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CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NameCAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN
Plan identification number 002

CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WORTHINGTON OIL AND GAS CORP. has sponsored the creation of one or more 401k plans.

Company Name:WORTHINGTON OIL AND GAS CORP.
Employer identification number (EIN):952370144
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JULI WURTZ NICK WORTHINGTON2018-09-19
0022016-01-01JULI WURTZ NICK WORTHINGTON2017-10-02
0022015-01-01JULI WURTZ NICK WORTHINGTON2016-07-16
0022014-01-01JULI WURTZ NICK WORTHINGTON2015-07-20
0022013-01-01JULI WURTZ NICK WORTHINGTON2014-08-25
0022012-01-01JULI WURTZ
0022011-01-01JULI WURTZ CAL WORTHINGTON2012-09-10
0022010-01-01JULI WURTZ CAL WORTHINGTON2011-10-05
0022009-01-01JULI WURTZ CAL WORTHINGTON2010-09-22

Plan Statistics for CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022: CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01171
Total number of active participants reported on line 7a of the Form 55002022-01-0183
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0187
Total of all active and inactive participants2022-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01170
Number of participants with account balances2022-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01175
Total number of active participants reported on line 7a of the Form 55002021-01-0181
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0184
Total of all active and inactive participants2021-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01165
Number of participants with account balances2021-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01179
Total number of active participants reported on line 7a of the Form 55002020-01-0185
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0185
Total of all active and inactive participants2020-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01170
Number of participants with account balances2020-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01177
Total number of active participants reported on line 7a of the Form 55002019-01-0183
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0187
Total of all active and inactive participants2019-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01170
Number of participants with account balances2019-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01173
Total number of active participants reported on line 7a of the Form 55002018-01-0183
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0186
Total of all active and inactive participants2018-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01169
Number of participants with account balances2018-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01234
Total number of active participants reported on line 7a of the Form 55002017-01-0189
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0178
Total of all active and inactive participants2017-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01167
Number of participants with account balances2017-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01349
Total number of active participants reported on line 7a of the Form 55002016-01-0187
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01135
Total of all active and inactive participants2016-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01222
Number of participants with account balances2016-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01342
Total number of active participants reported on line 7a of the Form 55002015-01-01240
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0185
Total of all active and inactive participants2015-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01325
Number of participants with account balances2015-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01354
Total number of active participants reported on line 7a of the Form 55002014-01-01259
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0171
Total of all active and inactive participants2014-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01330
Number of participants with account balances2014-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01348
Total number of active participants reported on line 7a of the Form 55002013-01-01275
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0162
Total of all active and inactive participants2013-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01337
Number of participants with account balances2013-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01325
Total number of active participants reported on line 7a of the Form 55002012-01-01264
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0157
Total of all active and inactive participants2012-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01322
Number of participants with account balances2012-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01303
Total number of active participants reported on line 7a of the Form 55002011-01-01248
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0155
Total of all active and inactive participants2011-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01303
Number of participants with account balances2011-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01353
Total number of active participants reported on line 7a of the Form 55002010-01-01226
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0157
Total of all active and inactive participants2010-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01283
Number of participants with account balances2010-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01420
Total number of active participants reported on line 7a of the Form 55002009-01-01268
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0166
Total of all active and inactive participants2009-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01334
Number of participants with account balances2009-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022 : CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-1,470,516
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$145,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$136,115
Value of total corrective distributions2022-12-31$7,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$433,705
Value of total assets at end of year2022-12-31$7,897,711
Value of total assets at beginning of year2022-12-31$9,513,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,742
Total interest from all sources2022-12-31$4,726
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$78,166
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$78,166
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$433,455
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,755,912
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$3,367,163
Other income not declared elsewhere2022-12-31$-743,463
Administrative expenses (other) incurred2022-12-31$600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,615,617
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,897,711
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,513,328
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,831,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,798,600
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$310,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$347,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$347,565
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$4,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,243,650
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$250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$136,115
Contract administrator fees2022-12-31$1,142
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 appraiser2022-12-31No
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31KOBAYASHI & COMPANY
Accountancy firm EIN2022-12-31954297925
2021 : CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT 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$1,823,725
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$567,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$565,938
Value of total corrective distributions2021-12-31$9
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$394,338
Value of total assets at end of year2021-12-31$9,513,328
Value of total assets at beginning of year2021-12-31$8,257,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,896
Total interest from all sources2021-12-31$808
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$61,719
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$61,719
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$394,338
Assets. Other investments not covered elsewhere at end of year2021-12-31$3,367,163
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,783,221
Other income not declared elsewhere2021-12-31$477,688
Administrative expenses (other) incurred2021-12-31$518
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$1,255,882
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,513,328
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,257,446
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,798,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,709,302
Interest on participant loans2021-12-31$0
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$347,565
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$764,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$764,923
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$889,172
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$565,938
Contract administrator fees2021-12-31$1,378
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 appraiser2021-12-31No
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31KOBAYASHI & COMPANY
Accountancy firm EIN2021-12-31954297925
2020 : CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,203,492
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,731,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,721,782
Value of total corrective distributions2020-12-31$6,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$291,864
Value of total assets at end of year2020-12-31$8,257,446
Value of total assets at beginning of year2020-12-31$8,785,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,494
Total interest from all sources2020-12-31$3,255
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$56,565
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$56,565
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$291,864
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,783,221
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,626,658
Other income not declared elsewhere2020-12-31$203,248
Administrative expenses (other) incurred2020-12-31$799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-527,762
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,257,446
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,785,208
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,709,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,363,817
Interest on participant loans2020-12-31$0
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$764,923
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$794,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$794,733
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$648,560
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,721,782
Contract administrator fees2020-12-31$1,695
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 appraiser2020-12-31No
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KOBAYASHI & COMPANY
Accountancy firm EIN2020-12-31954297925
2019 : CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN 2019 401k financial data
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 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$1,721,340
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$151,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$136,540
Value of total corrective distributions2019-12-31$6,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$242,060
Value of total assets at end of year2019-12-31$8,785,208
Value of total assets at beginning of year2019-12-31$7,215,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,441
Total interest from all sources2019-12-31$16,344
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$90,093
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$90,093
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$242,060
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,626,658
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,169,582
Other income not declared elsewhere2019-12-31$395,392
Administrative expenses (other) incurred2019-12-31$881
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$1,569,352
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,785,208
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,215,856
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 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$5,363,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,266,376
Interest on participant loans2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$794,733
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$779,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$779,898
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$16,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$977,451
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$136,540
Contract administrator fees2019-12-31$8,560
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 appraiser2019-12-31No
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KOBAYASHI & COMPANY
Accountancy firm EIN2019-12-31954297925
2018 : CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$0
Total income from all sources (including contributions)2018-12-31$-89,933
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$724,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$702,256
Value of total corrective distributions2018-12-31$4,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$242,946
Value of total assets at end of year2018-12-31$7,215,856
Value of total assets at beginning of year2018-12-31$8,030,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$17,671
Total interest from all sources2018-12-31$28,472
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$74,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$74,687
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$242,946
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,169,582
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,325,873
Other income not declared elsewhere2018-12-31$-233,264
Administrative expenses (other) incurred2018-12-31$1,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-814,548
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,215,856
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,030,404
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
Investment advisory and management fees2018-12-31$3,852
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,266,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,511,456
Interest on participant loans2018-12-31$0
Income. Interest from loans (other than to participants)2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$779,898
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$193,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$193,075
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$28,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-202,774
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$702,256
Contract administrator fees2018-12-31$12,145
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 name2018-12-31KOBAYASHI & COMPANY
Accountancy firm EIN2018-12-31954297925
2017 : CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,551,437
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,673,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,630,258
Value of total corrective distributions2017-12-31$36,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$306,830
Value of total assets at end of year2017-12-31$8,030,404
Value of total assets at beginning of year2017-12-31$9,152,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,055
Total interest from all sources2017-12-31$4,949
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$65,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$65,691
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$281,863
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,325,873
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,678,413
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$24,967
Other income not declared elsewhere2017-12-31$167,857
Administrative expenses (other) incurred2017-12-31$2,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-1,121,826
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,030,404
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,152,230
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$5,511,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,908,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$193,075
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$564,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$564,902
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,006,110
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,630,258
Contract administrator fees2017-12-31$3,825
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 name2017-12-31KOBAYASHI & COMPANY
Accountancy firm EIN2017-12-31954297925
2016 : CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,225,703
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,338,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,272,416
Value of total corrective distributions2016-12-31$59,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$615,976
Value of total assets at end of year2016-12-31$9,152,230
Value of total assets at beginning of year2016-12-31$9,265,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,083
Total interest from all sources2016-12-31$121
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$83,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$83,181
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$615,976
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$23
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,678,413
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,872,170
Other income not declared elsewhere2016-12-31$82,630
Administrative expenses (other) incurred2016-12-31$4,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-113,156
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,152,230
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,265,386
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$5,908,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,077,103
Interest on participant loans2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$564,902
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$316,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$316,090
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$121
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$443,795
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,272,416
Contract administrator fees2016-12-31$3,060
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 name2016-12-31KOBAYASHI & COMPANY
Accountancy firm EIN2016-12-31954297925
2015 : CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$723,826
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,617,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,537,040
Value of total corrective distributions2015-12-31$75,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$730,024
Value of total assets at end of year2015-12-31$9,265,386
Value of total assets at beginning of year2015-12-31$10,158,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,027
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$85,261
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$85,261
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$730,024
Participant contributions at end of year2015-12-31$23
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,872,170
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,627,176
Other income not declared elsewhere2015-12-31$-122,538
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$-893,499
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,265,386
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,158,885
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
Investment advisory and management fees2015-12-31$3,407
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,077,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,185,573
Interest on participant loans2015-12-31$0
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$316,090
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$346,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$346,136
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$31,079
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,537,040
Contract administrator fees2015-12-31$1,620
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 name2015-12-31KOBAYASHI & COMPANY
Accountancy firm EIN2015-12-31954297925
2014 : CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,173,919
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$837,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$785,153
Value of total corrective distributions2014-12-31$44,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$703,298
Value of total assets at end of year2014-12-31$10,158,885
Value of total assets at beginning of year2014-12-31$9,822,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,232
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$89,067
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$89,067
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$703,298
Participant contributions at beginning of year2014-12-31$17,500
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,627,176
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$2,172,295
Other income not declared elsewhere2014-12-31$-71,597
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$336,567
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,158,885
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,822,318
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
Investment advisory and management fees2014-12-31$5,132
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,185,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,013,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$346,136
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$619,117
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$619,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$453,151
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$785,153
Contract administrator fees2014-12-31$2,100
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 appraiser2014-12-31No
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 name2014-12-31KOBAYASHI & COMPANY
Accountancy firm EIN2014-12-31954297925
2013 : CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT 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$2,348,062
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$386,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$370,919
Value of total corrective distributions2013-12-31$11,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$775,925
Value of total assets at end of year2013-12-31$9,822,318
Value of total assets at beginning of year2013-12-31$7,861,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,267
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$87,873
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$87,873
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$775,925
Participant contributions at end of year2013-12-31$17,500
Participant contributions at beginning of year2013-12-31$397
Assets. Other investments not covered elsewhere at end of year2013-12-31$2,172,295
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,597,098
Other income not declared elsewhere2013-12-31$222,299
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$1,961,167
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,822,318
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,861,151
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
Investment advisory and management fees2013-12-31$2,640
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,013,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,732,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$619,117
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$531,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$531,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,261,965
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$370,919
Contract administrator fees2013-12-31$1,627
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 appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
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 name2013-12-31KOBAYASHI & COMPANY
Accountancy firm EIN2013-12-31954297925
2012 : CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,644,397
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$374,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$339,240
Value of total corrective distributions2012-12-31$31,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$778,888
Value of total assets at end of year2012-12-31$7,861,151
Value of total assets at beginning of year2012-12-31$6,591,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,738
Total interest from all sources2012-12-31$189
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$94,291
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$94,291
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$778,387
Participant contributions at end of year2012-12-31$397
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,597,098
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$882,471
Other income not declared elsewhere2012-12-31$109,540
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$1,269,709
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,861,151
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,591,442
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$5,732,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,177,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$531,118
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$531,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$531,706
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$661,489
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$501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$339,240
Contract administrator fees2012-12-31$3,738
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 appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
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 name2012-12-31KEN JONES
Accountancy firm EIN2012-12-31262237848
2011 : CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$579,652
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$388,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$317,863
Value of total corrective distributions2011-12-31$68,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$667,655
Value of total assets at end of year2011-12-31$6,591,442
Value of total assets at beginning of year2011-12-31$6,399,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,620
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$100,029
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$100,029
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$667,655
Assets. Other investments not covered elsewhere at end of year2011-12-31$882,471
Other income not declared elsewhere2011-12-31$-27,200
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$191,523
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,591,442
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,399,919
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,177,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,758,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$531,706
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$641,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$641,860
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-160,832
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$317,863
Contract administrator fees2011-12-31$1,620
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 appraiser2011-12-31No
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 name2011-12-31KEN JONES
Accountancy firm EIN2011-12-31262237848
2010 : CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,122,921
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$715,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$630,965
Value of total corrective distributions2010-12-31$82,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$558,411
Value of total assets at end of year2010-12-31$6,399,919
Value of total assets at beginning of year2010-12-31$5,992,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,700
Total interest from all sources2010-12-31$10
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$99,720
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$99,720
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$558,411
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$407,123
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,399,919
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,992,796
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,758,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,169,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$641,860
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$823,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$823,477
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$464,780
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$630,965
Contract administrator fees2010-12-31$2,700
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 appraiser2010-12-31No
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 name2010-12-31KEN JONES
Accountancy firm EIN2010-12-31262237848
2009 : CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT 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 CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN

2022: CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT 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: CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT 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: CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT 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: CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT 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: CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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
2010: CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CAL WORTHINGTON 401(K) EMPLOYEE SAVINGS AND RETIREMENT 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

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