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WOOD BROS., INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameWOOD BROS., INC. PROFIT SHARING PLAN
Plan identification number 001

WOOD BROS., INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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

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

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOOD BROS., INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01
0012015-10-01
0012014-10-01
0012013-10-01
0012012-10-01RICHARD AUNE
0012011-10-01RICHARD AUNE
0012009-10-01RICHARD AUNE
0012008-10-01

Plan Statistics for WOOD BROS., INC. PROFIT SHARING PLAN

401k plan membership statisitcs for WOOD BROS., INC. PROFIT SHARING PLAN

Measure Date Value
2015: WOOD BROS., INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01117
Total number of active participants reported on line 7a of the Form 55002015-10-0156
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0137
Total of all active and inactive participants2015-10-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-0193
Number of participants with account balances2015-10-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-015
2014: WOOD BROS., INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01126
Total number of active participants reported on line 7a of the Form 55002014-10-01101
Number of retired or separated participants receiving benefits2014-10-012
Number of other retired or separated participants entitled to future benefits2014-10-0122
Total of all active and inactive participants2014-10-01125
Total participants2014-10-01125
Number of participants with account balances2014-10-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-016
2013: WOOD BROS., INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01144
Total number of active participants reported on line 7a of the Form 55002013-10-01111
Number of retired or separated participants receiving benefits2013-10-013
Number of other retired or separated participants entitled to future benefits2013-10-0110
Total of all active and inactive participants2013-10-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01124
Number of participants with account balances2013-10-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-013
2012: WOOD BROS., INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01137
Total number of active participants reported on line 7a of the Form 55002012-10-01128
Number of other retired or separated participants entitled to future benefits2012-10-0113
Total of all active and inactive participants2012-10-01141
Total participants2012-10-01141
Number of participants with account balances2012-10-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-014
2011: WOOD BROS., INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01162
Total number of active participants reported on line 7a of the Form 55002011-10-01132
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-019
Total of all active and inactive participants2011-10-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01141
Number of participants with account balances2011-10-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-012
2009: WOOD BROS., INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01169
Total number of active participants reported on line 7a of the Form 55002009-10-01129
Number of retired or separated participants receiving benefits2009-10-013
Number of other retired or separated participants entitled to future benefits2009-10-0120
Total of all active and inactive participants2009-10-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01152
Number of participants with account balances2009-10-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-017

Financial Data on WOOD BROS., INC. PROFIT SHARING PLAN

Measure Date Value
2016 : WOOD BROS., INC. PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-09-30$83,166
Total unrealized appreciation/depreciation of assets2016-09-30$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 incurred2016-09-30$2,434,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$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 year2016-09-30$3,919,179
Value of total assets at beginning of year2016-09-30$5,811,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$33,323
Total interest from all sources2016-09-30$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 year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$16,690
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Participant contributions at end of year2016-09-30$114,911
Participant contributions at beginning of year2016-09-30$248,016
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$7,838
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$5,899
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-09-30$14,797
Total non interest bearing cash at beginning of year2016-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$-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)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Assets. partnership/joint venture interests at beginning of year2016-09-30$298,570
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$3,671,068
Interest on participant loans2016-09-30$6,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$109,994
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$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 year2016-09-30$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 assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30Yes
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$282,552
Employer contributions (assets) at end of year2016-09-30$70,758
Employer contributions (assets) at beginning of year2016-09-30$178,897
Income. Dividends from common stock2016-09-30$159,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$2,401,241
Asset. Corporate debt instrument debt (other) at end of year2016-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-09-30$1,486,969
Contract administrator fees2016-09-30$33,323
Assets. Corporate common stocks other than exployer securities at end of year2016-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-09-30$3,482,752
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30BASTRIRE EDWARDS, CPAS
Accountancy firm EIN2016-09-30770262881
2015 : WOOD BROS., INC. PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$-521,093
Total unrealized appreciation/depreciation of assets2015-09-30$-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 assets2015-09-30$38,769
Total of all expenses incurred2015-09-30$744,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$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 year2015-09-30$5,811,097
Value of total assets at beginning of year2015-09-30$6,278,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$53,436
Total interest from all sources2015-09-30$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 year2015-09-30No
Administrative expenses professional fees incurred2015-09-30$49,516
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Participant contributions at end of year2015-09-30$248,016
Participant contributions at beginning of year2015-09-30$335,932
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$5,899
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$6,601
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-09-30$14,797
Administrative expenses (other) incurred2015-09-30$3,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-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)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Assets. partnership/joint venture interests at end of year2015-09-30$298,570
Assets. partnership/joint venture interests at beginning of year2015-09-30$280,075
Interest on participant loans2015-09-30$11,930
Interest earned on other investments2015-09-30$19,633
Income. Interest from corporate debt instruments2015-09-30$83,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$109,994
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$120,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$120,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$543,298
Employer contributions (assets) at end of year2015-09-30$178,897
Employer contributions (assets) at beginning of year2015-09-30$96,985
Income. Dividends from common stock2015-09-30$85,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$690,589
Asset. Corporate debt instrument debt (other) at end of year2015-09-30$1,486,969
Asset. Corporate debt instrument debt (other) at beginning of year2015-09-30$1,616,468
Assets. Corporate common stocks other than exployer securities at end of year2015-09-30$3,482,752
Assets. Corporate common stocks other than exployer securities at beginning of year2015-09-30$3,822,428
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Aggregate proceeds on sale of assets2015-09-30$38,769
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30BASTIRE EDWARDS, CPAS
Accountancy firm EIN2015-09-30770262881
2014 : WOOD BROS., INC. PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-09-30$125,523
Total unrealized appreciation/depreciation of assets2014-09-30$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 assets2014-09-30$76,479
Total of all expenses incurred2014-09-30$999,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$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 year2014-09-30$6,278,891
Value of total assets at beginning of year2014-09-30$6,384,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$57,454
Total interest from all sources2014-09-30$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 year2014-09-30No
Assets. Real estate other than employer real property at end of year2014-09-30$280,075
Administrative expenses professional fees incurred2014-09-30$6,050
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Participant contributions at end of year2014-09-30$335,932
Participant contributions at beginning of year2014-09-30$269,622
Participant contributions at end of year2014-09-30$6,601
Participant contributions at beginning of year2014-09-30$30,545
Administrative expenses (other) incurred2014-09-30$2,468
Total non interest bearing cash at end of year2014-09-30$0
Total non interest bearing cash at beginning of year2014-09-30$750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$-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)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Interest on participant loans2014-09-30$11,177
Interest earned on other investments2014-09-30$5,985
Income. Interest from corporate debt instruments2014-09-30$233,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$120,402
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$213,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$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 assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$344,174
Employer contributions (assets) at end of year2014-09-30$96,985
Employer contributions (assets) at beginning of year2014-09-30$99,644
Income. Dividends from common stock2014-09-30$96,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$941,629
Asset. Corporate debt instrument debt (other) at end of year2014-09-30$1,616,468
Asset. Corporate debt instrument debt (other) at beginning of year2014-09-30$1,495,532
Contract administrator fees2014-09-30$48,936
Assets. Corporate common stocks other than exployer securities at end of year2014-09-30$3,822,428
Assets. Corporate common stocks other than exployer securities at beginning of year2014-09-30$4,275,438
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Aggregate proceeds on sale of assets2014-09-30$76,479
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30BASTIRE EDWARDS, CPAS
Accountancy firm EIN2014-09-30770262881
2013 : WOOD BROS., INC. PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-09-30$149,291
Total unrealized appreciation/depreciation of assets2013-09-30$149,291
Total income from all sources (including contributions)2013-09-30$1,208,115
Total loss/gain on sale of assets2013-09-30$446,253
Total of all expenses incurred2013-09-30$342,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$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 year2013-09-30$6,384,806
Value of total assets at beginning of year2013-09-30$5,518,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$46,049
Total interest from all sources2013-09-30$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 year2013-09-30No
Administrative expenses professional fees incurred2013-09-30$1,870
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-09-30$74,560
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Participant contributions at end of year2013-09-30$269,622
Participant contributions at beginning of year2013-09-30$286,128
Participant contributions at end of year2013-09-30$30,545
Participant contributions at beginning of year2013-09-30$6,963
Administrative expenses (other) incurred2013-09-30$1,100
Total non interest bearing cash at end of year2013-09-30$750
Total non interest bearing cash at beginning of year2013-09-30$-633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$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)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Assets. partnership/joint venture interests at end of year2013-09-30$0
Assets. partnership/joint venture interests at beginning of year2013-09-30$146,950
Investment advisory and management fees2013-09-30$43,079
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$88,960
Interest on participant loans2013-09-30$13,804
Income. Interest from loans (other than to participants)2013-09-30$0
Income. Interest from corporate debt instruments2013-09-30$92,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$213,275
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$757,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$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 assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$403,948
Employer contributions (assets) at end of year2013-09-30$99,644
Employer contributions (assets) at beginning of year2013-09-30$72,736
Income. Dividends from preferred stock2013-09-30$2,375
Income. Dividends from common stock2013-09-30$100,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$296,197
Asset. Corporate debt instrument debt (other) at end of year2013-09-30$1,495,532
Asset. Corporate debt instrument debt (other) at beginning of year2013-09-30$1,459,387
Assets. Corporate common stocks other than exployer securities at end of year2013-09-30$4,275,438
Assets. Corporate common stocks other than exployer securities at beginning of year2013-09-30$2,626,027
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Aggregate proceeds on sale of assets2013-09-30$446,253
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30BASTIRE EDWARDS, CPAS
Accountancy firm EIN2013-09-30770262881
2012 : WOOD BROS., INC. PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-09-30$705,751
Total unrealized appreciation/depreciation of assets2012-09-30$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 assets2012-09-30$20,362
Total of all expenses incurred2012-09-30$394,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$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 year2012-09-30$5,518,937
Value of total assets at beginning of year2012-09-30$4,608,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$43,877
Total interest from all sources2012-09-30$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 year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$3,960
Administrative expenses professional fees incurred2012-09-30$4,620
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-09-30$74,560
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-09-30$42,096
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30No
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Participant contributions at end of year2012-09-30$286,128
Participant contributions at beginning of year2012-09-30$233,330
Participant contributions at end of year2012-09-30$6,963
Participant contributions at beginning of year2012-09-30$6,564
Other income not declared elsewhere2012-09-30$3,000
Administrative expenses (other) incurred2012-09-30$1,026
Total non interest bearing cash at end of year2012-09-30$-633
Total non interest bearing cash at beginning of year2012-09-30$170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$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)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Assets. partnership/joint venture interests at end of year2012-09-30$146,950
Assets. partnership/joint venture interests at beginning of year2012-09-30$347,105
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$88,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$70,120
Interest on participant loans2012-09-30$14,538
Income. Interest from corporate debt instruments2012-09-30$74,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$757,859
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$353,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$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 assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$380,406
Employer contributions (assets) at end of year2012-09-30$72,736
Employer contributions (assets) at beginning of year2012-09-30$75,758
Income. Dividends from preferred stock2012-09-30$4,750
Income. Dividends from common stock2012-09-30$83,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$350,541
Asset. Corporate debt instrument debt (other) at end of year2012-09-30$1,459,387
Asset. Corporate debt instrument debt (other) at beginning of year2012-09-30$1,107,980
Contract administrator fees2012-09-30$38,231
Assets. Corporate common stocks other than exployer securities at end of year2012-09-30$2,626,027
Assets. Corporate common stocks other than exployer securities at beginning of year2012-09-30$2,372,317
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$20,362
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30BASTIRE EDWARDS, CPAS
Accountancy firm EIN2012-09-30770262881
2011 : WOOD BROS., INC. PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-09-30$-415,740
Total unrealized appreciation/depreciation of assets2011-09-30$-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 assets2011-09-30$74,557
Total of all expenses incurred2011-09-30$529,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$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 year2011-09-30$4,608,895
Value of total assets at beginning of year2011-09-30$4,948,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$42,667
Total interest from all sources2011-09-30$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 year2011-09-30No
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 year2011-09-30$42,096
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-09-30$82,680
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Participant contributions at end of year2011-09-30$233,330
Participant contributions at beginning of year2011-09-30$230,783
Participant contributions at end of year2011-09-30$6,564
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$761
Assets. Loans (other than to participants) at end of year2011-09-30$0
Assets. Loans (other than to participants) at beginning of year2011-09-30$0
Other income not declared elsewhere2011-09-30$15,266
Administrative expenses (other) incurred2011-09-30$1,177
Total non interest bearing cash at end of year2011-09-30$170
Total non interest bearing cash at beginning of year2011-09-30$65,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-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)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Assets. partnership/joint venture interests at end of year2011-09-30$347,105
Assets. partnership/joint venture interests at beginning of year2011-09-30$209,125
Investment advisory and management fees2011-09-30$39,280
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$70,120
Interest on participant loans2011-09-30$8,618
Income. Interest from loans (other than to participants)2011-09-30$0
Interest earned on other investments2011-09-30$0
Income. Interest from corporate debt instruments2011-09-30$91,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$353,455
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$286,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$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 assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$348,488
Employer contributions (assets) at end of year2011-09-30$75,758
Income. Dividends from preferred stock2011-09-30$1,425
Income. Dividends from common stock2011-09-30$59,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$486,815
Asset. Corporate debt instrument debt (other) at end of year2011-09-30$1,107,980
Asset. Corporate debt instrument debt (other) at beginning of year2011-09-30$1,595,181
Contract administrator fees2011-09-30$2,210
Assets. Corporate common stocks other than exployer securities at end of year2011-09-30$2,372,317
Assets. Corporate common stocks other than exployer securities at beginning of year2011-09-30$2,477,868
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$74,557
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30BASTIRE EDWARDS, CPAS
Accountancy firm EIN2011-09-30770262881

Form 5500 Responses for WOOD BROS., INC. PROFIT SHARING PLAN

2015: WOOD BROS., INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: WOOD BROS., INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: WOOD BROS., INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: WOOD BROS., INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: WOOD BROS., INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: WOOD BROS., INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: WOOD BROS., INC. PROFIT SHARING PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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