Civic Intelligence
Filing

MISSOURI AGGREGATES 401K PLAN

Farmer Holding Co Inc. • EIN 43-1911557 • Plan year 2004

Filing Insights

Participants

Up

399 → 461

62 • 15.54%

Assets

Up

$0 → $2,872,213

$2,872,213

Investment Management Fee

0.00%

$0

Admin expenses $0 • Total expenses $11,396

Filing Details

Context
Net investment result
$2,872,213
Pension payor EIN
20-0634069

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

No

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

No

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Yes

5% transactions reported

No

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties
ProviderServicesLocationDirect CompensationRelated
WILLIAM KEEPERS LLC - JOHN SHEEHANEIN 43-1126847Accountant--

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202422,443$83,265,008$14,432,260$5,908iApproximate average salary by contribution assumption: employee only about $147,690 at 4% or $98,460 at 6%; with 50% employer match about $98,460 at 4% or $65,640 at 6%; with 100% employer match about $73,845 at 4% or $49,230 at 6%.
Missouri Aggregates 401(K) Plan-2,356$83,265,008$14,432,260$6,126iApproximate average salary by contribution assumption: employee only about $153,144 at 4% or $102,096 at 6%; with 50% employer match about $102,096 at 4% or $68,064 at 6%; with 100% employer match about $76,572 at 4% or $51,048 at 6%.
Farmer Holding Company Employee Welfare Benefits Plan-2,443---
202322,107$60,522,346$10,777,057$5,115iApproximate average salary by contribution assumption: employee only about $127,872 at 4% or $85,248 at 6%; with 50% employer match about $85,248 at 4% or $56,832 at 6%; with 100% employer match about $63,936 at 4% or $42,624 at 6%.
Missouri Aggregates 401(K) Plan-2,107$60,522,346$10,777,057$5,115iApproximate average salary by contribution assumption: employee only about $127,872 at 4% or $85,248 at 6%; with 50% employer match about $85,248 at 4% or $56,832 at 6%; with 100% employer match about $63,936 at 4% or $42,624 at 6%.
Farmer Holding Company Employee Welfare Benefits Plan-1,490---
202221,766$47,935,453$8,666,465$4,907iApproximate average salary by contribution assumption: employee only about $122,685 at 4% or $81,790 at 6%; with 50% employer match about $81,790 at 4% or $54,527 at 6%; with 100% employer match about $61,342 at 4% or $40,895 at 6%.
Missouri Aggregates 401(K) Plan-1,766$47,935,453$8,666,465$4,907iApproximate average salary by contribution assumption: employee only about $122,685 at 4% or $81,790 at 6%; with 50% employer match about $81,790 at 4% or $54,527 at 6%; with 100% employer match about $61,342 at 4% or $40,895 at 6%.
Farmer Holding Company Employee Welfare Benefits Plan-1,346---
202121,612$53,077,112$8,925,330$5,537iApproximate average salary by contribution assumption: employee only about $138,420 at 4% or $92,280 at 6%; with 50% employer match about $92,280 at 4% or $61,520 at 6%; with 100% employer match about $69,210 at 4% or $46,140 at 6%.
Missouri Aggregates 401(K) Plan-1,612$53,077,112$8,925,330$5,537iApproximate average salary by contribution assumption: employee only about $138,420 at 4% or $92,280 at 6%; with 50% employer match about $92,280 at 4% or $61,520 at 6%; with 100% employer match about $69,210 at 4% or $46,140 at 6%.
Farmer Holding Company Employee Welfare Benefits Plan-1,343---
202021,469$42,900,848$6,562,327$4,467iApproximate average salary by contribution assumption: employee only about $111,680 at 4% or $74,453 at 6%; with 50% employer match about $74,453 at 4% or $49,636 at 6%; with 100% employer match about $55,840 at 4% or $37,227 at 6%.
Missouri Aggregates 401(K) Plan-1,469$42,900,848$6,562,327$4,467iApproximate average salary by contribution assumption: employee only about $111,680 at 4% or $74,453 at 6%; with 50% employer match about $74,453 at 4% or $49,636 at 6%; with 100% employer match about $55,840 at 4% or $37,227 at 6%.
Farmer Holding Company Employee Welfare Benefits Plan-976---
201921,564$34,841,065$6,287,217$4,020iApproximate average salary by contribution assumption: employee only about $100,499 at 4% or $66,999 at 6%; with 50% employer match about $66,999 at 4% or $44,666 at 6%; with 100% employer match about $50,249 at 4% or $33,500 at 6%.
Missouri Aggregates 401(K) Plan-1,564$34,841,065$6,287,217$4,020iApproximate average salary by contribution assumption: employee only about $100,499 at 4% or $66,999 at 6%; with 50% employer match about $66,999 at 4% or $44,666 at 6%; with 100% employer match about $50,249 at 4% or $33,500 at 6%.
Farmer Holding Company Employee Welfare Benefits Plan-971---
201821,389$25,796,673$6,332,301$4,559iApproximate average salary by contribution assumption: employee only about $113,972 at 4% or $75,982 at 6%; with 50% employer match about $75,982 at 4% or $50,654 at 6%; with 100% employer match about $56,986 at 4% or $37,991 at 6%.
Missouri Aggregates 401(K) Plan-1,389$25,796,673$6,332,301$4,559iApproximate average salary by contribution assumption: employee only about $113,972 at 4% or $75,982 at 6%; with 50% employer match about $75,982 at 4% or $50,654 at 6%; with 100% employer match about $56,986 at 4% or $37,991 at 6%.
Farmer Holding Company Employee Welfare Benefits Plan-759---
20172884$19,604,604$3,485,688$3,943iApproximate average salary by contribution assumption: employee only about $98,577 at 4% or $65,718 at 6%; with 50% employer match about $65,718 at 4% or $43,812 at 6%; with 100% employer match about $49,289 at 4% or $32,859 at 6%.
Missouri Aggregates 401(K) Plan-884$19,604,604$3,485,688$3,943iApproximate average salary by contribution assumption: employee only about $98,577 at 4% or $65,718 at 6%; with 50% employer match about $65,718 at 4% or $43,812 at 6%; with 100% employer match about $49,289 at 4% or $32,859 at 6%.
Farmer Holding Company Employee Welfare Benefits Plan-594---
20163813$14,564,453$2,240,717$2,756iApproximate average salary by contribution assumption: employee only about $68,903 at 4% or $45,935 at 6%; with 50% employer match about $45,935 at 4% or $30,623 at 6%; with 100% employer match about $34,451 at 4% or $22,968 at 6%.
Missouri Aggregates 401(K) Plan-813$14,564,453$2,240,717$2,756iApproximate average salary by contribution assumption: employee only about $68,903 at 4% or $45,935 at 6%; with 50% employer match about $45,935 at 4% or $30,623 at 6%; with 100% employer match about $34,451 at 4% or $22,968 at 6%.
Farmer Holding Co Inc. Health and Welfare Plan-594---
Farmer Holding Co Inc. Health and Welfare Plan-520---
20153462$12,582,742$1,451,895$3,143iApproximate average salary by contribution assumption: employee only about $78,566 at 4% or $52,377 at 6%; with 50% employer match about $52,377 at 4% or $34,918 at 6%; with 100% employer match about $39,283 at 4% or $26,189 at 6%.
Missouri Aggregates 401(K) Plan-462$12,582,742$1,451,895$3,143iApproximate average salary by contribution assumption: employee only about $78,566 at 4% or $52,377 at 6%; with 50% employer match about $52,377 at 4% or $34,918 at 6%; with 100% employer match about $39,283 at 4% or $26,189 at 6%.
Farmer Holding Co Inc. Health and Welfare Plan-299---
Farmer Holding Co Inc. Health and Welfare Plan-299---
20143374$12,106,988$1,196,506$3,199iApproximate average salary by contribution assumption: employee only about $79,980 at 4% or $53,320 at 6%; with 50% employer match about $53,320 at 4% or $35,547 at 6%; with 100% employer match about $39,990 at 4% or $26,660 at 6%.
Missouri Aggregates 401(K) Plan-374$12,106,988$1,196,506$3,199iApproximate average salary by contribution assumption: employee only about $79,980 at 4% or $53,320 at 6%; with 50% employer match about $53,320 at 4% or $35,547 at 6%; with 100% employer match about $39,990 at 4% or $26,660 at 6%.
Farmer Holding Co Inc. Health and Welfare Plan-311---
Farmer Holding Co Inc. Health and Welfare Plan-266---
20133342$11,180,317$1,123,185$3,284iApproximate average salary by contribution assumption: employee only about $82,104 at 4% or $54,736 at 6%; with 50% employer match about $54,736 at 4% or $36,491 at 6%; with 100% employer match about $41,052 at 4% or $27,368 at 6%.
Missouri Aggregates 401(K) Plan-342$11,180,317$1,123,185$3,284iApproximate average salary by contribution assumption: employee only about $82,104 at 4% or $54,736 at 6%; with 50% employer match about $54,736 at 4% or $36,491 at 6%; with 100% employer match about $41,052 at 4% or $27,368 at 6%.
Farmer Holding Co Inc. Health and Welfare Plan-247---
Farmer Holding Co Inc. Health and Welfare Plan-289---
20121344$8,733,974$1,154,568$3,356iApproximate average salary by contribution assumption: employee only about $83,908 at 4% or $55,938 at 6%; with 50% employer match about $55,938 at 4% or $37,292 at 6%; with 100% employer match about $41,954 at 4% or $27,969 at 6%.
Missouri Aggregates 401(K) Plan-344$8,733,974$1,154,568$3,356iApproximate average salary by contribution assumption: employee only about $83,908 at 4% or $55,938 at 6%; with 50% employer match about $55,938 at 4% or $37,292 at 6%; with 100% employer match about $41,954 at 4% or $27,969 at 6%.
20111261$7,328,479$783,551$3,002iApproximate average salary by contribution assumption: employee only about $75,053 at 4% or $50,035 at 6%; with 50% employer match about $50,035 at 4% or $33,357 at 6%; with 100% employer match about $37,526 at 4% or $25,018 at 6%.
Missouri Aggregates 401(K) Plan-261$7,328,479$783,551$3,002iApproximate average salary by contribution assumption: employee only about $75,053 at 4% or $50,035 at 6%; with 50% employer match about $50,035 at 4% or $33,357 at 6%; with 100% employer match about $37,526 at 4% or $25,018 at 6%.
20101302$7,192,093$973,045$3,222iApproximate average salary by contribution assumption: employee only about $80,550 at 4% or $53,700 at 6%; with 50% employer match about $53,700 at 4% or $35,800 at 6%; with 100% employer match about $40,275 at 4% or $26,850 at 6%.
Missouri Aggregates 401(K) Plan-302$7,192,093$973,045$3,222iApproximate average salary by contribution assumption: employee only about $80,550 at 4% or $53,700 at 6%; with 50% employer match about $53,700 at 4% or $35,800 at 6%; with 100% employer match about $40,275 at 4% or $26,850 at 6%.
20091280$5,756,899$783,040$2,797iApproximate average salary by contribution assumption: employee only about $69,914 at 4% or $46,610 at 6%; with 50% employer match about $46,610 at 4% or $31,073 at 6%; with 100% employer match about $34,957 at 4% or $23,305 at 6%.
Missouri Aggregates 401(K) Plan-280$5,756,899$783,040$2,797iApproximate average salary by contribution assumption: employee only about $69,914 at 4% or $46,610 at 6%; with 50% employer match about $46,610 at 4% or $31,073 at 6%; with 100% employer match about $34,957 at 4% or $23,305 at 6%.
20081291$4,510,167$876,257$3,011iApproximate average salary by contribution assumption: employee only about $75,280 at 4% or $50,187 at 6%; with 50% employer match about $50,187 at 4% or $33,458 at 6%; with 100% employer match about $37,640 at 4% or $25,093 at 6%.
Missouri Aggregates 401(K) Plan-291$4,510,167$876,257$3,011iApproximate average salary by contribution assumption: employee only about $75,280 at 4% or $50,187 at 6%; with 50% employer match about $50,187 at 4% or $33,458 at 6%; with 100% employer match about $37,640 at 4% or $25,093 at 6%.
20061479$5,387,157$1,095,827$2,288iApproximate average salary by contribution assumption: employee only about $57,193 at 4% or $38,129 at 6%; with 50% employer match about $38,129 at 4% or $25,419 at 6%; with 100% employer match about $28,597 at 4% or $19,064 at 6%.
MISSOURI AGGREGATES 401K PLAN-479$5,387,157$1,095,827$2,288iApproximate average salary by contribution assumption: employee only about $57,193 at 4% or $38,129 at 6%; with 50% employer match about $38,129 at 4% or $25,419 at 6%; with 100% employer match about $28,597 at 4% or $19,064 at 6%.
20051512$3,980,608$999,578$1,952iApproximate average salary by contribution assumption: employee only about $48,808 at 4% or $32,538 at 6%; with 50% employer match about $32,538 at 4% or $21,692 at 6%; with 100% employer match about $24,404 at 4% or $16,269 at 6%.
MISSOURI AGGREGATES 401K PLAN-512$3,980,608$999,578$1,952iApproximate average salary by contribution assumption: employee only about $48,808 at 4% or $32,538 at 6%; with 50% employer match about $32,538 at 4% or $21,692 at 6%; with 100% employer match about $24,404 at 4% or $16,269 at 6%.
20041461$2,872,213$2,688,866$5,833iApproximate average salary by contribution assumption: employee only about $145,817 at 4% or $97,211 at 6%; with 50% employer match about $97,211 at 4% or $64,808 at 6%; with 100% employer match about $72,909 at 4% or $48,606 at 6%.
MISSOURI AGGREGATES 401K PLANCurrent461$2,872,213$2,688,866$5,833iApproximate average salary by contribution assumption: employee only about $145,817 at 4% or $97,211 at 6%; with 50% employer match about $97,211 at 4% or $64,808 at 6%; with 100% employer match about $72,909 at 4% or $48,606 at 6%.
Schedule Details

Schedule H

Schedule H Financial Statement

Large plan result

Assets, contributions, fees, audit, and compliance fields reported for this large-plan filing.

End-of-year assets$2,872,213$2,872,213 change

Balance Sheet

Beginning and end of plan year.

Total assets$0$2,872,213Increase +$2,872,213
Total liabilities$0$0No change $0
Net assets$0$2,872,213Increase +$2,872,213

Contributions

Employer contributions$360,776
Participant contributions$574,008
Other contributions$1,754,082
Total contributions$2,688,866

Income & Investment Result

Total income$2,883,609
Interest$0
Dividends$0
Net income$2,872,213

Expenses & Fees

Benefits paid$11,396
Investment management$0
Administrative expenses$0
Total expenses$11,396

Accountant

FirmWILLIAM KEEPERS LLC - JOHN SHEEHAN
Firm EIN43-1126847

Compliance

Fidelity bondYes
Fidelity bond amount$300,000
Participant loans$0
Late contributionsNo
Schedule H source fields
Financial summary
Total assets at beginning of year: $0Total assets at end of year: $2,872,213Total liabilities at end of year: $0Net income or loss: $2,872,213
Filing Id
91037347314275
Schedule H EIN
43-1911557
Schedule H Plan number
001
Schedule H Plan Year Begin Date
2004-01-01
Schedule H Tax Period
20041231
Non Interest Bear Cash Beginning of year Amount
$0
Employer Contribution Beginning of year Amount
$0
Participants Contribution Beginning of year Amount
$0
Other Receivables Beginning of year Amount
$0
Interest Bear Cash Beginning of year Amount
$0
Govt Sec Beginning of year Amount
$0
Corp Debt Preferred Beginning of year Amount
$0
Corp Debt Other Beginning of year Amount
$0
Pref Stock Beginning of year Amount
$0
Common Stock Beginning of year Amount
$0
Joint Venture Beginning of year Amount
$0
Real Estate Beginning of year Amount
$0
Other Loans Beginning of year Amount
$0
Participant loans at beginning of year
$0
Interest Common Tr Beginning of year Amount
$0
Interest Pool Sep Account Beginning of year Amount
$0
Interest Master Tr Beginning of year Amount
$0
Interest 103 12 Investment Beginning of year Amount
$0
Interest in registered investment companies at beginning of year
$0
Ins Co Gen Account Beginning of year Amount
$0
Oth Investment Beginning of year Amount
$0
Employer Sec Beginning of year Amount
$0
Employer Prop Beginning of year Amount
$0
Bldgs Used Beginning of year Amount
$0
Total assets at beginning of year
$0
Bnfts Payable Beginning of year Amount
$0
Oprtng Payable Beginning of year Amount
$0
Acquis Indbt Beginning of year Amount
$0
Other Liability Beginning of year Amount
$0
Total liabilities at beginning of year
$0
Net assets at beginning of year
$0
Non Interest Bear Cash End of year Amount
$0
Employer Contribution End of year Amount
$21,010
Participants Contribution End of year Amount
$23,066
Other Receivables End of year Amount
$0
Interest Bear Cash End of year Amount
$0
Govt Sec End of year Amount
$0
Corp Debt Preferred End of year Amount
$0
Corp Debt Other End of year Amount
$0
Pref Stock End of year Amount
$0
Common Stock End of year Amount
$0
Joint Venture End of year Amount
$0
Real Estate End of year Amount
$0
Other Loans End of year Amount
$0
Participant loans at end of year
$0
Interest Common Tr End of year Amount
$0
Interest Pool Sep Account End of year Amount
$0
Interest Master Tr End of year Amount
$0
Interest 103 12 Investment End of year Amount
$0
Interest in registered investment companies at end of year
$2,828,137
Ins Co Gen Account End of year Amount
$0
Oth Investment End of year Amount
$0
Employer Sec End of year Amount
$0
Employer Prop End of year Amount
$0
Bldgs Used End of year Amount
$0
Total assets at end of year
$2,872,213
Bnfts Payable End of year Amount
$0
Oprtng Payable End of year Amount
$0
Acquis Indbt End of year Amount
$0
Other Liability End of year Amount
$0
Total liabilities at end of year
$0
Net assets at end of year
$2,872,213
Employer contributions
$360,776
Participant contributions
$574,008
Oth Contribution Rcvd Amount
$1,754,082
Non Cash Contribution Bs Amount
$0
Total contributions
$2,688,866
Interest Bear Cash Amount
$0
Interest On Govt Sec Amount
$0
Interest On Corp Debt Amount
$0
Interest On Oth Loans Amount
$0
Interest on participant loans
$0
Interest On Oth Investment Amount
$0
Total interest income
$0
Divnd Pref Stock Amount
$0
Divnd Common Stock Amount
$0
Total dividend income
$0
Total Rents Amount
$0
Aggregate Proceeds Amount
$43,426
Aggregate Costs Amount
$43,950
Net gain or loss on sale of assets
$-524
Unrealized Apprctn Re Amount
$0
Unrealized Apprctn Oth Amount
$0
Net unrealized appreciation or depreciation
$0
Gain Loss Com Trust Amount
$0
Gain Loss Pool Sep Amount
$0
Gain Loss Master Tr Amount
$0
Gain Loss 103 12 Investment Amount
$0
Gain or loss on registered investments
$160,103
Other Income Amount
$35,164
Total income
$2,883,609
Participant distributions
$11,396
Ins Carrier Bnfts Amount
$0
Oth Bnft Payment Amount
$0
Total benefit distributions
$11,396
Total Corrective Distribution Amount
$0
Total Dm Distribution Ptcp Lns A
0
Total Interest Expense Amount
$0
Professional Fees Amount
$0
Contract Admin Fees Amount
$0
Investment management fees
$0
Other Admin Fees Amount
$0
Total administrative expenses
$0
Total expenses
$11,396
Net income or loss
$2,872,213
Total Transfers To Amount
$0
Transfers from other plans
$0
Accountant Opinion Type Indicator
3
Account Performed Limited Audit Indicator
Yes
Accountant firm name
WILLIAM KEEPERS LLC - JOHN SHEEHAN
Accountant firm EIN
43-1126847
Failed to transmit participant contributions on time
No
Fail Transmit Contribution Amount
$0
Participant loans in default
No
Loans In Default Amount
$0
Leases in default
No
Leases In Default Amount
$0
Nonexempt transactions with parties in interest
No
Party In Interest Not Reported Amount
$0
Fidelity bond in place
Yes
Fidelity bond amount
$300,000
Loss discovered during year
No
Loss Discovered Dur Year Amount
$0
Assets with undetermined value
No
Asset Undeterm Valuation Amount
$0
Non-cash contributions reported
No
Non Cash Contribution Amount
$0
Assets held for investment
Yes
Reportable 5% transactions
No
All plan assets distributed
No
Resolution to terminate plan adopted
No
Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN20-0634069

Transfers

Distributed property value$0
Schedule R source fields
Payor 20-0634069
Filing Id
91037347314275
Schedule R EIN
43-1911557
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2004-01-01
Schedule R Tax Period
20041231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
20-0634069
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0