?>
Logo

WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameWOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 001

WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Stock bonus
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

WOODFOLD MARCO MANUFACTURING, INC. has sponsored the creation of one or more 401k plans.

Company Name:WOODFOLD MARCO MANUFACTURING, INC.
Employer identification number (EIN):930653578
NAIC Classification:321210

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01MARK LEWIS MARK LEWIS2019-01-15
0012016-07-01MARK LEWIS MARK LEWIS2017-12-21
0012015-07-01MARK LEWIS MARK LEWIS2017-01-05
0012014-07-01MARK LEWIS MARK LEWIS2015-12-09
0012013-07-01MARK LEWIS MARK LEWIS2015-01-27
0012012-07-01MARK LEWIS MARK LEWIS2014-01-23
0012011-07-01MARK LEWIS MARK LEWIS2013-01-03
0012009-07-01MARK LEWIS MARK LEWIS2011-01-18

Plan Statistics for WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-0171
Total number of active participants reported on line 7a of the Form 55002022-07-0144
Number of retired or separated participants receiving benefits2022-07-0117
Number of other retired or separated participants entitled to future benefits2022-07-011
Total of all active and inactive participants2022-07-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-011
Total participants2022-07-0163
Number of participants with account balances2022-07-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-0172
Total number of active participants reported on line 7a of the Form 55002021-07-0146
Number of retired or separated participants receiving benefits2021-07-0117
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-0163
Number of participants with account balances2021-07-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-0171
Total number of active participants reported on line 7a of the Form 55002020-07-0143
Number of retired or separated participants receiving benefits2020-07-0117
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-0160
Number of participants with account balances2020-07-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-0172
Total number of active participants reported on line 7a of the Form 55002019-07-0150
Number of retired or separated participants receiving benefits2019-07-0118
Number of other retired or separated participants entitled to future benefits2019-07-011
Total of all active and inactive participants2019-07-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-0169
Number of participants with account balances2019-07-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-0168
Total number of active participants reported on line 7a of the Form 55002018-07-0149
Number of retired or separated participants receiving benefits2018-07-0115
Number of other retired or separated participants entitled to future benefits2018-07-011
Total of all active and inactive participants2018-07-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-0165
Number of participants with account balances2018-07-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-0169
Total number of active participants reported on line 7a of the Form 55002017-07-0149
Number of retired or separated participants receiving benefits2017-07-0113
Number of other retired or separated participants entitled to future benefits2017-07-011
Total of all active and inactive participants2017-07-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-0163
Number of participants with account balances2017-07-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0171
Total number of active participants reported on line 7a of the Form 55002016-07-0147
Number of retired or separated participants receiving benefits2016-07-0115
Number of other retired or separated participants entitled to future benefits2016-07-011
Total of all active and inactive participants2016-07-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-0163
Number of participants with account balances2016-07-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0174
Total number of active participants reported on line 7a of the Form 55002015-07-0148
Number of retired or separated participants receiving benefits2015-07-012
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-0150
Number of participants with account balances2015-07-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01111
Total number of active participants reported on line 7a of the Form 55002014-07-0151
Number of retired or separated participants receiving benefits2014-07-0119
Number of other retired or separated participants entitled to future benefits2014-07-012
Total of all active and inactive participants2014-07-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0172
Number of participants with account balances2014-07-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01111
Total number of active participants reported on line 7a of the Form 55002013-07-0153
Number of retired or separated participants receiving benefits2013-07-0154
Number of other retired or separated participants entitled to future benefits2013-07-012
Total of all active and inactive participants2013-07-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-012
Total participants2013-07-01111
Number of participants with account balances2013-07-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01114
Total number of active participants reported on line 7a of the Form 55002012-07-0156
Number of retired or separated participants receiving benefits2012-07-0151
Number of other retired or separated participants entitled to future benefits2012-07-012
Total of all active and inactive participants2012-07-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01110
Number of participants with account balances2012-07-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01117
Total number of active participants reported on line 7a of the Form 55002011-07-0161
Number of retired or separated participants receiving benefits2011-07-0150
Number of other retired or separated participants entitled to future benefits2011-07-012
Total of all active and inactive participants2011-07-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01114
Number of participants with account balances2011-07-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01131
Total number of active participants reported on line 7a of the Form 55002009-07-0167
Number of retired or separated participants receiving benefits2009-07-0149
Number of other retired or separated participants entitled to future benefits2009-07-014
Total of all active and inactive participants2009-07-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01120
Number of participants with account balances2009-07-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023 : WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Transfers to/from the plan2023-06-30$0
Total plan liabilities at end of year2023-06-30$4,296,262
Total plan liabilities at beginning of year2023-06-30$4,302,029
Total income from all sources2023-06-30$10,930,414
Expenses. Total of all expenses incurred2023-06-30$944,626
Benefits paid (including direct rollovers)2023-06-30$845,176
Total plan assets at end of year2023-06-30$32,563,286
Total plan assets at beginning of year2023-06-30$22,583,265
Value of fidelity bond covering the plan2023-06-30$1,000,000
Total contributions received or receivable from participants2023-06-30$0
Expenses. Other expenses not covered elsewhere2023-06-30$99,450
Contributions received from other sources (not participants or employers)2023-06-30$0
Other income received2023-06-30$10,593,971
Noncash contributions received2023-06-30$0
Net income (gross income less expenses)2023-06-30$9,985,788
Net plan assets at end of year (total assets less liabilities)2023-06-30$28,267,024
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$18,281,236
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2023-06-30$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2023-06-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-06-30$0
Assets. Value of employer securities2023-06-30$32,544,935
Total contributions received or receivable from employer(s)2023-06-30$336,443
Value of certain deemed distributions of participant loans2023-06-30$0
Value of corrective distributions2023-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-06-30$0
2022 : WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Transfers to/from the plan2022-06-30$0
Total plan liabilities at end of year2022-06-30$4,302,029
Total plan liabilities at beginning of year2022-06-30$3,417,474
Total income from all sources2022-06-30$1,604,598
Expenses. Total of all expenses incurred2022-06-30$1,450,782
Benefits paid (including direct rollovers)2022-06-30$1,379,639
Total plan assets at end of year2022-06-30$22,583,265
Total plan assets at beginning of year2022-06-30$21,544,894
Value of fidelity bond covering the plan2022-06-30$1,000,000
Total contributions received or receivable from participants2022-06-30$0
Expenses. Other expenses not covered elsewhere2022-06-30$71,143
Contributions received from other sources (not participants or employers)2022-06-30$0
Other income received2022-06-30$1,318,975
Noncash contributions received2022-06-30$0
Net income (gross income less expenses)2022-06-30$153,816
Net plan assets at end of year (total assets less liabilities)2022-06-30$18,281,236
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$18,127,420
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2022-06-30$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2022-06-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-06-30$0
Assets. Value of employer securities2022-06-30$22,563,490
Total contributions received or receivable from employer(s)2022-06-30$285,623
Value of certain deemed distributions of participant loans2022-06-30$0
Value of corrective distributions2022-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-06-30$0
2021 : WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Transfers to/from the plan2021-06-30$0
Total plan liabilities at end of year2021-06-30$3,417,474
Total plan liabilities at beginning of year2021-06-30$2,631,230
Total income from all sources2021-06-30$1,716,161
Expenses. Total of all expenses incurred2021-06-30$1,271,074
Benefits paid (including direct rollovers)2021-06-30$1,215,117
Total plan assets at end of year2021-06-30$21,544,894
Total plan assets at beginning of year2021-06-30$20,313,563
Value of fidelity bond covering the plan2021-06-30$1,000,000
Total contributions received or receivable from participants2021-06-30$0
Expenses. Other expenses not covered elsewhere2021-06-30$55,957
Contributions received from other sources (not participants or employers)2021-06-30$0
Other income received2021-06-30$1,469,437
Noncash contributions received2021-06-30$0
Net income (gross income less expenses)2021-06-30$445,087
Net plan assets at end of year (total assets less liabilities)2021-06-30$18,127,420
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$17,682,333
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2021-06-30$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2021-06-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-06-30$0
Assets. Value of employer securities2021-06-30$21,525,121
Total contributions received or receivable from employer(s)2021-06-30$246,724
Value of certain deemed distributions of participant loans2021-06-30$0
Value of corrective distributions2021-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$1,211,628
2020 : WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Transfers to/from the plan2020-06-30$0
Total plan liabilities at end of year2020-06-30$2,632,752
Total plan liabilities at beginning of year2020-06-30$1,876,070
Total income from all sources2020-06-30$1,701,183
Expenses. Total of all expenses incurred2020-06-30$1,206,391
Benefits paid (including direct rollovers)2020-06-30$1,154,836
Total plan assets at end of year2020-06-30$20,315,086
Total plan assets at beginning of year2020-06-30$19,063,612
Value of fidelity bond covering the plan2020-06-30$1,000,000
Total contributions received or receivable from participants2020-06-30$0
Expenses. Other expenses not covered elsewhere2020-06-30$51,555
Contributions received from other sources (not participants or employers)2020-06-30$0
Other income received2020-06-30$1,472,479
Noncash contributions received2020-06-30$0
Net income (gross income less expenses)2020-06-30$494,792
Net plan assets at end of year (total assets less liabilities)2020-06-30$17,682,334
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$17,187,542
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2020-06-30$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2020-06-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-06-30$0
Assets. Value of employer securities2020-06-30$20,290,303
Total contributions received or receivable from employer(s)2020-06-30$228,704
Value of certain deemed distributions of participant loans2020-06-30$0
Value of corrective distributions2020-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-06-30$1,151,242
2019 : WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Transfers to/from the plan2019-06-30$0
Total plan liabilities at end of year2019-06-30$1,876,070
Total plan liabilities at beginning of year2019-06-30$4,271,494
Total income from all sources2019-06-30$4,388,524
Expenses. Total of all expenses incurred2019-06-30$1,122,834
Benefits paid (including direct rollovers)2019-06-30$1,089,649
Total plan assets at end of year2019-06-30$19,063,612
Total plan assets at beginning of year2019-06-30$18,193,346
Value of fidelity bond covering the plan2019-06-30$1,000,000
Total contributions received or receivable from participants2019-06-30$0
Expenses. Other expenses not covered elsewhere2019-06-30$33,185
Contributions received from other sources (not participants or employers)2019-06-30$0
Other income received2019-06-30$4,190,129
Noncash contributions received2019-06-30$0
Net income (gross income less expenses)2019-06-30$3,265,690
Net plan assets at end of year (total assets less liabilities)2019-06-30$17,187,542
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$13,921,852
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2019-06-30$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2019-06-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-06-30$0
Assets. Value of employer securities2019-06-30$19,036,776
Total contributions received or receivable from employer(s)2019-06-30$198,395
Value of certain deemed distributions of participant loans2019-06-30$0
Value of corrective distributions2019-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$1,080,542
2018 : WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Transfers to/from the plan2018-06-30$0
Total plan liabilities at end of year2018-06-30$4,271,494
Total plan liabilities at beginning of year2018-06-30$3,945,837
Total income from all sources2018-06-30$2,029,422
Expenses. Total of all expenses incurred2018-06-30$982,152
Benefits paid (including direct rollovers)2018-06-30$884,506
Total plan assets at end of year2018-06-30$18,193,346
Total plan assets at beginning of year2018-06-30$16,820,419
Value of fidelity bond covering the plan2018-06-30$1,000,000
Total contributions received or receivable from participants2018-06-30$0
Expenses. Other expenses not covered elsewhere2018-06-30$97,646
Contributions received from other sources (not participants or employers)2018-06-30$0
Other income received2018-06-30$1,532,040
Noncash contributions received2018-06-30$0
Net income (gross income less expenses)2018-06-30$1,047,270
Net plan assets at end of year (total assets less liabilities)2018-06-30$13,921,852
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$12,874,582
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2018-06-30$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2018-06-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-06-30$0
Assets. Value of employer securities2018-06-30$18,157,436
Total contributions received or receivable from employer(s)2018-06-30$497,382
Value of certain deemed distributions of participant loans2018-06-30$0
Value of corrective distributions2018-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$882,272
2017 : WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Transfers to/from the plan2017-06-30$0
Total plan liabilities at end of year2017-06-30$3,945,837
Total plan liabilities at beginning of year2017-06-30$3,579,223
Total income from all sources2017-06-30$1,015,973
Expenses. Total of all expenses incurred2017-06-30$1,027,153
Benefits paid (including direct rollovers)2017-06-30$938,560
Total plan assets at end of year2017-06-30$16,820,419
Total plan assets at beginning of year2017-06-30$16,464,985
Value of fidelity bond covering the plan2017-06-30$1,000,000
Total contributions received or receivable from participants2017-06-30$0
Expenses. Other expenses not covered elsewhere2017-06-30$88,593
Contributions received from other sources (not participants or employers)2017-06-30$0
Other income received2017-06-30$565,553
Noncash contributions received2017-06-30$0
Net income (gross income less expenses)2017-06-30$-11,180
Net plan assets at end of year (total assets less liabilities)2017-06-30$12,874,582
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$12,885,762
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2017-06-30$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2017-06-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-06-30$0
Assets. Value of employer securities2017-06-30$16,782,318
Total contributions received or receivable from employer(s)2017-06-30$450,420
Value of certain deemed distributions of participant loans2017-06-30$0
Value of corrective distributions2017-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-06-30$938,452
2016 : WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Transfers to/from the plan2016-06-30$0
Total plan liabilities at end of year2016-06-30$3,579,223
Total plan liabilities at beginning of year2016-06-30$3,255,519
Total income from all sources2016-06-30$1,271,481
Expenses. Total of all expenses incurred2016-06-30$909,013
Benefits paid (including direct rollovers)2016-06-30$825,522
Total plan assets at end of year2016-06-30$16,464,985
Total plan assets at beginning of year2016-06-30$15,778,813
Value of fidelity bond covering the plan2016-06-30$1,000,000
Total contributions received or receivable from participants2016-06-30$0
Expenses. Other expenses not covered elsewhere2016-06-30$83,491
Contributions received from other sources (not participants or employers)2016-06-30$0
Other income received2016-06-30$861,358
Noncash contributions received2016-06-30$0
Net income (gross income less expenses)2016-06-30$362,468
Net plan assets at end of year (total assets less liabilities)2016-06-30$12,885,762
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$12,523,294
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2016-06-30$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2016-06-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-06-30$0
Assets. Value of employer securities2016-06-30$16,426,820
Total contributions received or receivable from employer(s)2016-06-30$410,123
Value of certain deemed distributions of participant loans2016-06-30$0
Value of corrective distributions2016-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$819,393
2015 : WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-281,479
Total unrealized appreciation/depreciation of assets2015-06-30$-281,479
Total transfer of assets to this plan2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$3,255,519
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$2,576,992
Expenses. Interest paid2015-06-30$68,118
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-06-30$68,118
Total income from all sources (including contributions)2015-06-30$67,851
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,395,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,327,196
Value of total corrective distributions2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$349,266
Value of total assets at end of year2015-06-30$15,778,813
Value of total assets at beginning of year2015-06-30$16,427,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$0
Total income from rents2015-06-30$0
Total interest from all sources2015-06-30$64
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$0
Administrative expenses professional fees incurred2015-06-30$0
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$1,314,314
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Amount of non-exempt transactions with any party-in-interest2015-06-30$0
Contributions received from participants2015-06-30$0
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$3,255,519
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$2,576,992
Other income not declared elsewhere2015-06-30$0
Administrative expenses (other) incurred2015-06-30$0
Liabilities. Value of operating payables at beginning of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Income. Non cash contributions2015-06-30$0
Value of net income/loss2015-06-30$-1,327,463
Value of net assets at end of year (total assets less liabilities)2015-06-30$12,523,294
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$13,850,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-06-30$0
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-06-30$0
Investment advisory and management fees2015-06-30$0
Income. Interest from loans (other than to participants)2015-06-30$0
Interest earned on other investments2015-06-30$0
Income. Interest from US Government securities2015-06-30$0
Income. Interest from corporate debt instruments2015-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$44,240
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$57,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$57,058
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$64
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$0
Net investment gain or loss from common/collective trusts2015-06-30$0
Net gain/loss from 103.12 investment entities2015-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Assets. Invements in employer securities at end of year2015-06-30$15,734,573
Assets. Invements in employer securities at beginning of year2015-06-30$16,370,691
Contributions received in cash from employer2015-06-30$349,266
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$0
Income. Dividends from preferred stock2015-06-30$0
Income. Dividends from common stock2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,327,196
Contract administrator fees2015-06-30$0
Liabilities. Value of benefit claims payable at end of year2015-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$0
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$0
Aggregate carrying amount (costs) on sale of assets2015-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30HANILEY AND LAVEY ACCOUNTANTS
Accountancy firm EIN2015-06-30931154091
2014 : WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$-182,385
Total unrealized appreciation/depreciation of assets2014-06-30$-182,385
Total transfer of assets to this plan2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$2,576,992
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$2,002,179
Expenses. Interest paid2014-06-30$50,111
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-06-30$50,111
Total income from all sources (including contributions)2014-06-30$75,685
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$1,143,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,093,689
Value of total corrective distributions2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$257,968
Value of total assets at end of year2014-06-30$16,427,749
Value of total assets at beginning of year2014-06-30$16,921,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$0
Total income from rents2014-06-30$0
Total interest from all sources2014-06-30$102
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$0
Administrative expenses professional fees incurred2014-06-30$0
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$105,866,591
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Amount of non-exempt transactions with any party-in-interest2014-06-30$0
Contributions received from participants2014-06-30$0
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$2,576,992
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$2,002,179
Other income not declared elsewhere2014-06-30$0
Administrative expenses (other) incurred2014-06-30$0
Liabilities. Value of operating payables at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Income. Non cash contributions2014-06-30$0
Value of net income/loss2014-06-30$-1,068,115
Value of net assets at end of year (total assets less liabilities)2014-06-30$13,850,757
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$14,918,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-06-30$0
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-06-30$0
Investment advisory and management fees2014-06-30$0
Income. Interest from loans (other than to participants)2014-06-30$0
Interest earned on other investments2014-06-30$0
Income. Interest from US Government securities2014-06-30$0
Income. Interest from corporate debt instruments2014-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$57,058
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$91,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$91,979
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$102
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$0
Net investment gain or loss from common/collective trusts2014-06-30$0
Net gain/loss from 103.12 investment entities2014-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Assets. Invements in employer securities at end of year2014-06-30$16,370,691
Assets. Invements in employer securities at beginning of year2014-06-30$16,829,071
Contributions received in cash from employer2014-06-30$257,968
Employer contributions (assets) at end of year2014-06-30$0
Employer contributions (assets) at beginning of year2014-06-30$0
Income. Dividends from preferred stock2014-06-30$0
Income. Dividends from common stock2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,093,689
Contract administrator fees2014-06-30$0
Liabilities. Value of benefit claims payable at end of year2014-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$0
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$0
Aggregate carrying amount (costs) on sale of assets2014-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30HAINLEY AND LAVEY ACCOUNTANTS
Accountancy firm EIN2014-06-30931154091
2013 : WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$368,869
Total unrealized appreciation/depreciation of assets2013-06-30$368,869
Total transfer of assets to this plan2013-06-30$0
Total transfer of assets from this plan2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$2,002,179
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$1,486,170
Expenses. Interest paid2013-06-30$37,723
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-06-30$37,723
Total income from all sources (including contributions)2013-06-30$668,851
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,125,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,088,124
Value of total corrective distributions2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$299,777
Value of total assets at end of year2013-06-30$16,921,051
Value of total assets at beginning of year2013-06-30$16,862,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$96
Total income from rents2013-06-30$0
Total interest from all sources2013-06-30$121
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$0
Administrative expenses professional fees incurred2013-06-30$0
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$1,015,927
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Amount of non-exempt transactions with any party-in-interest2013-06-30$0
Contributions received from participants2013-06-30$0
Participant contributions at end of year2013-06-30$0
Participant contributions at beginning of year2013-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$61
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$2,002,179
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$1,486,170
Other income not declared elsewhere2013-06-30$84
Administrative expenses (other) incurred2013-06-30$96
Liabilities. Value of operating payables at beginning of year2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Income. Non cash contributions2013-06-30$0
Value of net income/loss2013-06-30$-457,092
Value of net assets at end of year (total assets less liabilities)2013-06-30$14,918,872
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$15,375,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-06-30$0
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-06-30$0
Investment advisory and management fees2013-06-30$0
Income. Interest from loans (other than to participants)2013-06-30$0
Interest earned on other investments2013-06-30$0
Income. Interest from US Government securities2013-06-30$0
Income. Interest from corporate debt instruments2013-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$91,979
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$163,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$163,968
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$121
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$0
Net investment gain or loss from common/collective trusts2013-06-30$0
Net gain/loss from 103.12 investment entities2013-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Assets. Invements in employer securities at end of year2013-06-30$16,829,071
Assets. Invements in employer securities at beginning of year2013-06-30$16,698,105
Contributions received in cash from employer2013-06-30$299,777
Employer contributions (assets) at end of year2013-06-30$0
Employer contributions (assets) at beginning of year2013-06-30$0
Income. Dividends from preferred stock2013-06-30$0
Income. Dividends from common stock2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,088,124
Contract administrator fees2013-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$0
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$0
Aggregate carrying amount (costs) on sale of assets2013-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30HAINLEY AND LAVEY PC
Accountancy firm EIN2013-06-30931154091
2012 : WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$-406,910
Total unrealized appreciation/depreciation of assets2012-06-30$-406,910
Total transfer of assets to this plan2012-06-30$0
Total transfer of assets from this plan2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$1,486,170
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$3,507,919
Expenses. Interest paid2012-06-30$23,371
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-06-30$23,371
Total income from all sources (including contributions)2012-06-30$2,433,596
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$1,228,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,204,969
Value of total corrective distributions2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$209,264
Value of total assets at end of year2012-06-30$16,862,134
Value of total assets at beginning of year2012-06-30$17,678,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$168
Total income from rents2012-06-30$0
Total interest from all sources2012-06-30$243
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$0
Administrative expenses professional fees incurred2012-06-30$0
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$1,089,714
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Amount of non-exempt transactions with any party-in-interest2012-06-30$0
Contributions received from participants2012-06-30$0
Participant contributions at end of year2012-06-30$0
Participant contributions at beginning of year2012-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$61
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$1,486,170
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$3,507,919
Other income not declared elsewhere2012-06-30$2,630,999
Administrative expenses (other) incurred2012-06-30$168
Liabilities. Value of operating payables at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Income. Non cash contributions2012-06-30$0
Value of net income/loss2012-06-30$1,205,088
Value of net assets at end of year (total assets less liabilities)2012-06-30$15,375,964
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$14,170,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-06-30$0
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-06-30$0
Investment advisory and management fees2012-06-30$0
Income. Interest from loans (other than to participants)2012-06-30$0
Interest earned on other investments2012-06-30$0
Income. Interest from US Government securities2012-06-30$0
Income. Interest from corporate debt instruments2012-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$163,968
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$279,089
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$279,089
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$243
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$0
Net investment gain or loss from common/collective trusts2012-06-30$0
Net gain/loss from 103.12 investment entities2012-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Assets. Invements in employer securities at end of year2012-06-30$16,698,105
Assets. Invements in employer securities at beginning of year2012-06-30$17,399,706
Contributions received in cash from employer2012-06-30$209,264
Employer contributions (assets) at end of year2012-06-30$0
Employer contributions (assets) at beginning of year2012-06-30$0
Income. Dividends from preferred stock2012-06-30$0
Income. Dividends from common stock2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$1,204,969
Contract administrator fees2012-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$0
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$0
Aggregate carrying amount (costs) on sale of assets2012-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30HAINLEY AND LAVEY, PC
Accountancy firm EIN2012-06-30931154091
2011 : WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$-587,511
Total unrealized appreciation/depreciation of assets2011-06-30$-587,511
Total transfer of assets to this plan2011-06-30$0
Total transfer of assets from this plan2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$3,507,919
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$3,435,193
Expenses. Interest paid2011-06-30$124,298
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-06-30$124,298
Total income from all sources (including contributions)2011-06-30$182,612
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$1,407,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,282,822
Value of total corrective distributions2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$769,401
Value of total assets at end of year2011-06-30$17,678,795
Value of total assets at beginning of year2011-06-30$18,830,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$97
Total income from rents2011-06-30$0
Total interest from all sources2011-06-30$722
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$0
Administrative expenses professional fees incurred2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$990,949
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Amount of non-exempt transactions with any party-in-interest2011-06-30$0
Contributions received from participants2011-06-30$0
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$310,302
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$3,507,919
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$3,435,193
Other income not declared elsewhere2011-06-30$0
Administrative expenses (other) incurred2011-06-30$97
Liabilities. Value of operating payables at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Income. Non cash contributions2011-06-30$0
Value of net income/loss2011-06-30$-1,224,605
Value of net assets at end of year (total assets less liabilities)2011-06-30$14,170,876
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$15,395,481
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-06-30$0
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-06-30$0
Investment advisory and management fees2011-06-30$0
Income. Interest from loans (other than to participants)2011-06-30$0
Interest earned on other investments2011-06-30$0
Income. Interest from US Government securities2011-06-30$0
Income. Interest from corporate debt instruments2011-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$279,089
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$570,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$570,337
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$722
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$0
Net investment gain or loss from common/collective trusts2011-06-30$0
Net gain/loss from 103.12 investment entities2011-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Assets. Invements in employer securities at end of year2011-06-30$17,399,706
Assets. Invements in employer securities at beginning of year2011-06-30$18,260,337
Contributions received in cash from employer2011-06-30$769,401
Employer contributions (assets) at end of year2011-06-30$0
Employer contributions (assets) at beginning of year2011-06-30$0
Income. Dividends from preferred stock2011-06-30$0
Income. Dividends from common stock2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$972,520
Contract administrator fees2011-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$0
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$0
Aggregate carrying amount (costs) on sale of assets2011-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30HAINLEY AND LAVEY, PC
Accountancy firm EIN2011-06-30931154091
2010 : WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$98,796

Form 5500 Responses for WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN

2022: WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: WOODFOLD EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3