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Plan Name | MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | MOUNTAIN WEST FARM BUREAU MUTUAL INSURANCE CO. |
Employer identification number (EIN): | 830181634 |
NAIC Classification: | 524150 |
Additional information about MOUNTAIN WEST FARM BUREAU MUTUAL INSURANCE CO.
Jurisdiction of Incorporation: | Wyoming Corporations Division |
Incorporation Date: | 1956-12-18 |
Company Identification Number: | 000071555 |
Legal Registered Office Address: |
PO Box 1348 Laramie United States of America (USA) 82073 |
More information about MOUNTAIN WEST FARM BUREAU MUTUAL INSURANCE CO.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2022-01-01 | ||||
003 | 2021-01-01 | ||||
003 | 2020-01-01 | ||||
003 | 2019-01-01 | ||||
003 | 2018-01-01 | ||||
003 | 2017-01-01 | MELISSA FELDBUSH | |||
003 | 2017-01-01 | ||||
003 | 2016-01-01 | DEBBIE MOEWES | |||
003 | 2016-01-01 | ||||
003 | 2015-01-01 | DEBBIE MOEWES | |||
003 | 2015-01-01 | ||||
003 | 2014-01-01 | DEBBIE MOEWES | |||
003 | 2014-01-01 | MELISSA FELDBUSH | |||
003 | 2013-01-01 | DEBBIE MOEWES | |||
003 | 2013-01-01 | MELISSA FELDBUSH | |||
003 | 2012-01-01 | DEBBIE MOEWES | |||
003 | 2012-01-01 | MELISSA FELDBUSH | |||
003 | 2011-01-01 | DEBBIE MOEWES | |||
003 | 2011-01-01 | MELISSA FELDBUSH | |||
003 | 2009-01-01 | DEBBIE MOEWES |
Measure | Date | Value |
---|---|---|
2022: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 319 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 219 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 91 |
Total of all active and inactive participants | 2022-01-01 | 313 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 3 |
Total participants | 2022-01-01 | 316 |
Number of participants with account balances | 2022-01-01 | 269 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 277 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 215 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 98 |
Total of all active and inactive participants | 2021-01-01 | 314 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 4 |
Total participants | 2021-01-01 | 318 |
Number of participants with account balances | 2021-01-01 | 275 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 272 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 207 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 66 |
Total of all active and inactive participants | 2020-01-01 | 273 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 3 |
Total participants | 2020-01-01 | 276 |
Number of participants with account balances | 2020-01-01 | 226 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 282 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 221 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 48 |
Total of all active and inactive participants | 2019-01-01 | 271 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 271 |
Number of participants with account balances | 2019-01-01 | 222 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 278 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 232 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 46 |
Total of all active and inactive participants | 2018-01-01 | 280 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 280 |
Number of participants with account balances | 2018-01-01 | 224 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 258 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 230 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 45 |
Total of all active and inactive participants | 2017-01-01 | 278 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 278 |
Number of participants with account balances | 2017-01-01 | 216 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 235 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 216 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 37 |
Total of all active and inactive participants | 2016-01-01 | 254 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 255 |
Number of participants with account balances | 2016-01-01 | 206 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 217 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 196 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 36 |
Total of all active and inactive participants | 2015-01-01 | 233 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 233 |
Number of participants with account balances | 2015-01-01 | 187 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 209 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 183 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 31 |
Total of all active and inactive participants | 2014-01-01 | 215 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 215 |
Number of participants with account balances | 2014-01-01 | 175 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 201 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 174 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 30 |
Total of all active and inactive participants | 2013-01-01 | 205 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 205 |
Number of participants with account balances | 2013-01-01 | 159 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 189 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 177 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 23 |
Total of all active and inactive participants | 2012-01-01 | 200 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 200 |
Number of participants with account balances | 2012-01-01 | 154 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 194 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 169 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 20 |
Total of all active and inactive participants | 2011-01-01 | 189 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 189 |
Number of participants with account balances | 2011-01-01 | 152 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 142 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 130 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 11 |
Total of all active and inactive participants | 2009-01-01 | 141 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 141 |
Number of participants with account balances | 2009-01-01 | 115 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2022 401k financial data | ||
Total income from all sources (including contributions) | 2022-12-31 | $-1,907,395 |
Total of all expenses incurred | 2022-12-31 | $2,642,123 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,579,609 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,466,927 |
Value of total assets at end of year | 2022-12-31 | $16,701,827 |
Value of total assets at beginning of year | 2022-12-31 | $21,251,345 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $62,514 |
Total interest from all sources | 2022-12-31 | $13,581 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $297,152 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $297,152 |
Administrative expenses professional fees incurred | 2022-12-31 | $1,100 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $901,769 |
Participant contributions at end of year | 2022-12-31 | $337,248 |
Participant contributions at beginning of year | 2022-12-31 | $315,449 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $615,621 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $699,539 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $35,923 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $313 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $76 |
Other income not declared elsewhere | 2022-12-31 | $108,529 |
Administrative expenses (other) incurred | 2022-12-31 | $57,227 |
Total non interest bearing cash at end of year | 2022-12-31 | $4,371 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $4,280 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-4,549,518 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $16,701,827 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $21,251,345 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $4,187 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $15,475,570 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $19,845,321 |
Interest on participant loans | 2022-12-31 | $13,578 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $244,247 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $385,909 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $774 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $771 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $771 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $3 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,799,323 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $5,739 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $529,235 |
Employer contributions (assets) at end of year | 2022-12-31 | $23,683 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,579,609 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | HAYNIE & COMPANY |
Accountancy firm EIN | 2022-12-31 | 870325228 |
2021 : MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2021 401k financial data | ||
Total income from all sources (including contributions) | 2021-12-31 | $4,271,617 |
Total of all expenses incurred | 2021-12-31 | $2,297,275 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,195,074 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,357,259 |
Value of total assets at end of year | 2021-12-31 | $21,251,345 |
Value of total assets at beginning of year | 2021-12-31 | $19,277,003 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $102,201 |
Total interest from all sources | 2021-12-31 | $15,188 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $522,935 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $522,935 |
Administrative expenses professional fees incurred | 2021-12-31 | $13,700 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $816,615 |
Participant contributions at end of year | 2021-12-31 | $315,449 |
Participant contributions at beginning of year | 2021-12-31 | $429,877 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $699,539 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $799,601 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $79,221 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $76 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $104 |
Other income not declared elsewhere | 2021-12-31 | $155,494 |
Administrative expenses (other) incurred | 2021-12-31 | $72,549 |
Total non interest bearing cash at end of year | 2021-12-31 | $4,280 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $19,661 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,974,342 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $21,251,345 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $19,277,003 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $15,952 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $19,845,321 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $17,647,292 |
Interest on participant loans | 2021-12-31 | $15,188 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $385,909 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $346,809 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $771 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $923 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $923 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,214,767 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $5,974 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $461,423 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $32,736 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,195,074 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | HAYNIE & COMPANY |
Accountancy firm EIN | 2021-12-31 | 870325228 |
2020 : MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2020 401k financial data | ||
Total income from all sources (including contributions) | 2020-12-31 | $3,818,979 |
Total of all expenses incurred | 2020-12-31 | $2,464,407 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,378,391 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,400,270 |
Value of total assets at end of year | 2020-12-31 | $19,277,003 |
Value of total assets at beginning of year | 2020-12-31 | $17,922,431 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $86,016 |
Total interest from all sources | 2020-12-31 | $17,431 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $316,305 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $316,305 |
Administrative expenses professional fees incurred | 2020-12-31 | $5,600 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $853,489 |
Participant contributions at end of year | 2020-12-31 | $429,877 |
Participant contributions at beginning of year | 2020-12-31 | $358,779 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $799,601 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $766,438 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $34,351 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $104 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $18,105 |
Other income not declared elsewhere | 2020-12-31 | $27,797 |
Administrative expenses (other) incurred | 2020-12-31 | $70,685 |
Total non interest bearing cash at end of year | 2020-12-31 | $19,661 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $5,575 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,354,572 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $19,277,003 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $17,922,431 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $9,731 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $17,647,292 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $16,272,440 |
Interest on participant loans | 2020-12-31 | $17,430 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $346,809 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $499,705 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $923 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $1,389 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $1,389 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $1 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,050,666 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $6,510 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $512,430 |
Employer contributions (assets) at end of year | 2020-12-31 | $32,736 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,378,391 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | HAYNIE & COMPANY |
Accountancy firm EIN | 2020-12-31 | 870325228 |
2019 : MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2019 401k financial data | ||
Total income from all sources (including contributions) | 2019-12-31 | $4,708,244 |
Total of all expenses incurred | 2019-12-31 | $2,113,661 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,020,263 |
Value of total corrective distributions | 2019-12-31 | $1,512 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,413,437 |
Value of total assets at end of year | 2019-12-31 | $17,922,431 |
Value of total assets at beginning of year | 2019-12-31 | $15,327,848 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $91,886 |
Total interest from all sources | 2019-12-31 | $17,430 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $352,982 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $352,982 |
Administrative expenses professional fees incurred | 2019-12-31 | $12,915 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2019-12-31 | $13,250 |
Contributions received from participants | 2019-12-31 | $833,252 |
Participant contributions at end of year | 2019-12-31 | $358,779 |
Participant contributions at beginning of year | 2019-12-31 | $378,465 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $766,438 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $639,287 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $99,844 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $18,105 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $43 |
Other income not declared elsewhere | 2019-12-31 | $111,096 |
Administrative expenses (other) incurred | 2019-12-31 | $69,239 |
Total non interest bearing cash at end of year | 2019-12-31 | $5,575 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $19,170 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,594,583 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $17,922,431 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $15,327,848 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $9,732 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $16,272,440 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $13,617,011 |
Interest on participant loans | 2019-12-31 | $17,377 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $499,705 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $652,099 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,389 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $5,203 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $5,203 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $53 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,798,903 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $14,396 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $480,341 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $16,570 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,020,263 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | HAYNIE & COMPANY |
Accountancy firm EIN | 2019-12-31 | 870325228 |
2018 : MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2018 401k financial data | ||
Total income from all sources (including contributions) | 2018-12-31 | $614,898 |
Total of all expenses incurred | 2018-12-31 | $1,007,453 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $918,584 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,491,388 |
Value of total assets at end of year | 2018-12-31 | $15,327,848 |
Value of total assets at beginning of year | 2018-12-31 | $15,720,403 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $88,869 |
Total interest from all sources | 2018-12-31 | $13,767 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $389,927 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $389,927 |
Administrative expenses professional fees incurred | 2018-12-31 | $12,890 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $832,713 |
Participant contributions at end of year | 2018-12-31 | $378,465 |
Participant contributions at beginning of year | 2018-12-31 | $274,640 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $639,287 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $665,308 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $181,085 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $43 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $17 |
Other income not declared elsewhere | 2018-12-31 | $-43,237 |
Administrative expenses (other) incurred | 2018-12-31 | $66,355 |
Total non interest bearing cash at end of year | 2018-12-31 | $19,170 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $29,327 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-392,555 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $15,327,848 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $15,720,403 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $9,624 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $13,617,011 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $13,954,568 |
Interest on participant loans | 2018-12-31 | $13,750 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $652,099 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $790,754 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $5,203 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $5,789 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $5,789 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $17 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,250,939 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $13,992 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $477,590 |
Employer contributions (assets) at end of year | 2018-12-31 | $16,570 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $918,584 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | WILLIAM G. LAJOIE PC |
Accountancy firm EIN | 2018-12-31 | 841001549 |
2017 : MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2017 401k financial data | ||
Total income from all sources (including contributions) | 2017-12-31 | $3,381,688 |
Total of all expenses incurred | 2017-12-31 | $459,308 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $399,813 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,204,087 |
Value of total assets at end of year | 2017-12-31 | $15,720,403 |
Value of total assets at beginning of year | 2017-12-31 | $12,798,023 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $59,495 |
Total interest from all sources | 2017-12-31 | $11,461 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $268,654 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $268,654 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $761,763 |
Participant contributions at end of year | 2017-12-31 | $274,640 |
Participant contributions at beginning of year | 2017-12-31 | $357,229 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $665,308 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $359,892 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $17 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $21 |
Other income not declared elsewhere | 2017-12-31 | $47,853 |
Administrative expenses (other) incurred | 2017-12-31 | $54,418 |
Total non interest bearing cash at end of year | 2017-12-31 | $29,327 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $23,933 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,922,380 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $15,720,403 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $12,798,023 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $5,077 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $13,954,568 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $10,957,727 |
Interest on participant loans | 2017-12-31 | $11,455 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $790,754 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $1,094,055 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $5,789 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $5,166 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $5,166 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $6 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,834,263 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $15,370 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $442,324 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $399,813 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | WILLIAM G. LAJOIE PC |
Accountancy firm EIN | 2017-12-31 | 841001549 |
2016 : MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2016 401k financial data | ||
Total income from all sources (including contributions) | 2016-12-31 | $2,188,424 |
Total of all expenses incurred | 2016-12-31 | $319,772 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $261,535 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,294,840 |
Value of total assets at end of year | 2016-12-31 | $12,798,023 |
Value of total assets at beginning of year | 2016-12-31 | $10,929,371 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $58,237 |
Total interest from all sources | 2016-12-31 | $12,308 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $209,290 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $209,290 |
Administrative expenses professional fees incurred | 2016-12-31 | $9,800 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $765,146 |
Participant contributions at end of year | 2016-12-31 | $357,229 |
Participant contributions at beginning of year | 2016-12-31 | $388,003 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $359,892 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $411,789 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $78,739 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $21 |
Other income not declared elsewhere | 2016-12-31 | $44,314 |
Administrative expenses (other) incurred | 2016-12-31 | $43,665 |
Total non interest bearing cash at end of year | 2016-12-31 | $23,933 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $25,722 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,868,652 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $12,798,023 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $10,929,371 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $4,772 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $10,957,727 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $9,313,763 |
Interest on participant loans | 2016-12-31 | $12,308 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,094,055 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $780,434 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $5,166 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $9,660 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $9,660 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $614,388 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $13,284 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $450,955 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $261,535 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | WILLIAM G LAJOIE P.C |
Accountancy firm EIN | 2016-12-31 | 841001549 |
2015 : MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2015 401k financial data | ||
Total income from all sources (including contributions) | 2015-12-31 | $1,104,833 |
Total of all expenses incurred | 2015-12-31 | $847,317 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $807,740 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,129,834 |
Value of total assets at end of year | 2015-12-31 | $10,929,371 |
Value of total assets at beginning of year | 2015-12-31 | $10,671,855 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $39,577 |
Total interest from all sources | 2015-12-31 | $11,226 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $197,817 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $197,817 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $709,618 |
Participant contributions at end of year | 2015-12-31 | $388,003 |
Participant contributions at beginning of year | 2015-12-31 | $347,484 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $411,789 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $375,149 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $10,009 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $32 |
Other income not declared elsewhere | 2015-12-31 | $-23,748 |
Administrative expenses (other) incurred | 2015-12-31 | $39,577 |
Total non interest bearing cash at end of year | 2015-12-31 | $25,722 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $17,581 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $257,516 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $10,929,371 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $10,671,855 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $9,313,763 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $9,035,921 |
Interest on participant loans | 2015-12-31 | $11,225 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $780,434 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $886,132 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $9,660 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $9,556 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $9,556 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $1 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-221,816 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $11,520 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $410,207 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $807,740 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | WILLIAM G LAJOIE P.C. |
Accountancy firm EIN | 2015-12-31 | 841001549 |
2014 : MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2014 401k financial data | ||
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $14,305 |
Total income from all sources (including contributions) | 2014-12-31 | $1,666,279 |
Total of all expenses incurred | 2014-12-31 | $1,920,105 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,893,923 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,080,741 |
Value of total assets at end of year | 2014-12-31 | $10,671,855 |
Value of total assets at beginning of year | 2014-12-31 | $10,939,986 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $26,182 |
Total interest from all sources | 2014-12-31 | $8,535 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $173,421 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $173,421 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $678,950 |
Participant contributions at end of year | 2014-12-31 | $347,484 |
Participant contributions at beginning of year | 2014-12-31 | $239,093 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $375,149 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $417,438 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $3,101 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $32 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $319 |
Other income not declared elsewhere | 2014-12-31 | $18,889 |
Administrative expenses (other) incurred | 2014-12-31 | $26,182 |
Total non interest bearing cash at end of year | 2014-12-31 | $17,581 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $6,476 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-253,826 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $10,671,855 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $10,925,681 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $9,035,921 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $9,395,119 |
Interest on participant loans | 2014-12-31 | $8,534 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $886,132 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $871,986 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $9,556 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $9,555 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $9,555 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $1 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $376,006 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $8,687 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $398,690 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,893,923 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $14,305 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | WILLIAM G. LAJOIE P.C. |
Accountancy firm EIN | 2014-12-31 | 841001549 |
2013 : MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2013 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $14,305 |
Total income from all sources (including contributions) | 2013-12-31 | $2,699,548 |
Total of all expenses incurred | 2013-12-31 | $689,398 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $687,807 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,093,891 |
Value of total assets at end of year | 2013-12-31 | $10,939,986 |
Value of total assets at beginning of year | 2013-12-31 | $8,915,531 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,591 |
Total interest from all sources | 2013-12-31 | $10,107 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $138,060 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $138,060 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $692,815 |
Participant contributions at end of year | 2013-12-31 | $239,093 |
Participant contributions at beginning of year | 2013-12-31 | $266,666 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $417,438 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $376,710 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $319 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $46 |
Other income not declared elsewhere | 2013-12-31 | $27,447 |
Administrative expenses (other) incurred | 2013-12-31 | $1,591 |
Total non interest bearing cash at end of year | 2013-12-31 | $6,476 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,010,150 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $10,925,681 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $8,915,531 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $9,395,119 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $7,301,281 |
Interest on participant loans | 2013-12-31 | $10,106 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $871,986 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $961,274 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $9,555 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $9,554 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $9,554 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $1 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,423,855 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $6,188 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $401,076 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $687,807 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $14,305 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | WILLIAM G. LAJOIE P.C. |
Accountancy firm EIN | 2013-12-31 | 841001549 |
2012 : MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2012 401k financial data | ||
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $3,668 |
Total income from all sources (including contributions) | 2012-12-31 | $1,899,936 |
Total of all expenses incurred | 2012-12-31 | $582,164 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $580,908 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,008,097 |
Value of total assets at end of year | 2012-12-31 | $8,915,531 |
Value of total assets at beginning of year | 2012-12-31 | $7,601,427 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,256 |
Total interest from all sources | 2012-12-31 | $8,308 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $154,996 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $154,996 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $633,986 |
Participant contributions at end of year | 2012-12-31 | $266,666 |
Participant contributions at beginning of year | 2012-12-31 | $234,860 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $376,710 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $84,639 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $7,693 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $46 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $82 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $3,668 |
Other income not declared elsewhere | 2012-12-31 | $7,327 |
Administrative expenses (other) incurred | 2012-12-31 | $1,256 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,317,772 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $8,915,531 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,597,759 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $7,301,281 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $6,404,605 |
Interest on participant loans | 2012-12-31 | $8,307 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $961,274 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $872,333 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $9,554 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $4,908 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $4,908 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $1 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $712,084 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $9,124 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $366,418 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $580,908 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | WILLIAM G. LAJOIE P.C. |
Accountancy firm EIN | 2012-12-31 | 841001549 |
2011 : MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2011 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $3,668 |
Total income from all sources (including contributions) | 2011-12-31 | $1,000,033 |
Total of all expenses incurred | 2011-12-31 | $1,131,064 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,130,034 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,133,119 |
Value of total assets at end of year | 2011-12-31 | $7,601,427 |
Value of total assets at beginning of year | 2011-12-31 | $7,728,790 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,030 |
Total interest from all sources | 2011-12-31 | $8,524 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $120,832 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $120,832 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $675,695 |
Participant contributions at end of year | 2011-12-31 | $234,860 |
Participant contributions at beginning of year | 2011-12-31 | $234,240 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $84,639 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $74,843 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $80,135 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $82 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $144 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $3,668 |
Other income not declared elsewhere | 2011-12-31 | $-205 |
Administrative expenses (other) incurred | 2011-12-31 | $1,030 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-131,031 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $7,597,759 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,728,790 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $6,404,605 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $6,421,560 |
Interest on participant loans | 2011-12-31 | $8,524 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $872,333 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $996,600 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $4,908 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,403 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,403 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-273,457 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $11,220 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $377,289 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,130,034 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | WILLIAM G. LAJOIE P.C. |
Accountancy firm EIN | 2011-12-31 | 841001549 |
2010 : MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2010 401k financial data | ||
Total transfer of assets to this plan | 2010-12-31 | $52,929 |
Total income from all sources (including contributions) | 2010-12-31 | $2,194,666 |
Total of all expenses incurred | 2010-12-31 | $386,753 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $381,474 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $4,022 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,389,287 |
Value of total assets at end of year | 2010-12-31 | $7,728,790 |
Value of total assets at beginning of year | 2010-12-31 | $5,867,948 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,257 |
Total interest from all sources | 2010-12-31 | $9,475 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $129,378 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $129,378 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $683,132 |
Participant contributions at end of year | 2010-12-31 | $234,240 |
Participant contributions at beginning of year | 2010-12-31 | $163,774 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $74,843 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $58,749 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $317,446 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $144 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $0 |
Other income not declared elsewhere | 2010-12-31 | $7,094 |
Administrative expenses (other) incurred | 2010-12-31 | $1,257 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,807,913 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $7,728,790 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,867,948 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $6,421,560 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $4,796,866 |
Interest on participant loans | 2010-12-31 | $9,475 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $996,600 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $847,861 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,403 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $698 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $698 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $643,617 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $15,815 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $388,709 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $381,474 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | WILLIAM G. LAJOIE P.C. |
Accountancy firm EIN | 2010-12-31 | 841001549 |
2009 : MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Mulitple employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Mulitple employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Mulitple employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Mulitple employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |