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ALASKAN COPPER COMPANIES, INC. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameALASKAN COPPER COMPANIES, INC. PROFIT SHARING PLAN AND TRUST
Plan identification number 001

ALASKAN COPPER COMPANIES, INC. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

ALCO INVESTMENT COMPANY has sponsored the creation of one or more 401k plans.

Company Name:ALCO INVESTMENT COMPANY
Employer identification number (EIN):910677307
NAIC Classification:423500

Additional information about ALCO INVESTMENT COMPANY

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1958-02-03
Company Identification Number: 578033053
Legal Registered Office Address: 33930 WEYERHAEUSER WAY S STE 150

FEDERAL WAY
United States of America (USA)
980019637

More information about ALCO INVESTMENT COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALASKAN COPPER COMPANIES, INC. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-10-01MARGIE ZACHER
0012012-10-01MARGIE ZACHER
0012011-10-01BRIAN M LUCARELLI BRIAN M LUCARELLI2013-01-25
0012009-10-01BRIAN M LUCARELLI BRIAN M LUCARELLI2011-02-25
0012009-10-01BRIAN M LUCARELLI BRIAN M LUCARELLI2011-02-24

Plan Statistics for ALASKAN COPPER COMPANIES, INC. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for ALASKAN COPPER COMPANIES, INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2013: ALASKAN COPPER COMPANIES, INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-10-01204
Total number of active participants reported on line 7a of the Form 55002013-10-01183
Number of retired or separated participants receiving benefits2013-10-011
Number of other retired or separated participants entitled to future benefits2013-10-0110
Total of all active and inactive participants2013-10-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01194
Number of participants with account balances2013-10-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-013
2012: ALASKAN COPPER COMPANIES, INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-10-01217
Total number of active participants reported on line 7a of the Form 55002012-10-01188
Number of retired or separated participants receiving benefits2012-10-011
Number of other retired or separated participants entitled to future benefits2012-10-0114
Total of all active and inactive participants2012-10-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-011
Total participants2012-10-01204
Number of participants with account balances2012-10-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-016
2011: ALASKAN COPPER COMPANIES, INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-10-01213
Total number of active participants reported on line 7a of the Form 55002011-10-01182
Number of retired or separated participants receiving benefits2011-10-011
Number of other retired or separated participants entitled to future benefits2011-10-013
Total of all active and inactive participants2011-10-01186
Total participants2011-10-01186
Number of participants with account balances2011-10-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-015
2009: ALASKAN COPPER COMPANIES, INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-10-01213
Total number of active participants reported on line 7a of the Form 55002009-10-01190
Number of retired or separated participants receiving benefits2009-10-012
Number of other retired or separated participants entitled to future benefits2009-10-014
Total of all active and inactive participants2009-10-01196
Total participants2009-10-01196
Number of participants with account balances2009-10-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-014

Financial Data on ALASKAN COPPER COMPANIES, INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2014 : ALASKAN COPPER COMPANIES, INC. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$3,942,828
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$2,034,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$2,034,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$1,382,868
Value of total assets at end of year2014-09-30$37,994,010
Value of total assets at beginning of year2014-09-30$36,085,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$550
Total interest from all sources2014-09-30$613
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$750,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$750,088
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$2,000,000
If this is an individual account plan, was there a blackout period2014-09-30No
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Administrative expenses (other) incurred2014-09-30$550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$1,908,236
Value of net assets at end of year (total assets less liabilities)2014-09-30$37,994,010
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$36,085,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$30,936,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$28,812,757
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$5,678,835
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$5,858,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$5,858,575
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$1,809,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30Yes
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$1,382,868
Employer contributions (assets) at end of year2014-09-30$1,378,552
Employer contributions (assets) at beginning of year2014-09-30$1,414,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$2,034,042
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30BADER MARTIN PS
Accountancy firm EIN2014-09-30911501421
2013 : ALASKAN COPPER COMPANIES, INC. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$3,807,844
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$1,876,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$1,876,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$1,414,442
Value of total assets at end of year2013-09-30$36,085,774
Value of total assets at beginning of year2013-09-30$34,154,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$125
Total interest from all sources2013-09-30$633
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$603,873
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$603,873
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Administrative expenses (other) incurred2013-09-30$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$1,931,131
Value of net assets at end of year (total assets less liabilities)2013-09-30$36,085,774
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$34,154,643
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$28,812,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$27,423,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$5,858,575
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$5,420,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$5,420,638
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$1,788,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30Yes
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$1,414,442
Employer contributions (assets) at end of year2013-09-30$1,414,442
Employer contributions (assets) at beginning of year2013-09-30$1,310,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$1,876,588
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30BADER MARTIN PS
Accountancy firm EIN2013-09-30911501421
2012 : ALASKAN COPPER COMPANIES, INC. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$5,674
Total income from all sources (including contributions)2012-09-30$4,995,369
Total of all expenses incurred2012-09-30$1,577,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$1,567,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$1,310,771
Value of total assets at end of year2012-09-30$34,154,643
Value of total assets at beginning of year2012-09-30$30,742,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$10,381
Total interest from all sources2012-09-30$3,696
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$155,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$155,256
Assets. Real estate other than employer real property at beginning of year2012-09-30$2,266,470
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Assets. Other investments not covered elsewhere at beginning of year2012-09-30$3,625
Administrative expenses (other) incurred2012-09-30$10,381
Liabilities. Value of operating payables at beginning of year2012-09-30$5,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$3,417,879
Value of net assets at end of year (total assets less liabilities)2012-09-30$34,154,643
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$30,736,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$27,423,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$17,689,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$5,420,638
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$9,605,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$9,605,626
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$3,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$3,525,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30Yes
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$1,310,771
Employer contributions (assets) at end of year2012-09-30$1,310,771
Employer contributions (assets) at beginning of year2012-09-30$1,177,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$1,567,109
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30BADERMARTIN PS
Accountancy firm EIN2012-09-30911501421
2011 : ALASKAN COPPER COMPANIES, INC. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$5,674
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$5,377
Total income from all sources (including contributions)2011-09-30$1,360,727
Total of all expenses incurred2011-09-30$839,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$839,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$1,177,647
Value of total assets at end of year2011-09-30$30,742,438
Value of total assets at beginning of year2011-09-30$30,220,522
Total income from rents2011-09-30$-29,375
Total interest from all sources2011-09-30$146,318
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$591,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Assets. Real estate other than employer real property at end of year2011-09-30$2,266,470
Assets. Real estate other than employer real property at beginning of year2011-09-30$2,266,470
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Assets. Other investments not covered elsewhere at end of year2011-09-30$3,625
Assets. Other investments not covered elsewhere at beginning of year2011-09-30$335,630
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$22,409
Other income not declared elsewhere2011-09-30$21,460
Liabilities. Value of operating payables at end of year2011-09-30$5,674
Liabilities. Value of operating payables at beginning of year2011-09-30$5,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$521,619
Value of net assets at end of year (total assets less liabilities)2011-09-30$30,736,764
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$30,215,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$17,689,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$18,822,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$9,605,626
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$3,885,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$3,885,700
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$146,318
Expenses. Payments to insurance carriers foe the provision of benefits2011-09-30$15,424
Asset value of US Government securities at beginning of year2011-09-30$4,393,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-546,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$1,177,647
Employer contributions (assets) at end of year2011-09-30$1,177,647
Employer contributions (assets) at beginning of year2011-09-30$494,372
Income. Dividends from common stock2011-09-30$591,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$823,684
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30No
Opinion of an independent qualified public accountant for this plan2011-09-30Unqualified
Accountancy firm name2011-09-30BADERMARTIN PS
Accountancy firm EIN2011-09-30911501421

Form 5500 Responses for ALASKAN COPPER COMPANIES, INC. PROFIT SHARING PLAN AND TRUST

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

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