401k Plan data: W.D. YOUNG & SONS, INC plan

W.D. YOUNG & SONS, INC 401k Plan overview

Plan Name	W.D. YOUNG & SONS, INC
Plan identification number	501

W.D. YOUNG & SONS, INC Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision

401k Sponsoring company profile

W.D. YOUNG & SONS, INC has sponsored the creation of one or more 401k plans.

Company Name: W.D. YOUNG & SONS, INC

Employer identification number (EIN): 953640907

NAIC Classification: 111400
NAIC Description: Greenhouse, Nursery, and Floriculture Production

Form 5500 Filing Information

Submission information for form 5500 for 401k plan W.D. YOUNG & SONS, INC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2014-01-01 DONNA ROSALES DONNA ROSALES 2015-09-30
501 2013-01-01 DONNA ROSALES
501 2012-01-01 DONNA ROSALES
501 2011-01-01 DONNA ROSALES DONNA ROSALES 2012-09-05
501 2010-01-01 DONNA ROSALES DONNA ROSALES 2011-07-21
501 2009-01-01 DONNA ROSALES DONNA ROSALES 2010-10-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
501	2014-01-01	DONNA ROSALES	DONNA ROSALES	2015-09-30
501	2013-01-01	DONNA ROSALES
501	2012-01-01	DONNA ROSALES
501	2011-01-01	DONNA ROSALES	DONNA ROSALES	2012-09-05
501	2010-01-01	DONNA ROSALES	DONNA ROSALES	2011-07-21
501	2009-01-01	DONNA ROSALES	DONNA ROSALES	2010-10-12

Plan Statistics for W.D. YOUNG & SONS, INC

401k plan membership statisitcs for W.D. YOUNG & SONS, INC

Measure Date Value
2014: W.D. YOUNG & SONS, INC 2014 401k membership
Total participants, beginning-of-year 2014-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 57
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 57
2013: W.D. YOUNG & SONS, INC 2013 401k membership
Total participants, beginning-of-year 2013-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 59
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 59
2012: W.D. YOUNG & SONS, INC 2012 401k membership
Total participants, beginning-of-year 2012-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 130
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 130
2011: W.D. YOUNG & SONS, INC 2011 401k membership
Total participants, beginning-of-year 2011-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 142
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 142
2010: W.D. YOUNG & SONS, INC 2010 401k membership
Total participants, beginning-of-year 2010-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 150
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 150
2009: W.D. YOUNG & SONS, INC 2009 401k membership
Total participants, beginning-of-year 2009-01-01 191
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 162
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 162

Measure	Date	Value
2014: W.D. YOUNG & SONS, INC 2014 401k membership
Total participants, beginning-of-year	2014-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	57
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	57
2013: W.D. YOUNG & SONS, INC 2013 401k membership
Total participants, beginning-of-year	2013-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	59
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	59
2012: W.D. YOUNG & SONS, INC 2012 401k membership
Total participants, beginning-of-year	2012-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	130
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	130
2011: W.D. YOUNG & SONS, INC 2011 401k membership
Total participants, beginning-of-year	2011-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	142
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	142
2010: W.D. YOUNG & SONS, INC 2010 401k membership
Total participants, beginning-of-year	2010-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	150
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	150
2009: W.D. YOUNG & SONS, INC 2009 401k membership
Total participants, beginning-of-year	2009-01-01	191
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	162
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	162

Financial Data on W.D. YOUNG & SONS, INC

Measure	Date	Value
2014 : W.D. YOUNG & SONS, INC 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$18,159
Total plan liabilities at beginning of year	2014-12-31	$60,775
Total income from all sources	2014-12-31	$206,302
Expenses. Total of all expenses incurred	2014-12-31	$208,277
Benefits paid (including direct rollovers)	2014-12-31	$148,958
Total plan assets at end of year	2014-12-31	$19,545
Total plan assets at beginning of year	2014-12-31	$64,136
Value of fidelity bond covering the plan	2014-12-31	$10,000
Total contributions received or receivable from participants	2014-12-31	$6,805
Contributions received from other sources (not participants or employers)	2014-12-31	$26,904
Net income (gross income less expenses)	2014-12-31	$-1,975
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,386
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,361
Total contributions received or receivable from employer(s)	2014-12-31	$172,593
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$59,319
2013 : W.D. YOUNG & SONS, INC 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$60,775
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$64,330
Total income from all sources (including contributions)	2013-12-31	$310,101
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$325,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$303,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$310,101
Value of total assets at end of year	2013-12-31	$64,136
Value of total assets at beginning of year	2013-12-31	$83,320
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$21,864
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$5,513
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$22,469
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$17,417
Liabilities. Value of operating payables at end of year	2013-12-31	$22,469
Liabilities. Value of operating payables at beginning of year	2013-12-31	$17,417
Total non interest bearing cash at end of year	2013-12-31	$3,361
Total non interest bearing cash at beginning of year	2013-12-31	$18,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-15,629
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,361
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$18,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$50,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$304,588
Employer contributions (assets) at end of year	2013-12-31	$38,306
Employer contributions (assets) at beginning of year	2013-12-31	$46,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$253,482
Contract administrator fees	2013-12-31	$21,864
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$38,306
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$46,913
Did the plan have assets held for investment	2013-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	STOUGHTON DAVIDSON ACCOUNTANCY
Accountancy firm EIN	2013-12-31	942248751
2012 : W.D. YOUNG & SONS, INC 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$64,330
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$93,467
Total income from all sources (including contributions)	2012-12-31	$410,156
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$393,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$360,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$410,156
Value of total assets at end of year	2012-12-31	$83,320
Value of total assets at beginning of year	2012-12-31	$95,683
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$32,975
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$31,460
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$17,417
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$17,794
Liabilities. Value of operating payables at end of year	2012-12-31	$17,417
Liabilities. Value of operating payables at beginning of year	2012-12-31	$17,794
Total non interest bearing cash at end of year	2012-12-31	$18,990
Total non interest bearing cash at beginning of year	2012-12-31	$2,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$16,774
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$18,990
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$80,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$378,696
Employer contributions (assets) at end of year	2012-12-31	$46,913
Employer contributions (assets) at beginning of year	2012-12-31	$75,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$279,980
Contract administrator fees	2012-12-31	$32,975
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$46,913
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$75,673
Did the plan have assets held for investment	2012-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	STOUGHTON DAVIDSON ACCOUNTANCY
Accountancy firm EIN	2012-12-31	942248751
2011 : W.D. YOUNG & SONS, INC 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$93,467
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$33,710
Total income from all sources (including contributions)	2011-12-31	$440,023
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$445,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$315,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$440,023
Value of total assets at end of year	2011-12-31	$95,683
Value of total assets at beginning of year	2011-12-31	$41,885
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$130,613
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$1,650
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$10,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$24,493
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$17,794
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$9,968
Administrative expenses (other) incurred	2011-12-31	$94,003
Liabilities. Value of operating payables at end of year	2011-12-31	$17,794
Liabilities. Value of operating payables at beginning of year	2011-12-31	$9,968
Total non interest bearing cash at end of year	2011-12-31	$2,216
Total non interest bearing cash at beginning of year	2011-12-31	$8,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-5,959
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,216
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$8,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$415,530
Employer contributions (assets) at end of year	2011-12-31	$75,673
Employer contributions (assets) at beginning of year	2011-12-31	$23,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$315,369
Contract administrator fees	2011-12-31	$34,960
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$75,673
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$23,742
Did the plan have assets held for investment	2011-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	FOREST MCQUEEN CERTIFIED PUBLIC ACC
Accountancy firm EIN	2011-12-31	941724730
2010 : W.D. YOUNG & SONS, INC 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$33,710
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$68,287
Total income from all sources (including contributions)	2010-12-31	$416,699
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$409,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$243,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$416,699
Value of total assets at end of year	2010-12-31	$41,885
Value of total assets at beginning of year	2010-12-31	$69,180
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$165,520
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$1,650
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$3,705
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$3,739
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$9,968
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$21,037
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$10,550
Administrative expenses (other) incurred	2010-12-31	$128,741
Liabilities. Value of operating payables at end of year	2010-12-31	$9,968
Liabilities. Value of operating payables at beginning of year	2010-12-31	$10,487
Total non interest bearing cash at end of year	2010-12-31	$8,175
Total non interest bearing cash at beginning of year	2010-12-31	$893
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$7,282
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$8,175
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$409,255
Employer contributions (assets) at end of year	2010-12-31	$23,742
Employer contributions (assets) at beginning of year	2010-12-31	$47,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$243,897
Contract administrator fees	2010-12-31	$35,129
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$23,742
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$47,250
Did the plan have assets held for investment	2010-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	FOREST MCQUEEN CERTIFIED PUBLIC ACC
Accountancy firm EIN	2010-12-31	941724730

Form 5500 Responses for W.D. YOUNG & SONS, INC

2014: W.D. YOUNG & SONS, INC 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: W.D. YOUNG & SONS, INC 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: W.D. YOUNG & SONS, INC 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: W.D. YOUNG & SONS, INC 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: W.D. YOUNG & SONS, INC 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: W.D. YOUNG & SONS, INC 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )

Policy contract number

UP-75T4

Policy instance

Insurance contract or identification number	UP-75T4
Number of Individuals Covered	57
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $2,229
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,672
Insurance broker organization code?	0
Insurance broker name	SMITH BOMAN & ASSOCIATES

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )

Policy contract number

UP-75T4

Policy instance

Insurance contract or identification number	UP-75T4
Number of Individuals Covered	59
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $3,155
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $2,366
Insurance broker organization code?	0
Insurance broker name	SMITH BOMAN & ASSOCIATES

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )

Policy contract number

UP-75T4

Policy instance

Insurance contract or identification number	UP-75T4
Number of Individuals Covered	130
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $5,127
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $3,845
Insurance broker organization code?	0
Insurance broker name	SMITH BOMAN & ASSOCIATES

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )

Policy contract number

UP-75T4

Policy instance

Insurance contract or identification number	UP-75T4
Number of Individuals Covered	142
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $5,272
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )

Policy contract number

UP-75T4

Policy instance

Insurance contract or identification number	UP-75T4
Number of Individuals Covered	150
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $5,832
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $4,374
Additional information about fees paid to insurance broker	PREMIUM
Insurance broker organization code?	0
Insurance broker name	SMITH BOMAN & ASSOCIATES

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	W.D. YOUNG & SONS, INC
Employer identification number (EIN):	953640907
NAIC Classification:	111400
NAIC Description:	Greenhouse, Nursery, and Floriculture Production