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Plan Name | BETTENDORF ENTERPRISES INC PROFIT SHARING 401K PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | BETTENDORF ENTERPRISES, INC. |
Employer identification number (EIN): | 942186093 |
NAIC Classification: | 484200 |
NAIC Description: | Specialized Freight Trucking |
Additional information about BETTENDORF ENTERPRISES, INC.
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 1972-11-10 |
Company Identification Number: | C0669160 |
Legal Registered Office Address: |
4545 West End Rd Arcata United States of America (USA) 95521 |
More information about BETTENDORF ENTERPRISES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2017-01-01 | RON BORGES | |||
001 | 2016-01-01 | RON BORGES | |||
001 | 2015-01-01 | RON BORGES | |||
001 | 2014-01-01 | KAREN CAVERS | |||
001 | 2013-01-01 | KAREN CAVERS | |||
001 | 2012-01-01 | KAREN CAVERS | |||
001 | 2011-01-01 | KAREN CAVERS | |||
001 | 2009-01-01 | KAREN CAVERS |
Measure | Date | Value |
---|---|---|
2017: BETTENDORF ENTERPRISES INC PROFIT SHARING 401K PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 260 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 226 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 14 |
Total of all active and inactive participants | 2017-01-01 | 240 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 240 |
Number of participants with account balances | 2017-01-01 | 136 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: BETTENDORF ENTERPRISES INC PROFIT SHARING 401K PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 270 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 239 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 12 |
Total of all active and inactive participants | 2016-01-01 | 252 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 252 |
Number of participants with account balances | 2016-01-01 | 141 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: BETTENDORF ENTERPRISES INC PROFIT SHARING 401K PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 265 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 239 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 10 |
Total of all active and inactive participants | 2015-01-01 | 249 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 249 |
Number of participants with account balances | 2015-01-01 | 154 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
2014: BETTENDORF ENTERPRISES INC PROFIT SHARING 401K PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 253 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 226 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 16 |
Total of all active and inactive participants | 2014-01-01 | 242 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 242 |
Number of participants with account balances | 2014-01-01 | 171 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: BETTENDORF ENTERPRISES INC PROFIT SHARING 401K PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 244 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 227 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 17 |
Total of all active and inactive participants | 2013-01-01 | 244 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 244 |
Number of participants with account balances | 2013-01-01 | 187 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 5 |
2012: BETTENDORF ENTERPRISES INC PROFIT SHARING 401K PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 249 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 208 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 24 |
Total of all active and inactive participants | 2012-01-01 | 232 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 232 |
Number of participants with account balances | 2012-01-01 | 218 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 5 |
2011: BETTENDORF ENTERPRISES INC PROFIT SHARING 401K PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 272 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 213 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 28 |
Total of all active and inactive participants | 2011-01-01 | 241 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 241 |
Number of participants with account balances | 2011-01-01 | 190 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2009: BETTENDORF ENTERPRISES INC PROFIT SHARING 401K PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 235 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 190 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 19 |
Total of all active and inactive participants | 2009-01-01 | 209 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 209 |
Number of participants with account balances | 2009-01-01 | 174 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
---|---|---|
2017 : BETTENDORF ENTERPRISES INC PROFIT SHARING 401K PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $1,517,259 |
Total loss/gain on sale of assets | 2017-12-31 | $76,513 |
Total of all expenses incurred | 2017-12-31 | $1,067,174 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,031,538 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $396,738 |
Value of total assets at end of year | 2017-12-31 | $8,821,110 |
Value of total assets at beginning of year | 2017-12-31 | $8,371,025 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $35,636 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $345,119 |
Participant contributions at end of year | 2017-12-31 | $400 |
Participant contributions at beginning of year | 2017-12-31 | $9,022 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $21,204 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $450,085 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $8,821,110 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $8,371,025 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $8,820,710 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $8,362,003 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $1,044,008 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $30,415 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,031,538 |
Contract administrator fees | 2017-12-31 | $35,636 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $1,208,464 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $1,131,951 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | D.H. SCOTT & COMPANY |
Accountancy firm EIN | 2017-12-31 | 680397834 |
2016 : BETTENDORF ENTERPRISES INC PROFIT SHARING 401K PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,329,075 |
Total loss/gain on sale of assets | 2016-12-31 | $-11,010 |
Total of all expenses incurred | 2016-12-31 | $561,844 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $526,900 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $365,042 |
Value of total assets at end of year | 2016-12-31 | $8,371,025 |
Value of total assets at beginning of year | 2016-12-31 | $7,603,794 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $34,944 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $335,570 |
Participant contributions at end of year | 2016-12-31 | $9,022 |
Participant contributions at beginning of year | 2016-12-31 | $11,899 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $767,231 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $8,371,025 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,603,794 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $31,100 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $8,362,003 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $7,591,895 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $975,043 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $29,472 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $526,900 |
Contract administrator fees | 2016-12-31 | $3,844 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $2,746,925 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $2,757,935 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | HUNTER, HUNTER & HUNT LLP |
Accountancy firm EIN | 2016-12-31 | 680166671 |
2015 : BETTENDORF ENTERPRISES INC PROFIT SHARING 401K PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $220,673 |
Total loss/gain on sale of assets | 2015-12-31 | $9,940 |
Total of all expenses incurred | 2015-12-31 | $579,450 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $543,673 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $362,315 |
Value of total assets at end of year | 2015-12-31 | $7,603,794 |
Value of total assets at beginning of year | 2015-12-31 | $7,962,571 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $35,777 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $333,551 |
Participant contributions at end of year | 2015-12-31 | $11,899 |
Participant contributions at beginning of year | 2015-12-31 | $6,394 |
Other income not declared elsewhere | 2015-12-31 | $17 |
Administrative expenses (other) incurred | 2015-12-31 | $2,557 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-358,777 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $7,603,794 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,962,571 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $31,841 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $7,591,895 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $7,956,157 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-151,599 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $28,764 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $20 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $543,673 |
Contract administrator fees | 2015-12-31 | $1,379 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $694,544 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $684,604 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | HUNTER, HUNTER & HUNT LLP |
Accountancy firm EIN | 2015-12-31 | 680166671 |
2014 : BETTENDORF ENTERPRISES INC PROFIT SHARING 401K PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $634,825 |
Total loss/gain on sale of assets | 2014-12-31 | $17,875 |
Total of all expenses incurred | 2014-12-31 | $854,257 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $814,102 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $353,124 |
Value of total assets at end of year | 2014-12-31 | $7,962,571 |
Value of total assets at beginning of year | 2014-12-31 | $8,182,003 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $40,155 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $295,180 |
Participant contributions at end of year | 2014-12-31 | $6,394 |
Participant contributions at beginning of year | 2014-12-31 | $3,375 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $30,494 |
Administrative expenses (other) incurred | 2014-12-31 | $1,204 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-219,432 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $7,962,571 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,182,003 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $31,810 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $7,956,157 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $8,178,628 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $263,826 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $27,450 |
Employer contributions (assets) at end of year | 2014-12-31 | $20 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $814,102 |
Contract administrator fees | 2014-12-31 | $7,141 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $1,147,974 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $1,130,099 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | HUNTER, HUNTER & HUNT LLP |
Accountancy firm EIN | 2014-12-31 | 680166671 |
2013 : BETTENDORF ENTERPRISES INC PROFIT SHARING 401K PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $2,053,216 |
Total loss/gain on sale of assets | 2013-12-31 | $86,599 |
Total of all expenses incurred | 2013-12-31 | $564,521 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $529,431 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $314,974 |
Value of total assets at end of year | 2013-12-31 | $8,182,003 |
Value of total assets at beginning of year | 2013-12-31 | $6,693,308 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $35,090 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $287,546 |
Participant contributions at end of year | 2013-12-31 | $3,375 |
Participant contributions at beginning of year | 2013-12-31 | $10,600 |
Other income not declared elsewhere | 2013-12-31 | $2 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,488,695 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $8,182,003 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,693,308 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $8,178,628 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $6,682,598 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $1,651,641 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $27,428 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $110 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $529,431 |
Contract administrator fees | 2013-12-31 | $35,090 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $883,119 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $796,520 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | HUNTER, HUNTER & HUNT LLP |
Accountancy firm EIN | 2013-12-31 | 680166671 |
2012 : BETTENDORF ENTERPRISES INC PROFIT SHARING 401K PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $1,149,237 |
Total loss/gain on sale of assets | 2012-12-31 | $702,996 |
Total of all expenses incurred | 2012-12-31 | $581,772 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $581,772 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $337,875 |
Value of total assets at end of year | 2012-12-31 | $6,693,308 |
Value of total assets at beginning of year | 2012-12-31 | $6,125,843 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $276,407 |
Participant contributions at end of year | 2012-12-31 | $10,600 |
Participant contributions at beginning of year | 2012-12-31 | $8,667 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $32,673 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $567,465 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $6,693,308 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,125,843 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $6,682,598 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $6,117,028 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $108,366 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $28,795 |
Employer contributions (assets) at end of year | 2012-12-31 | $110 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $148 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $581,772 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $7,352,844 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $6,649,848 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | HUNTER, HUNTER & HUNT CPA'S |
Accountancy firm EIN | 2012-12-31 | 680166671 |
2011 : BETTENDORF ENTERPRISES INC PROFIT SHARING 401K PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $-16,932 |
Total loss/gain on sale of assets | 2011-12-31 | $66,226 |
Total of all expenses incurred | 2011-12-31 | $764,126 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $755,884 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $260,285 |
Value of total assets at end of year | 2011-12-31 | $6,125,843 |
Value of total assets at beginning of year | 2011-12-31 | $6,906,901 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $8,242 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $233,109 |
Participant contributions at end of year | 2011-12-31 | $8,667 |
Participant contributions at beginning of year | 2011-12-31 | $12,164 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-781,058 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $6,125,843 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,906,901 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $6,117,028 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $6,894,644 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $-343,443 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $27,176 |
Employer contributions (assets) at end of year | 2011-12-31 | $148 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $93 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $755,884 |
Contract administrator fees | 2011-12-31 | $8,242 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $7,397,677 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $7,331,451 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | HUNTER, HUNTER & HUNT CPA'S |
Accountancy firm EIN | 2011-12-31 | 680166671 |
2010 : BETTENDORF ENTERPRISES INC PROFIT SHARING 401K PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $1,987,684 |
Total transfer of assets from this plan | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $834,946 |
Total loss/gain on sale of assets | 2010-12-31 | $24,694 |
Total of all expenses incurred | 2010-12-31 | $328,038 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $328,038 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $184,297 |
Value of total assets at end of year | 2010-12-31 | $6,906,901 |
Value of total assets at beginning of year | 2010-12-31 | $4,412,309 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $163,978 |
Participant contributions at end of year | 2010-12-31 | $12,164 |
Participant contributions at beginning of year | 2010-12-31 | $5,595 |
Other income not declared elsewhere | 2010-12-31 | $-2 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $506,908 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $6,906,901 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,412,309 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $6,894,644 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $4,406,648 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $625,957 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $20,319 |
Employer contributions (assets) at end of year | 2010-12-31 | $93 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $66 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $328,038 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $387,422 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $362,728 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | HUNTER, HUNTER & HUNT CPA'S |
Accountancy firm EIN | 2010-12-31 | 680166671 |
2009 : BETTENDORF ENTERPRISES INC PROFIT SHARING 401K PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2017: BETTENDORF ENTERPRISES INC PROFIT SHARING 401K PLAN 2017 form 5500 responses | ||
---|---|---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: BETTENDORF ENTERPRISES INC PROFIT SHARING 401K PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BETTENDORF ENTERPRISES INC PROFIT SHARING 401K PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BETTENDORF ENTERPRISES INC PROFIT SHARING 401K PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BETTENDORF ENTERPRISES INC PROFIT SHARING 401K PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BETTENDORF ENTERPRISES INC PROFIT SHARING 401K PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BETTENDORF ENTERPRISES INC PROFIT SHARING 401K PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BETTENDORF ENTERPRISES INC PROFIT SHARING 401K PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |