BARGER & WOLEN LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BARGER & WOLEN LLP PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2013 : BARGER & WOLEN LLP PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $10,153,584 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $4,344,781 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $4,342,953 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,610,035 |
| Value of total assets at end of year | 2013-12-31 | $47,517,554 |
| Value of total assets at beginning of year | 2013-12-31 | $41,708,751 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,828 |
| Total interest from all sources | 2013-12-31 | $25,770 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,243,035 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,243,035 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $857,567 |
| Participant contributions at end of year | 2013-12-31 | $368,281 |
| Participant contributions at beginning of year | 2013-12-31 | $426,337 |
| Participant contributions at end of year | 2013-12-31 | $165,410 |
| Participant contributions at beginning of year | 2013-12-31 | $88,461 |
| Administrative expenses (other) incurred | 2013-12-31 | $1,828 |
| 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 | $5,808,803 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $47,517,554 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $41,708,751 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $43,751,169 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $36,265,744 |
| Interest on participant loans | 2013-12-31 | $25,420 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $2,480,226 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $3,495,045 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $3,495,045 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $350 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $7,274,744 |
| 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 | $752,468 |
| Employer contributions (assets) at end of year | 2013-12-31 | $752,468 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $1,433,164 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $4,342,953 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | TERESA D. ALLEN, CPA |
| Accountancy firm EIN | 2013-12-31 | 330675418 |
| 2012 : BARGER & WOLEN LLP PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $7,565,534 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $4,743,397 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $4,741,317 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,408,431 |
| Value of total assets at end of year | 2012-12-31 | $41,708,751 |
| Value of total assets at beginning of year | 2012-12-31 | $38,886,614 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,080 |
| Total interest from all sources | 2012-12-31 | $32,518 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,044,360 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $1,044,360 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $961,267 |
| Participant contributions at end of year | 2012-12-31 | $426,337 |
| Participant contributions at beginning of year | 2012-12-31 | $396,834 |
| Participant contributions at end of year | 2012-12-31 | $88,461 |
| Participant contributions at beginning of year | 2012-12-31 | $84,939 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $14,000 |
| Administrative expenses (other) incurred | 2012-12-31 | $2,080 |
| 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 | $2,822,137 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $41,708,751 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $38,886,614 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $36,265,744 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $34,235,992 |
| Interest on participant loans | 2012-12-31 | $32,192 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $3,495,045 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $2,675,201 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $2,675,201 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $326 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $4,080,225 |
| 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 | $1,433,164 |
| Employer contributions (assets) at end of year | 2012-12-31 | $1,433,164 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $1,493,648 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $4,741,317 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | TERESA D. ALLEN, CPA |
| Accountancy firm EIN | 2012-12-31 | 330675418 |
| 2011 : BARGER & WOLEN LLP PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $2,223,855 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $3,044,111 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,042,601 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,510,712 |
| Value of total assets at end of year | 2011-12-31 | $38,886,614 |
| Value of total assets at beginning of year | 2011-12-31 | $39,706,870 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,510 |
| Total interest from all sources | 2011-12-31 | $34,248 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $764,803 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $764,803 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $1,009,341 |
| Participant contributions at end of year | 2011-12-31 | $396,834 |
| Participant contributions at beginning of year | 2011-12-31 | $440,445 |
| Participant contributions at end of year | 2011-12-31 | $84,939 |
| Participant contributions at beginning of year | 2011-12-31 | $118,344 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $7,500 |
| Administrative expenses (other) incurred | 2011-12-31 | $1,510 |
| 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 | $-820,256 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $38,886,614 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $39,706,870 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $34,235,992 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $34,962,521 |
| Interest on participant loans | 2011-12-31 | $33,957 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $2,675,201 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $2,784,868 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $2,784,868 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $291 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,085,908 |
| 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 | $1,493,871 |
| Employer contributions (assets) at end of year | 2011-12-31 | $1,493,648 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $1,400,692 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,042,601 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | TERESA D. ALLEN, CPA |
| Accountancy firm EIN | 2011-12-31 | 330675418 |
| 2010 : BARGER & WOLEN LLP PROFIT SHARING PLAN 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 | $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 | $6,775,897 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $1,782,372 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,780,390 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,492,107 |
| Value of total assets at end of year | 2010-12-31 | $39,706,870 |
| Value of total assets at beginning of year | 2010-12-31 | $34,713,345 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,982 |
| Total interest from all sources | 2010-12-31 | $34,709 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $879,546 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $879,546 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $1,054,551 |
| Participant contributions at end of year | 2010-12-31 | $440,445 |
| Participant contributions at beginning of year | 2010-12-31 | $394,938 |
| Participant contributions at end of year | 2010-12-31 | $118,344 |
| Participant contributions at beginning of year | 2010-12-31 | $80,853 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $36,791 |
| Administrative expenses (other) incurred | 2010-12-31 | $1,982 |
| 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 | $4,993,525 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $39,706,870 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $34,713,345 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $34,962,521 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $29,731,461 |
| Interest on participant loans | 2010-12-31 | $34,170 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $2,784,868 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $3,076,249 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $3,076,249 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $539 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $3,369,535 |
| 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 | $1,400,765 |
| Employer contributions (assets) at end of year | 2010-12-31 | $1,400,692 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $1,429,844 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,780,390 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | TERESA D. ALLEN, CPA |
| Accountancy firm EIN | 2010-12-31 | 330675418 |
| 2009 : BARGER & WOLEN LLP PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
