenses incurred | 2015-09-30 | $744,025 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-09-30 | $690,589 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-09-30 | $543,298 |
Value of total assets at end of year | 2015-09-30 | $5,811,097 |
Value of total assets at beginning of year | 2015-09-30 | $6,278,891 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-09-30 | $53,436 |
Total interest from all sources | 2015-09-30 | $114,897 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-09-30 | $85,563 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-09-30 | No |
Administrative expenses professional fees incurred | 2015-09-30 | $49,516 |
Was this plan covered by a fidelity bond | 2015-09-30 | Yes |
Value of fidelity bond cover | 2015-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-09-30 | No |
Participant contributions at end of year | 2015-09-30 | $248,016 |
Participant contributions at beginning of year | 2015-09-30 | $335,932 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-09-30 | $5,899 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-09-30 | $6,601 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-09-30 | $14,797 |
Administrative expenses (other) incurred | 2015-09-30 | $3,920 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
Value of net income/loss | 2015-09-30 | $-482,591 |
Value of net assets at end of year (total assets less liabilities) | 2015-09-30 | $5,796,300 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-09-30 | $6,278,891 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-09-30 | No |
Assets. partnership/joint venture interests at end of year | 2015-09-30 | $298,570 |
Assets. partnership/joint venture interests at beginning of year | 2015-09-30 | $280,075 |
Interest on participant loans | 2015-09-30 | $11,930 |
Interest earned on other investments | 2015-09-30 | $19,633 |
Income. Interest from corporate debt instruments | 2015-09-30 | $83,334 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-09-30 | $109,994 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-09-30 | $120,402 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-09-30 | $120,402 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-09-30 | No |
Contributions received in cash from employer | 2015-09-30 | $543,298 |
Employer contributions (assets) at end of year | 2015-09-30 | $178,897 |
Employer contributions (assets) at beginning of year | 2015-09-30 | $96,985 |
Income. Dividends from common stock | 2015-09-30 | $85,563 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-09-30 | $690,589 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-09-30 | $1,486,969 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-09-30 | $1,616,468 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-09-30 | $3,482,752 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-09-30 | $3,822,428 |
Did the plan have assets held for investment | 2015-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-09-30 | No |
Aggregate proceeds on sale of assets | 2015-09-30 | $38,769 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-09-30 | Disclaimer |
Accountancy firm name | 2015-09-30 | BASTIRE EDWARDS, CPAS |
Accountancy firm EIN | 2015-09-30 | 770262881 |
2014 : WOOD BROS., INC. PROFIT SHARING PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-09-30 | $125,523 |
Total unrealized appreciation/depreciation of assets | 2014-09-30 | $125,523 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $0 |
Total income from all sources (including contributions) | 2014-09-30 | $893,168 |
Total loss/gain on sale of assets | 2014-09-30 | $76,479 |
Total of all expenses incurred | 2014-09-30 | $999,083 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-09-30 | $941,629 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-09-30 | $344,174 |
Value of total assets at end of year | 2014-09-30 | $6,278,891 |
Value of total assets at beginning of year | 2014-09-30 | $6,384,806 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-09-30 | $57,454 |
Total interest from all sources | 2014-09-30 | $250,220 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-09-30 | $96,772 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-09-30 | No |
Assets. Real estate other than employer real property at end of year | 2014-09-30 | $280,075 |
Administrative expenses professional fees incurred | 2014-09-30 | $6,050 |
Was this plan covered by a fidelity bond | 2014-09-30 | Yes |
Value of fidelity bond cover | 2014-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-09-30 | No |
Participant contributions at end of year | 2014-09-30 | $335,932 |
Participant contributions at beginning of year | 2014-09-30 | $269,622 |
Participant contributions at end of year | 2014-09-30 | $6,601 |
Participant contributions at beginning of year | 2014-09-30 | $30,545 |
Administrative expenses (other) incurred | 2014-09-30 | $2,468 |
Total non interest bearing cash at end of year | 2014-09-30 | $0 |
Total non interest bearing cash at beginning of year | 2014-09-30 | $750 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
Value of net income/loss | 2014-09-30 | $-105,915 |
Value of net assets at end of year (total assets less liabilities) | 2014-09-30 | $6,278,891 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-09-30 | $6,384,806 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-09-30 | No |
Interest on participant loans | 2014-09-30 | $11,177 |
Interest earned on other investments | 2014-09-30 | $5,985 |
Income. Interest from corporate debt instruments | 2014-09-30 | $233,055 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-09-30 | $120,402 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-09-30 | $213,275 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-09-30 | $213,275 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-09-30 | $3 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-09-30 | No |
Contributions received in cash from employer | 2014-09-30 | $344,174 |
Employer contributions (assets) at end of year | 2014-09-30 | $96,985 |
Employer contributions (assets) at beginning of year | 2014-09-30 | $99,644 |
Income. Dividends from common stock | 2014-09-30 | $96,772 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-09-30 | $941,629 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-09-30 | $1,616,468 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-09-30 | $1,495,532 |
Contract administrator fees | 2014-09-30 | $48,936 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-09-30 | $3,822,428 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-09-30 | $4,275,438 |
Did the plan have assets held for investment | 2014-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-09-30 | No |
Aggregate proceeds on sale of assets | 2014-09-30 | $76,479 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-09-30 | Disclaimer |
Accountancy firm name | 2014-09-30 | BASTIRE EDWARDS, CPAS |
Accountancy firm EIN | 2014-09-30 | 770262881 |
2013 : WOOD BROS., INC. PROFIT SHARING PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-09-30 | $149,291 |
Total unrealized appreciation/depreciation of assets | 2013-09-30 | $149,291 |
Total income from all sources (including contributions) | 2013-09-30 | $1,208,115 |
Total loss/gain on sale of assets | 2013-09-30 | $446,253 |
Total of all expenses incurred | 2013-09-30 | $342,246 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-09-30 | $296,197 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-09-30 | $403,948 |
Value of total assets at end of year | 2013-09-30 | $6,384,806 |
Value of total assets at beginning of year | 2013-09-30 | $5,518,937 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-09-30 | $46,049 |
Total interest from all sources | 2013-09-30 | $105,920 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-09-30 | $102,703 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-09-30 | No |
Administrative expenses professional fees incurred | 2013-09-30 | $1,870 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-09-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-09-30 | $74,560 |
Was this plan covered by a fidelity bond | 2013-09-30 | Yes |
Value of fidelity bond cover | 2013-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-09-30 | No |
Participant contributions at end of year | 2013-09-30 | $269,622 |
Participant contributions at beginning of year | 2013-09-30 | $286,128 |
Participant contributions at end of year | 2013-09-30 | $30,545 |
Participant contributions at beginning of year | 2013-09-30 | $6,963 |
Administrative expenses (other) incurred | 2013-09-30 | $1,100 |
Total non interest bearing cash at end of year | 2013-09-30 | $750 |
Total non interest bearing cash at beginning of year | 2013-09-30 | $-633 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
Value of net income/loss | 2013-09-30 | $865,869 |
Value of net assets at end of year (total assets less liabilities) | 2013-09-30 | $6,384,806 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-09-30 | $5,518,937 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-09-30 | No |
Assets. partnership/joint venture interests at end of year | 2013-09-30 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2013-09-30 | $146,950 |
Investment advisory and management fees | 2013-09-30 | $43,079 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-09-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-09-30 | $88,960 |
Interest on participant loans | 2013-09-30 | $13,804 |
Income. Interest from loans (other than to participants) | 2013-09-30 | $0 |
Income. Interest from corporate debt instruments | 2013-09-30 | $92,052 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-09-30 | $213,275 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-09-30 | $757,859 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-09-30 | $757,859 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-09-30 | $64 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-09-30 | No |
Contributions received in cash from employer | 2013-09-30 | $403,948 |
Employer contributions (assets) at end of year | 2013-09-30 | $99,644 |
Employer contributions (assets) at beginning of year | 2013-09-30 | $72,736 |
Income. Dividends from preferred stock | 2013-09-30 | $2,375 |
Income. Dividends from common stock | 2013-09-30 | $100,328 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-09-30 | $296,197 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-09-30 | $1,495,532 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-09-30 | $1,459,387 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-09-30 | $4,275,438 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-09-30 | $2,626,027 |
Did the plan have assets held for investment | 2013-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-09-30 | No |
Aggregate proceeds on sale of assets | 2013-09-30 | $446,253 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-09-30 | Disclaimer |
Accountancy firm name | 2013-09-30 | BASTIRE EDWARDS, CPAS |
Accountancy firm EIN | 2013-09-30 | 770262881 |
2012 : WOOD BROS., INC. PROFIT SHARING PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2012-09-30 | $705,751 |
Total unrealized appreciation/depreciation of assets | 2012-09-30 | $705,751 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $0 |
Total income from all sources (including contributions) | 2012-09-30 | $1,304,460 |
Total loss/gain on sale of assets | 2012-09-30 | $20,362 |
Total of all expenses incurred | 2012-09-30 | $394,418 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-09-30 | $350,541 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-09-30 | $380,406 |
Value of total assets at end of year | 2012-09-30 | $5,518,937 |
Value of total assets at beginning of year | 2012-09-30 | $4,608,895 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-09-30 | $43,877 |
Total interest from all sources | 2012-09-30 | $88,827 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-09-30 | $92,370 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-09-30 | $3,960 |
Administrative expenses professional fees incurred | 2012-09-30 | $4,620 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2012-09-30 | $74,560 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2012-09-30 | $42,096 |
Was this plan covered by a fidelity bond | 2012-09-30 | Yes |
Value of fidelity bond cover | 2012-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-09-30 | No |
Participant contributions at end of year | 2012-09-30 | $286,128 |
Participant contributions at beginning of year | 2012-09-30 | $233,330 |
Participant contributions at end of year | 2012-09-30 | $6,963 |
Participant contributions at beginning of year | 2012-09-30 | $6,564 |
Other income not declared elsewhere | 2012-09-30 | $3,000 |
Administrative expenses (other) incurred | 2012-09-30 | $1,026 |
Total non interest bearing cash at end of year | 2012-09-30 | $-633 |
Total non interest bearing cash at beginning of year | 2012-09-30 | $170 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
Value of net income/loss | 2012-09-30 | $910,042 |
Value of net assets at end of year (total assets less liabilities) | 2012-09-30 | $5,518,937 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-09-30 | $4,608,895 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-09-30 | No |
Assets. partnership/joint venture interests at end of year | 2012-09-30 | $146,950 |
Assets. partnership/joint venture interests at beginning of year | 2012-09-30 | $347,105 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-09-30 | $88,960 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-09-30 | $70,120 |
Interest on participant loans | 2012-09-30 | $14,538 |
Income. Interest from corporate debt instruments | 2012-09-30 | $74,232 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-09-30 | $757,859 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-09-30 | $353,455 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-09-30 | $353,455 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-09-30 | $57 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-09-30 | $13,744 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-09-30 | No |
Contributions received in cash from employer | 2012-09-30 | $380,406 |
Employer contributions (assets) at end of year | 2012-09-30 | $72,736 |
Employer contributions (assets) at beginning of year | 2012-09-30 | $75,758 |
Income. Dividends from preferred stock | 2012-09-30 | $4,750 |
Income. Dividends from common stock | 2012-09-30 | $83,660 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-09-30 | $350,541 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-09-30 | $1,459,387 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-09-30 | $1,107,980 |
Contract administrator fees | 2012-09-30 | $38,231 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-09-30 | $2,626,027 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-09-30 | $2,372,317 |
Did the plan have assets held for investment | 2012-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-09-30 | No |
Aggregate proceeds on sale of assets | 2012-09-30 | $20,362 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-09-30 | Disclaimer |
Accountancy firm name | 2012-09-30 | BASTIRE EDWARDS, CPAS |
Accountancy firm EIN | 2012-09-30 | 770262881 |
2011 : WOOD BROS., INC. PROFIT SHARING PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2011-09-30 | $-415,740 |
Total unrealized appreciation/depreciation of assets | 2011-09-30 | $-415,740 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $0 |
Total income from all sources (including contributions) | 2011-09-30 | $189,587 |
Total loss/gain on sale of assets | 2011-09-30 | $74,557 |
Total of all expenses incurred | 2011-09-30 | $529,482 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-09-30 | $486,815 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-09-30 | $348,488 |
Value of total assets at end of year | 2011-09-30 | $4,608,895 |
Value of total assets at beginning of year | 2011-09-30 | $4,948,790 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-09-30 | $42,667 |
Total interest from all sources | 2011-09-30 | $100,561 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-09-30 | $60,545 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-09-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2011-09-30 | $42,096 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2011-09-30 | $82,680 |
Was this plan covered by a fidelity bond | 2011-09-30 | Yes |
Value of fidelity bond cover | 2011-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-09-30 | No |
Participant contributions at end of year | 2011-09-30 | $233,330 |
Participant contributions at beginning of year | 2011-09-30 | $230,783 |
Participant contributions at end of year | 2011-09-30 | $6,564 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-09-30 | $761 |
Assets. Loans (other than to participants) at end of year | 2011-09-30 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2011-09-30 | $0 |
Other income not declared elsewhere | 2011-09-30 | $15,266 |
Administrative expenses (other) incurred | 2011-09-30 | $1,177 |
Total non interest bearing cash at end of year | 2011-09-30 | $170 |
Total non interest bearing cash at beginning of year | 2011-09-30 | $65,880 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
Value of net income/loss | 2011-09-30 | $-339,895 |
Value of net assets at end of year (total assets less liabilities) | 2011-09-30 | $4,608,895 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-09-30 | $4,948,790 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-09-30 | No |
Assets. partnership/joint venture interests at end of year | 2011-09-30 | $347,105 |
Assets. partnership/joint venture interests at beginning of year | 2011-09-30 | $209,125 |
Investment advisory and management fees | 2011-09-30 | $39,280 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-09-30 | $70,120 |
Interest on participant loans | 2011-09-30 | $8,618 |
Income. Interest from loans (other than to participants) | 2011-09-30 | $0 |
Interest earned on other investments | 2011-09-30 | $0 |
Income. Interest from corporate debt instruments | 2011-09-30 | $91,925 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-09-30 | $353,455 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-09-30 | $286,512 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-09-30 | $286,512 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-09-30 | $18 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-09-30 | $5,910 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-09-30 | No |
Contributions received in cash from employer | 2011-09-30 | $348,488 |
Employer contributions (assets) at end of year | 2011-09-30 | $75,758 |
Income. Dividends from preferred stock | 2011-09-30 | $1,425 |
Income. Dividends from common stock | 2011-09-30 | $59,120 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-09-30 | $486,815 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-09-30 | $1,107,980 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-09-30 | $1,595,181 |
Contract administrator fees | 2011-09-30 | $2,210 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-09-30 | $2,372,317 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-09-30 | $2,477,868 |
Did the plan have assets held for investment | 2011-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-09-30 | No |
Aggregate proceeds on sale of assets | 2011-09-30 | $74,557 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-09-30 | Disclaimer |
Accountancy firm name | 2011-09-30 | BASTIRE EDWARDS, CPAS |
Accountancy firm EIN | 2011-09-30 | 770262881 |
2015: WOOD BROS., INC. PROFIT SHARING PLAN 2015 form 5500 responses | ||
---|---|---|
2015-10-01 | Type of plan entity | Single employer plan |
2015-10-01 | Submission has been amended | No |
2015-10-01 | This submission is the final filing | No |
2015-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-10-01 | Plan is a collectively bargained plan | No |
2015-10-01 | Plan funding arrangement – Insurance | Yes |
2015-10-01 | Plan funding arrangement – Trust | Yes |
2015-10-01 | Plan benefit arrangement - Trust | Yes |
2014: WOOD BROS., INC. PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-10-01 | Type of plan entity | Single employer plan |
2014-10-01 | Submission has been amended | No |
2014-10-01 | This submission is the final filing | No |
2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-10-01 | Plan is a collectively bargained plan | No |
2014-10-01 | Plan funding arrangement – Trust | Yes |
2014-10-01 | Plan benefit arrangement - Trust | Yes |
2013: WOOD BROS., INC. PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-10-01 | Type of plan entity | Single employer plan |
2013-10-01 | Submission has been amended | No |
2013-10-01 | This submission is the final filing | No |
2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-10-01 | Plan is a collectively bargained plan | No |
2013-10-01 | Plan funding arrangement – Trust | Yes |
2013-10-01 | Plan benefit arrangement - Trust | Yes |
2012: WOOD BROS., INC. PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-10-01 | Type of plan entity | Single employer plan |
2012-10-01 | Submission has been amended | No |
2012-10-01 | This submission is the final filing | No |
2012-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-10-01 | Plan is a collectively bargained plan | No |
2012-10-01 | Plan funding arrangement – Trust | Yes |
2012-10-01 | Plan benefit arrangement - Trust | Yes |
2011: WOOD BROS., INC. PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-10-01 | Type of plan entity | Single employer plan |
2011-10-01 | Submission has been amended | No |
2011-10-01 | This submission is the final filing | No |
2011-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-10-01 | Plan is a collectively bargained plan | No |
2011-10-01 | Plan funding arrangement – Trust | Yes |
2011-10-01 | Plan benefit arrangement - Trust | Yes |
2009: WOOD BROS., INC. PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-10-01 | Type of plan entity | Single employer plan |
2009-10-01 | Submission has been amended | No |
2009-10-01 | This submission is the final filing | No |
2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-10-01 | Plan is a collectively bargained plan | No |
2009-10-01 | Plan funding arrangement – Trust | Yes |
2009-10-01 | Plan benefit arrangement - Trust | Yes |
2008: WOOD BROS., INC. PROFIT SHARING PLAN 2008 form 5500 responses | ||
2008-10-01 | Type of plan entity | Single employer plan |
2008-10-01 | Submission has been amended | No |
2008-10-01 | This submission is the final filing | No |
2008-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-10-01 | Plan is a collectively bargained plan | No |