BURTON LUMBER & HARDWARE CO. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2020 : BURTON LUMBER 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $323 |
Total income from all sources (including contributions) | 2020-12-31 | $3,253,346 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $665,669 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $549,430 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $16,520 |
Value of total corrective distributions | 2020-12-31 | $41,813 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,495,609 |
Value of total assets at end of year | 2020-12-31 | $12,880,064 |
Value of total assets at beginning of year | 2020-12-31 | $10,292,710 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $57,906 |
Total interest from all sources | 2020-12-31 | $17,100 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $29,803 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,011,158 |
Participant contributions at end of year | 2020-12-31 | $284,659 |
Participant contributions at beginning of year | 2020-12-31 | $344,693 |
Participant contributions at end of year | 2020-12-31 | $41,828 |
Participant contributions at beginning of year | 2020-12-31 | $37,815 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $2,556 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $323 |
Total non interest bearing cash at end of year | 2020-12-31 | $31,485 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $30,532 |
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 | $2,587,677 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $12,880,064 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $10,292,387 |
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 | $25,578 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $12,501,979 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $9,858,358 |
Interest on participant loans | 2020-12-31 | $17,100 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,740,637 |
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 | $481,895 |
Employer contributions (assets) at end of year | 2020-12-31 | $20,113 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $21,312 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $549,430 |
Contract administrator fees | 2020-12-31 | $2,525 |
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 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2020-12-31 | 431947695 |
2019 : BURTON LUMBER 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $1,937,421 |
Total transfer of assets from this plan | 2019-12-31 | $1,937,421 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $323 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $323 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $4,704 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $4,704 |
Total income from all sources (including contributions) | 2019-12-31 | $3,759,640 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $793,457 |
Total of all expenses incurred | 2019-12-31 | $793,457 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $642,262 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $642,262 |
Value of total corrective distributions | 2019-12-31 | $84,915 |
Value of total corrective distributions | 2019-12-31 | $84,915 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,743,201 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,743,201 |
Value of total assets at end of year | 2019-12-31 | $10,292,710 |
Value of total assets at end of year | 2019-12-31 | $10,292,710 |
Value of total assets at beginning of year | 2019-12-31 | $9,268,329 |
Value of total assets at beginning of year | 2019-12-31 | $9,268,329 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $66,280 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $66,280 |
Total interest from all sources | 2019-12-31 | $20,940 |
Total interest from all sources | 2019-12-31 | $20,940 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $2,575 |
Administrative expenses professional fees incurred | 2019-12-31 | $2,575 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $960,708 |
Contributions received from participants | 2019-12-31 | $960,708 |
Participant contributions at end of year | 2019-12-31 | $344,693 |
Participant contributions at end of year | 2019-12-31 | $344,693 |
Participant contributions at beginning of year | 2019-12-31 | $414,239 |
Participant contributions at beginning of year | 2019-12-31 | $414,239 |
Participant contributions at end of year | 2019-12-31 | $37,815 |
Participant contributions at end of year | 2019-12-31 | $37,815 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $316,380 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $316,380 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $323 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $323 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $4,704 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $4,704 |
Total non interest bearing cash at end of year | 2019-12-31 | $30,532 |
Total non interest bearing cash at end of year | 2019-12-31 | $30,532 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $2,858 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $2,858 |
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 |
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 | $2,966,183 |
Value of net income/loss | 2019-12-31 | $2,966,183 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $10,292,387 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $10,292,387 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,263,625 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,263,625 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
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 | $13,188 |
Investment advisory and management fees | 2019-12-31 | $13,188 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $9,858,358 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $9,858,358 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $8,851,232 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $8,851,232 |
Interest on participant loans | 2019-12-31 | $20,940 |
Interest on participant loans | 2019-12-31 | $20,940 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,995,499 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,995,499 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 |
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 |
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 | $466,113 |
Contributions received in cash from employer | 2019-12-31 | $466,113 |
Employer contributions (assets) at end of year | 2019-12-31 | $21,312 |
Employer contributions (assets) at end of year | 2019-12-31 | $21,312 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $642,262 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $642,262 |
Contract administrator fees | 2019-12-31 | $50,517 |
Contract administrator fees | 2019-12-31 | $50,517 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BERNTSON PORTER & COMPANY, PLLC |
Accountancy firm name | 2019-12-31 | BERNTSON PORTER & COMPANY, PLLC |
Accountancy firm EIN | 2019-12-31 | 911308574 |
Accountancy firm EIN | 2019-12-31 | 911308574 |
2018 : BURTON LUMBER 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $4,704 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $5,195 |
Total income from all sources (including contributions) | 2018-12-31 | $921,881 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $159,088 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $88,920 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $6,418 |
Value of total corrective distributions | 2018-12-31 | $21,425 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,568,381 |
Value of total assets at end of year | 2018-12-31 | $9,268,329 |
Value of total assets at beginning of year | 2018-12-31 | $8,506,027 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $42,325 |
Total interest from all sources | 2018-12-31 | $17,613 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $39,400 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,074,441 |
Participant contributions at end of year | 2018-12-31 | $414,239 |
Participant contributions at beginning of year | 2018-12-31 | $293,416 |
Participant contributions at beginning of year | 2018-12-31 | $14,900 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $23,003 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $4,704 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $5,195 |
Total non interest bearing cash at end of year | 2018-12-31 | $2,858 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $29,336 |
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 | $762,793 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $9,263,625 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $8,500,832 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $8,851,232 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $8,161,485 |
Interest on participant loans | 2018-12-31 | $17,613 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-664,113 |
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 | $470,937 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $6,890 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $88,920 |
Contract administrator fees | 2018-12-31 | $2,925 |
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 | HAYNIE & COMPANY |
Accountancy firm EIN | 2018-12-31 | 870325228 |
2017 : BURTON LUMBER 401(K) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $5,195 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $2,204,202 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $199,789 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $195,865 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,013,881 |
Value of total assets at end of year | 2017-12-31 | $8,506,027 |
Value of total assets at beginning of year | 2017-12-31 | $6,496,419 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,924 |
Total interest from all sources | 2017-12-31 | $12,837 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $2,280 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $663,292 |
Participant contributions at end of year | 2017-12-31 | $293,416 |
Participant contributions at beginning of year | 2017-12-31 | $294,691 |
Participant contributions at end of year | 2017-12-31 | $14,900 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $87,873 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $5,195 |
Total non interest bearing cash at end of year | 2017-12-31 | $29,336 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $24,799 |
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 | $2,004,413 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $8,500,832 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,496,419 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $8,161,485 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $6,171,807 |
Interest on participant loans | 2017-12-31 | $12,837 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $1,177,484 |
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 | $262,716 |
Employer contributions (assets) at end of year | 2017-12-31 | $6,890 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $5,122 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $195,865 |
Contract administrator fees | 2017-12-31 | $1,644 |
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 | HAYNIE & COMPANY |
Accountancy firm EIN | 2017-12-31 | 870325228 |
2016 : BURTON LUMBER 401(K) PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,327,997 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $228,938 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $197,193 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $27,403 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $880,482 |
Value of total assets at end of year | 2016-12-31 | $6,496,419 |
Value of total assets at beginning of year | 2016-12-31 | $5,397,360 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $4,342 |
Total interest from all sources | 2016-12-31 | $12,152 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $2,900 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $612,441 |
Participant contributions at end of year | 2016-12-31 | $294,691 |
Participant contributions at beginning of year | 2016-12-31 | $260,605 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $24,819 |
Total non interest bearing cash at end of year | 2016-12-31 | $24,799 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $5,197 |
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 | $1,099,059 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $6,496,419 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,397,360 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $6,171,807 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $5,125,921 |
Interest on participant loans | 2016-12-31 | $12,152 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $435,363 |
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 | $243,222 |
Employer contributions (assets) at end of year | 2016-12-31 | $5,122 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $5,637 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $197,193 |
Contract administrator fees | 2016-12-31 | $1,442 |
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 | HAYNIE & COMPANY |
Accountancy firm EIN | 2016-12-31 | 870325228 |
2015 : BURTON LUMBER 401(K) PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $654,830 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $154,239 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $151,245 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $727,895 |
Value of total assets at end of year | 2015-12-31 | $5,397,360 |
Value of total assets at beginning of year | 2015-12-31 | $4,896,769 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,994 |
Total interest from all sources | 2015-12-31 | $11,061 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $1,394 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $533,126 |
Participant contributions at end of year | 2015-12-31 | $260,605 |
Participant contributions at beginning of year | 2015-12-31 | $253,931 |
Total non interest bearing cash at end of year | 2015-12-31 | $5,197 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $22,976 |
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 | $500,591 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $5,397,360 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,896,769 |
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 | $5,125,921 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $4,614,224 |
Interest on participant loans | 2015-12-31 | $11,061 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-84,126 |
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 | $194,769 |
Employer contributions (assets) at end of year | 2015-12-31 | $5,637 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $5,638 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $151,245 |
Contract administrator fees | 2015-12-31 | $1,600 |
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 | HAYNIE & COMPANY |
Accountancy firm EIN | 2015-12-31 | 870325228 |