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BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan NameBEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN
Plan identification number 002

BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BEST,BEST&KRIEGER LLP has sponsored the creation of one or more 401k plans.

Company Name:BEST,BEST&KRIEGER LLP
Employer identification number (EIN):952157337
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01JOHN WAHLIN2023-10-11 JOHN WAHLIN2023-10-11
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JOHN WAHLIN
0022016-01-01JOHN WAHLIN
0022015-01-01JOHN WAHLIN
0022014-01-01JOHN WAHLIN
0022013-01-01JOHN WAHLIN
0022012-01-01JOHN WAHLIN
0022011-01-01JOHN WAHLIN
0022009-01-01 JOHN WAHLIN2010-10-15
0022009-01-01JOHN WAHLIN

Plan Statistics for BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN

Measure Date Value
2022: BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01500
Total number of active participants reported on line 7a of the Form 55002022-01-01395
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01204
Total of all active and inactive participants2022-01-01599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01599
Number of participants with account balances2022-01-01599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0139
2021: BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01479
Total number of active participants reported on line 7a of the Form 55002021-01-01331
Number of retired or separated participants receiving benefits2021-01-01169
Total of all active and inactive participants2021-01-01500
Total participants2021-01-01500
Number of participants with account balances2021-01-01500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0133
2020: BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01470
Total number of active participants reported on line 7a of the Form 55002020-01-01326
Number of retired or separated participants receiving benefits2020-01-01153
Total of all active and inactive participants2020-01-01479
Total participants2020-01-01479
Number of participants with account balances2020-01-01479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0128
2019: BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01460
Total number of active participants reported on line 7a of the Form 55002019-01-01316
Number of retired or separated participants receiving benefits2019-01-01154
Total of all active and inactive participants2019-01-01470
Total participants2019-01-01470
Number of participants with account balances2019-01-01470
2018: BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01400
Total number of active participants reported on line 7a of the Form 55002018-01-01310
Number of retired or separated participants receiving benefits2018-01-01150
Total of all active and inactive participants2018-01-01460
Total participants2018-01-01460
Number of participants with account balances2018-01-01460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01396
Total number of active participants reported on line 7a of the Form 55002017-01-01266
Number of retired or separated participants receiving benefits2017-01-01134
Total of all active and inactive participants2017-01-01400
Total participants2017-01-01400
Number of participants with account balances2017-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0116
2016: BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01433
Total number of active participants reported on line 7a of the Form 55002016-01-01266
Number of retired or separated participants receiving benefits2016-01-01130
Total of all active and inactive participants2016-01-01396
Total participants2016-01-01396
Number of participants with account balances2016-01-01396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0152
2015: BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01425
Total number of active participants reported on line 7a of the Form 55002015-01-01273
Number of retired or separated participants receiving benefits2015-01-0129
Number of other retired or separated participants entitled to future benefits2015-01-01131
Total of all active and inactive participants2015-01-01433
Total participants2015-01-01433
Number of participants with account balances2015-01-01403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0125
2014: BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01429
Total number of active participants reported on line 7a of the Form 55002014-01-01260
Number of retired or separated participants receiving benefits2014-01-0124
Number of other retired or separated participants entitled to future benefits2014-01-01141
Total of all active and inactive participants2014-01-01425
Total participants2014-01-01425
Number of participants with account balances2014-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0120
2013: BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01450
Total number of active participants reported on line 7a of the Form 55002013-01-01261
Number of other retired or separated participants entitled to future benefits2013-01-01168
Total of all active and inactive participants2013-01-01429
Total participants2013-01-01429
Number of participants with account balances2013-01-01424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0122
2012: BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01583
Total number of active participants reported on line 7a of the Form 55002012-01-01280
Number of other retired or separated participants entitled to future benefits2012-01-01170
Total of all active and inactive participants2012-01-01450
Total participants2012-01-01450
Number of participants with account balances2012-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0129
2011: BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01575
Total number of active participants reported on line 7a of the Form 55002011-01-01294
Number of retired or separated participants receiving benefits2011-01-0141
Number of other retired or separated participants entitled to future benefits2011-01-01248
Total of all active and inactive participants2011-01-01583
Total participants2011-01-01583
Number of participants with account balances2011-01-01573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0131
2009: BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01550
Total number of active participants reported on line 7a of the Form 55002009-01-01254
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-01263
Total of all active and inactive participants2009-01-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01519
Number of participants with account balances2009-01-01519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0134

Financial Data on BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN

Measure Date Value
2022 : BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,375,317
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,836,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,725,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,207,160
Value of total assets at end of year2022-12-31$63,018,612
Value of total assets at beginning of year2022-12-31$71,230,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$110,643
Total interest from all sources2022-12-31$33,985
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$371,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$371,224
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$77,500
Administrative expenses professional fees incurred2022-12-31$17,450
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,817,953
Participant contributions at end of year2022-12-31$735,471
Participant contributions at beginning of year2022-12-31$842,069
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,569,604
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,591,446
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,528,907
Administrative expenses (other) incurred2022-12-31$63,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,211,475
Value of net assets at end of year (total assets less liabilities)2022-12-31$63,018,612
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$71,230,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$29,995
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,203,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,688,527
Interest on participant loans2022-12-31$33,985
Value of interest in common/collective trusts at end of year2022-12-31$44,222,784
Value of interest in common/collective trusts at beginning of year2022-12-31$50,218,624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,094,275
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,878,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,658,752
Net investment gain or loss from common/collective trusts2022-12-31$-8,328,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,860,300
Employer contributions (assets) at end of year2022-12-31$1,192,832
Employer contributions (assets) at beginning of year2022-12-31$933,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,725,515
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HALLIDAY & COMPANY, CPAS
Accountancy firm EIN2022-12-31862034371
2021 : BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$13,147,239
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,118,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,006,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,173,487
Value of total assets at end of year2021-12-31$71,230,087
Value of total assets at beginning of year2021-12-31$62,201,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$112,328
Total interest from all sources2021-12-31$44,793
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$664,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$664,195
Assets. Real estate other than employer real property at end of year2021-12-31$77,500
Assets. Real estate other than employer real property at beginning of year2021-12-31$77,500
Administrative expenses professional fees incurred2021-12-31$25,607
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,470,002
Participant contributions at end of year2021-12-31$842,069
Participant contributions at beginning of year2021-12-31$864,413
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,591,446
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,141,263
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$163,641
Administrative expenses (other) incurred2021-12-31$55,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$9,028,722
Value of net assets at end of year (total assets less liabilities)2021-12-31$71,230,087
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$62,201,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$30,916
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,688,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,229,261
Interest on participant loans2021-12-31$44,793
Value of interest in common/collective trusts at end of year2021-12-31$50,218,624
Value of interest in common/collective trusts at beginning of year2021-12-31$44,581,228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,878,696
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,393,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,496,886
Net investment gain or loss from common/collective trusts2021-12-31$5,767,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,539,844
Employer contributions (assets) at end of year2021-12-31$933,225
Employer contributions (assets) at beginning of year2021-12-31$914,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,006,189
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HALLIDAY & COMPANY, CPAS
Accountancy firm EIN2021-12-31862034371
2020 : BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$8,759
Total unrealized appreciation/depreciation of assets2020-12-31$8,759
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$13,029,083
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,343,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,236,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,969,792
Value of total assets at end of year2020-12-31$62,201,365
Value of total assets at beginning of year2020-12-31$52,515,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$106,744
Total interest from all sources2020-12-31$46,091
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$326,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$326,538
Assets. Real estate other than employer real property at end of year2020-12-31$77,500
Assets. Real estate other than employer real property at beginning of year2020-12-31$115,990
Administrative expenses professional fees incurred2020-12-31$14,339
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,177,631
Participant contributions at end of year2020-12-31$864,413
Participant contributions at beginning of year2020-12-31$928,144
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,141,263
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,065,751
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$292,068
Administrative expenses (other) incurred2020-12-31$59,597
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,685,707
Value of net assets at end of year (total assets less liabilities)2020-12-31$62,201,365
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$52,515,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$32,808
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,229,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$47,895,202
Interest on participant loans2020-12-31$46,091
Value of interest in common/collective trusts at end of year2020-12-31$44,581,228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,393,144
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,582,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,984,116
Net investment gain or loss from common/collective trusts2020-12-31$5,693,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,500,093
Employer contributions (assets) at end of year2020-12-31$914,556
Employer contributions (assets) at beginning of year2020-12-31$928,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,236,632
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HALLIDAY & COMPANY, CPAS
Accountancy firm EIN2020-12-31862034371
2019 : BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$14,337,591
Total income from all sources (including contributions)2019-12-31$14,337,591
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,774,211
Total of all expenses incurred2019-12-31$4,774,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,663,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,663,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,136,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,136,268
Value of total assets at end of year2019-12-31$52,515,658
Value of total assets at end of year2019-12-31$52,515,658
Value of total assets at beginning of year2019-12-31$42,952,278
Value of total assets at beginning of year2019-12-31$42,952,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$110,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$110,680
Total interest from all sources2019-12-31$48,589
Total interest from all sources2019-12-31$48,589
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,463,334
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,463,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,463,334
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,463,334
Assets. Real estate other than employer real property at end of year2019-12-31$115,990
Assets. Real estate other than employer real property at end of year2019-12-31$115,990
Assets. Real estate other than employer real property at beginning of year2019-12-31$115,990
Assets. Real estate other than employer real property at beginning of year2019-12-31$115,990
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,452,851
Contributions received from participants2019-12-31$1,452,851
Participant contributions at end of year2019-12-31$928,144
Participant contributions at end of year2019-12-31$928,144
Participant contributions at beginning of year2019-12-31$882,919
Participant contributions at beginning of year2019-12-31$882,919
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,065,751
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,065,751
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,167,961
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,167,961
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,732,061
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,732,061
Administrative expenses (other) incurred2019-12-31$110,680
Administrative expenses (other) incurred2019-12-31$110,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$9,563,380
Value of net income/loss2019-12-31$9,563,380
Value of net assets at end of year (total assets less liabilities)2019-12-31$52,515,658
Value of net assets at end of year (total assets less liabilities)2019-12-31$52,515,658
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$42,952,278
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$42,952,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$47,895,202
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$47,895,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$38,009,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$38,009,471
Interest on participant loans2019-12-31$48,589
Interest on participant loans2019-12-31$48,589
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,582,212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,582,212
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,852,120
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,852,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,689,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,689,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,951,356
Contributions received in cash from employer2019-12-31$2,951,356
Employer contributions (assets) at end of year2019-12-31$928,359
Employer contributions (assets) at end of year2019-12-31$928,359
Employer contributions (assets) at beginning of year2019-12-31$923,817
Employer contributions (assets) at beginning of year2019-12-31$923,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,663,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,663,531
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SINGERLEWAK LLP
Accountancy firm name2019-12-31SINGERLEWAK LLP
Accountancy firm EIN2019-12-31952302617
Accountancy firm EIN2019-12-31952302617
2018 : BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-4,442,687
Total unrealized appreciation/depreciation of assets2018-12-31$-4,442,687
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$4,167,337
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,111,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,827,209
Expenses. Certain deemed distributions of participant loans2018-12-31$103,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,548,706
Value of total assets at end of year2018-12-31$42,952,278
Value of total assets at beginning of year2018-12-31$42,896,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$181,417
Total interest from all sources2018-12-31$33,832
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,027,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Assets. Real estate other than employer real property at end of year2018-12-31$115,990
Assets. Real estate other than employer real property at beginning of year2018-12-31$115,990
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,640,783
Participant contributions at end of year2018-12-31$882,919
Participant contributions at beginning of year2018-12-31$872,366
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,167,961
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,230,678
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,484,229
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$360
Administrative expenses (other) incurred2018-12-31$181,417
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$55,697
Value of net assets at end of year (total assets less liabilities)2018-12-31$42,952,278
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$42,896,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$38,009,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$38,313,600
Interest on participant loans2018-12-31$33,832
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,852,120
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,479,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,423,694
Employer contributions (assets) at end of year2018-12-31$923,817
Employer contributions (assets) at beginning of year2018-12-31$884,296
Income. Dividends from common stock2018-12-31$2,027,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,827,209
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SINGERLEWAK
Accountancy firm EIN2018-12-31952302617
2017 : BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$4,508,033
Total unrealized appreciation/depreciation of assets2017-12-31$4,508,033
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$10,003,895
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,651,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,473,230
Expenses. Certain deemed distributions of participant loans2017-12-31$14,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,651,125
Value of total assets at end of year2017-12-31$42,896,581
Value of total assets at beginning of year2017-12-31$36,544,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$163,857
Total interest from all sources2017-12-31$33,780
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,810,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Assets. Real estate other than employer real property at end of year2017-12-31$115,990
Assets. Real estate other than employer real property at beginning of year2017-12-31$115,990
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,937,495
Participant contributions at end of year2017-12-31$872,366
Participant contributions at beginning of year2017-12-31$864,807
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,230,678
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,117,784
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$414,117
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$360
Administrative expenses (other) incurred2017-12-31$163,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,352,132
Value of net assets at end of year (total assets less liabilities)2017-12-31$42,896,581
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$36,544,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$38,313,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$31,614,589
Interest on participant loans2017-12-31$33,780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,479,291
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,068,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,299,513
Employer contributions (assets) at end of year2017-12-31$884,296
Employer contributions (assets) at beginning of year2017-12-31$762,799
Income. Dividends from common stock2017-12-31$1,810,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,473,230
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SINGERLEWAK LLP
Accountancy firm EIN2017-12-31952302617
2016 : BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$684,946
Total unrealized appreciation/depreciation of assets2016-12-31$684,946
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$5,416,778
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,943,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,840,321
Expenses. Certain deemed distributions of participant loans2016-12-31$66,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,375,045
Value of total assets at end of year2016-12-31$36,544,449
Value of total assets at beginning of year2016-12-31$34,071,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$36,505
Total interest from all sources2016-12-31$55,032
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,301,755
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Assets. Real estate other than employer real property at end of year2016-12-31$115,990
Assets. Real estate other than employer real property at beginning of year2016-12-31$103,490
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,885,051
Participant contributions at end of year2016-12-31$864,807
Participant contributions at beginning of year2016-12-31$932,065
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,117,784
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,134,623
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$338,511
Administrative expenses (other) incurred2016-12-31$36,505
Total non interest bearing cash at beginning of year2016-12-31$165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,473,352
Value of net assets at end of year (total assets less liabilities)2016-12-31$36,544,449
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$34,071,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$31,614,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$28,275,393
Interest on participant loans2016-12-31$39,097
Value of interest in common/collective trusts at beginning of year2016-12-31$2,916,974
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$15,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,068,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,151,483
Employer contributions (assets) at end of year2016-12-31$762,799
Employer contributions (assets) at beginning of year2016-12-31$708,387
Income. Dividends from common stock2016-12-31$1,301,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,840,321
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SINGERLEWAK, LLP
Accountancy firm EIN2016-12-31952302617
2015 : BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-2,566,683
Total unrealized appreciation/depreciation of assets2015-12-31$-2,566,683
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$4,084
Total income from all sources (including contributions)2015-12-31$1,979,348
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,635,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,465,032
Expenses. Certain deemed distributions of participant loans2015-12-31$37,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,969,663
Value of total assets at end of year2015-12-31$34,071,097
Value of total assets at beginning of year2015-12-31$35,731,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$132,906
Total interest from all sources2015-12-31$37,016
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,539,352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,539,352
Assets. Real estate other than employer real property at end of year2015-12-31$103,490
Assets. Real estate other than employer real property at beginning of year2015-12-31$103,490
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,866,514
Participant contributions at end of year2015-12-31$932,065
Participant contributions at beginning of year2015-12-31$872,848
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,134,623
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,066,916
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$14,414
Administrative expenses (other) incurred2015-12-31$132,906
Total non interest bearing cash at end of year2015-12-31$165
Total non interest bearing cash at beginning of year2015-12-31$42,221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,656,389
Value of net assets at end of year (total assets less liabilities)2015-12-31$34,071,097
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$35,727,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$28,275,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$29,825,430
Interest on participant loans2015-12-31$37,016
Value of interest in common/collective trusts at end of year2015-12-31$2,916,974
Value of interest in common/collective trusts at beginning of year2015-12-31$3,186,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,088,735
Employer contributions (assets) at end of year2015-12-31$708,387
Employer contributions (assets) at beginning of year2015-12-31$634,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,465,032
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$4,084
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31AHERN ADCOCK DEVLIN LLP
Accountancy firm EIN2015-12-31330919055
2014 : BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-300,971
Total unrealized appreciation/depreciation of assets2014-12-31$-300,971
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,084
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$4,138,132
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,873,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,582,130
Expenses. Certain deemed distributions of participant loans2014-12-31$130,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,926,379
Value of total assets at end of year2014-12-31$35,731,570
Value of total assets at beginning of year2014-12-31$34,463,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$160,759
Total interest from all sources2014-12-31$36,266
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,476,458
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,476,458
Assets. Real estate other than employer real property at end of year2014-12-31$103,490
Assets. Real estate other than employer real property at beginning of year2014-12-31$69,750
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,801,190
Participant contributions at end of year2014-12-31$872,848
Participant contributions at beginning of year2014-12-31$874,480
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,066,916
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$801,919
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$207,201
Administrative expenses (other) incurred2014-12-31$160,759
Total non interest bearing cash at end of year2014-12-31$42,221
Total non interest bearing cash at beginning of year2014-12-31$75,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,264,428
Value of net assets at end of year (total assets less liabilities)2014-12-31$35,727,486
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$34,463,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$29,825,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$28,651,457
Interest on participant loans2014-12-31$36,266
Value of interest in common/collective trusts at end of year2014-12-31$3,186,435
Value of interest in common/collective trusts at beginning of year2014-12-31$3,394,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$917,988
Employer contributions (assets) at end of year2014-12-31$634,230
Employer contributions (assets) at beginning of year2014-12-31$594,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,582,130
Liabilities. Value of benefit claims payable at end of year2014-12-31$4,084
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31AHERN ADCOCK DEVLIN LLP
Accountancy firm EIN2014-12-31330919055
2013 : BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$7,421,578
Total loss/gain on sale of assets2013-12-31$2,687,223
Total of all expenses incurred2013-12-31$4,113,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,929,352
Expenses. Certain deemed distributions of participant loans2013-12-31$37,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,707,510
Value of total assets at end of year2013-12-31$34,463,058
Value of total assets at beginning of year2013-12-31$31,154,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$147,011
Total interest from all sources2013-12-31$31,912
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$994,933
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$994,933
Assets. Real estate other than employer real property at end of year2013-12-31$69,750
Assets. Real estate other than employer real property at beginning of year2013-12-31$69,750
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,870,229
Participant contributions at end of year2013-12-31$874,480
Participant contributions at beginning of year2013-12-31$736,319
Assets. Other investments not covered elsewhere at end of year2013-12-31$801,919
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$768,921
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$902,433
Administrative expenses (other) incurred2013-12-31$147,011
Total non interest bearing cash at end of year2013-12-31$75,918
Total non interest bearing cash at beginning of year2013-12-31$76,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,308,139
Value of net assets at end of year (total assets less liabilities)2013-12-31$34,463,058
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$31,154,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$28,651,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$24,633,207
Interest on participant loans2013-12-31$31,912
Value of interest in common/collective trusts at end of year2013-12-31$3,394,624
Value of interest in common/collective trusts at beginning of year2013-12-31$4,192,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$934,848
Employer contributions (assets) at end of year2013-12-31$594,910
Employer contributions (assets) at beginning of year2013-12-31$677,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,929,352
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$2,687,223
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31AHERN ADCOCK DEVLIN LLP
Accountancy firm EIN2013-12-31330919055
2012 : BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$6,615,690
Total loss/gain on sale of assets2012-12-31$1,822,564
Total of all expenses incurred2012-12-31$2,775,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,489,533
Expenses. Certain deemed distributions of participant loans2012-12-31$153,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,653,582
Value of total assets at end of year2012-12-31$31,154,919
Value of total assets at beginning of year2012-12-31$27,314,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$132,118
Total interest from all sources2012-12-31$39,814
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,099,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,099,730
Assets. Real estate other than employer real property at end of year2012-12-31$69,750
Assets. Real estate other than employer real property at beginning of year2012-12-31$69,750
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,920,111
Participant contributions at end of year2012-12-31$736,319
Participant contributions at beginning of year2012-12-31$846,980
Assets. Other investments not covered elsewhere at end of year2012-12-31$768,921
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$633,039
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$733,530
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$13,316
Administrative expenses (other) incurred2012-12-31$132,118
Total non interest bearing cash at end of year2012-12-31$76,622
Total non interest bearing cash at beginning of year2012-12-31$209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,840,263
Value of net assets at end of year (total assets less liabilities)2012-12-31$31,154,919
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$27,314,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$24,633,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$20,609,906
Interest on participant loans2012-12-31$39,814
Value of interest in common/collective trusts at end of year2012-12-31$4,192,690
Value of interest in common/collective trusts at beginning of year2012-12-31$4,327,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$999,941
Employer contributions (assets) at end of year2012-12-31$677,410
Employer contributions (assets) at beginning of year2012-12-31$813,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,489,533
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$100
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$1,822,564
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31AHERN ADCOCK DEVLIN LLP
Accountancy firm EIN2012-12-31330919055
2011 : BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$3,134,515
Total of all expenses incurred2011-12-31$1,011,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$914,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,869,041
Value of total assets at end of year2011-12-31$27,314,656
Value of total assets at beginning of year2011-12-31$25,191,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$97,000
Total interest from all sources2011-12-31$32,980
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$618,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$618,102
Assets. Real estate other than employer real property at end of year2011-12-31$69,750
Assets. Real estate other than employer real property at beginning of year2011-12-31$24,750
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,802,236
Participant contributions at end of year2011-12-31$846,980
Participant contributions at beginning of year2011-12-31$707,742
Assets. Other investments not covered elsewhere at end of year2011-12-31$633,039
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$337,851
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$921,598
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$13,316
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$24,004
Other income not declared elsewhere2011-12-31$8,376
Administrative expenses (other) incurred2011-12-31$97,000
Total non interest bearing cash at end of year2011-12-31$209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,123,153
Value of net assets at end of year (total assets less liabilities)2011-12-31$27,314,656
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$25,191,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at beginning of year2011-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$20,609,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$19,526,253
Interest on participant loans2011-12-31$32,902
Value of interest in common/collective trusts at end of year2011-12-31$4,327,796
Value of interest in common/collective trusts at beginning of year2011-12-31$3,761,738
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$78
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,403,095
Net investment gain or loss from common/collective trusts2011-12-31$9,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,145,207
Employer contributions (assets) at end of year2011-12-31$813,560
Employer contributions (assets) at beginning of year2011-12-31$758,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$914,362
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$100
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,000
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31AHERN ADCOCK DEVLIN LLP
Accountancy firm EIN2011-12-31330919055
2010 : BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$4,750
Total unrealized appreciation/depreciation of assets2010-12-31$4,750
Total transfer of assets from this plan2010-12-31$212,848
Total income from all sources (including contributions)2010-12-31$6,003,860
Total of all expenses incurred2010-12-31$1,359,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,276,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,511,821
Value of total assets at end of year2010-12-31$25,191,503
Value of total assets at beginning of year2010-12-31$20,759,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$82,049
Total interest from all sources2010-12-31$29,613
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Assets. Real estate other than employer real property at end of year2010-12-31$24,750
Assets. Real estate other than employer real property at beginning of year2010-12-31$20,000
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,450,930
Participant contributions at end of year2010-12-31$707,742
Participant contributions at beginning of year2010-12-31$562,715
Assets. Other investments not covered elsewhere at end of year2010-12-31$337,851
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$397,660
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,006,926
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$24,004
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$9,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,644,829
Value of net assets at end of year (total assets less liabilities)2010-12-31$25,191,503
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$20,759,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$50,000
Assets. partnership/joint venture interests at beginning of year2010-12-31$50,000
Investment advisory and management fees2010-12-31$82,049
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$19,526,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,158,480
Interest on participant loans2010-12-31$29,613
Value of interest in common/collective trusts at end of year2010-12-31$3,761,738
Value of interest in common/collective trusts at beginning of year2010-12-31$3,864,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,448,176
Net investment gain or loss from common/collective trusts2010-12-31$9,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,053,965
Employer contributions (assets) at end of year2010-12-31$758,165
Employer contributions (assets) at beginning of year2010-12-31$695,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,276,982
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,000
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,000
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31AHERN ADCOCK DEVLIN LLP
Accountancy firm EIN2010-12-31330919055
2009 : BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN

2022: BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BEST, BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number194517-01
Policy instance 1
Insurance contract or identification number194517-01
Number of Individuals Covered21
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number194517-01
Policy instance 1
Insurance contract or identification number194517-01
Number of Individuals Covered21
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number194517-01
Policy instance 1
Insurance contract or identification number194517-01
Number of Individuals Covered21
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number194517-01
Policy instance 1
Insurance contract or identification number194517-01
Number of Individuals Covered19
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number194517-01
Policy instance 1
Insurance contract or identification number194517-01
Number of Individuals Covered21
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number194517-01
Policy instance 1
Insurance contract or identification number194517-01
Number of Individuals Covered17
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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