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SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN 401k Plan overview

Plan NameSOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN
Plan identification number 002

SOUTHERN TIER INSULATION DISTRIBUTORS, INC. 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.

401k Sponsoring company profile

SOUTHERN TIER INSULATION DISTRIBUTORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN TIER INSULATION DISTRIBUTORS, INC.
Employer identification number (EIN):161102760
NAIC Classification:238300

Additional information about SOUTHERN TIER INSULATION DISTRIBUTORS, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1978-03-23
Company Identification Number: 478964
Legal Registered Office Address: 28 LIBERTY ST.
Broome
NEW YORK
United States of America (USA)
10005

More information about SOUTHERN TIER INSULATION DISTRIBUTORS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01GERALD OPANOWSKI2023-10-06 GERALD OPANOWSKI2023-10-06
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01WENDE PILLING WENDE PILLING2018-10-03
0022016-01-01WENDE PILLING WENDE PILLING2017-10-06
0022015-01-01WENDE PILLING WENDE PILLING2016-10-13
0022014-01-01WENDE PILLING WENDE PILLING2015-10-06
0022013-01-01WENDE PILLING WENDE PILLING2014-10-14
0022012-01-01LINDA R VOUGH LINDA R VOUGH2013-10-11
0022011-01-01DANIEL J SERBONICH DANIEL J SERBONICH2012-11-08
0022010-01-01DANIEL J SERBONICH2011-04-25 DANIEL J SERBONICH2011-04-25
0022009-01-01DANIEL J. SERBONICH DANIEL J. SERBONICH2010-10-15

Plan Statistics for SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN

401k plan membership statisitcs for SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN

Measure Date Value
2021: SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01102
Total number of active participants reported on line 7a of the Form 55002021-01-0176
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0112
Total of all active and inactive participants2021-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0188
Number of participants with account balances2021-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01109
Total number of active participants reported on line 7a of the Form 55002020-01-0187
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-019
Total of all active and inactive participants2020-01-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0196
Number of participants with account balances2020-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01120
Total number of active participants reported on line 7a of the Form 55002019-01-0193
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01104
Number of participants with account balances2019-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01115
Total number of active participants reported on line 7a of the Form 55002018-01-01104
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01118
Number of participants with account balances2018-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01115
Total number of active participants reported on line 7a of the Form 55002017-01-01106
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01115
Number of participants with account balances2017-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01112
Total number of active participants reported on line 7a of the Form 55002016-01-01103
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01109
Number of participants with account balances2016-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01105
Total number of active participants reported on line 7a of the Form 55002015-01-01102
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01110
Number of participants with account balances2015-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01129
Total number of active participants reported on line 7a of the Form 55002014-01-01103
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01109
Number of participants with account balances2014-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01140
Total number of active participants reported on line 7a of the Form 55002013-01-01131
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01136
Number of participants with account balances2013-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01129
Total number of active participants reported on line 7a of the Form 55002012-01-01104
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01129
Number of participants with account balances2012-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01122
Total number of active participants reported on line 7a of the Form 55002011-01-01107
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01122
Number of participants with account balances2011-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01107
Total number of active participants reported on line 7a of the Form 55002009-01-01101
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01110
Number of participants with account balances2009-01-0197

Financial Data on SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN

Measure Date Value
2021 : SOUTHERN TIER INSULATION DISTRIBUTORS, INC. 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$1,608,114
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,869,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,844,673
Value of total corrective distributions2021-12-31$17,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$512,500
Value of total assets at end of year2021-12-31$9,592,457
Value of total assets at beginning of year2021-12-31$9,853,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,378
Total interest from all sources2021-12-31$15,204
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$18,592
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$18,592
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$503,809
Participant contributions at end of year2021-12-31$261,603
Participant contributions at beginning of year2021-12-31$262,380
Participant contributions at beginning of year2021-12-31$7,303
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$8,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-261,427
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,592,457
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,853,884
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$1,225,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,385,299
Value of interest in pooled separate accounts at end of year2021-12-31$1,579,321
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,573,896
Interest on participant loans2021-12-31$15,204
Value of interest in common/collective trusts at end of year2021-12-31$6,526,501
Value of interest in common/collective trusts at beginning of year2021-12-31$6,625,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$162,729
Net investment gain/loss from pooled separate accounts2021-12-31$246,935
Net investment gain or loss from common/collective trusts2021-12-31$652,154
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 contributions2021-12-31Yes
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$1,844,673
Contract administrator fees2021-12-31$7,378
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2021-12-31132550103
2020 : SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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$1,461,030
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$961,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$936,511
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$7,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$493,611
Value of total assets at end of year2020-12-31$9,853,884
Value of total assets at beginning of year2020-12-31$9,354,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$17,491
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$16,866
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$21,773
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$21,773
Administrative expenses professional fees incurred2020-12-31$12,194
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$484,619
Participant contributions at end of year2020-12-31$262,380
Participant contributions at beginning of year2020-12-31$324,042
Participant contributions at end of year2020-12-31$7,303
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$8,992
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
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$499,591
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,853,884
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,354,293
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,385,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,270,992
Value of interest in pooled separate accounts at end of year2020-12-31$1,573,896
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,397,239
Interest on participant loans2020-12-31$16,866
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$6,625,006
Value of interest in common/collective trusts at beginning of year2020-12-31$6,362,020
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$70,811
Net investment gain/loss from pooled separate accounts2020-12-31$229,350
Net investment gain or loss from common/collective trusts2020-12-31$628,619
Net gain/loss from 103.12 investment entities2020-12-31$0
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$936,511
Contract administrator fees2020-12-31$5,297
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2020-12-31132550103
2019 : SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$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$2,067,816
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,516,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,490,186
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$568,320
Value of total assets at end of year2019-12-31$9,354,293
Value of total assets at beginning of year2019-12-31$9,803,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$26,398
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$17,067
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$27,223
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$27,223
Administrative expenses professional fees incurred2019-12-31$19,092
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
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$536,536
Participant contributions at end of year2019-12-31$324,042
Participant contributions at beginning of year2019-12-31$300,806
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$34
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$31,784
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$1
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-448,768
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,354,293
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,803,061
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,270,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,485,993
Value of interest in pooled separate accounts at end of year2019-12-31$1,397,239
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,763,912
Interest on participant loans2019-12-31$17,067
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$6,362,020
Value of interest in common/collective trusts at beginning of year2019-12-31$6,252,316
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$225,649
Net investment gain/loss from pooled separate accounts2019-12-31$298,968
Net investment gain or loss from common/collective trusts2019-12-31$930,588
Net gain/loss from 103.12 investment entities2019-12-31$0
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,490,186
Contract administrator fees2019-12-31$7,306
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
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
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2019-12-31132550103
2018 : SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$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$475,014
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,067,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,062,084
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$917,663
Value of total assets at end of year2018-12-31$9,803,061
Value of total assets at beginning of year2018-12-31$11,396,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,910
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$17,741
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$42,724
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$42,724
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$600,000
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
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$637,093
Participant contributions at end of year2018-12-31$300,806
Participant contributions at beginning of year2018-12-31$394,882
Participant contributions at end of year2018-12-31$34
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$280,215
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$54
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$24
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,592,980
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,803,061
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,396,041
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,485,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,077,156
Value of interest in pooled separate accounts at end of year2018-12-31$1,763,912
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,299,796
Interest on participant loans2018-12-31$17,741
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$6,252,316
Value of interest in common/collective trusts at beginning of year2018-12-31$6,624,207
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-127,997
Net investment gain/loss from pooled separate accounts2018-12-31$-31,544
Net investment gain or loss from common/collective trusts2018-12-31$-343,597
Net gain/loss from 103.12 investment entities2018-12-31$0
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$355
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,062,030
Contract administrator fees2018-12-31$5,910
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2018-12-31132550103
2017 : SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$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
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,009,532
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$254,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$220,206
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$694,591
Value of total assets at end of year2017-12-31$11,396,041
Value of total assets at beginning of year2017-12-31$9,641,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$34,397
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$15,881
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$42,298
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$42,298
Administrative expenses professional fees incurred2017-12-31$28,078
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$600,000
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
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$576,017
Participant contributions at end of year2017-12-31$394,882
Participant contributions at beginning of year2017-12-31$283,565
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$118,574
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$1,754,929
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,396,041
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,641,112
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,077,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,603,166
Value of interest in pooled separate accounts at end of year2017-12-31$2,299,796
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,831,989
Interest on participant loans2017-12-31$15,881
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$6,624,207
Value of interest in common/collective trusts at beginning of year2017-12-31$5,922,392
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$259,518
Net investment gain/loss from pooled separate accounts2017-12-31$333,471
Net investment gain or loss from common/collective trusts2017-12-31$663,773
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$0
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$220,206
Contract administrator fees2017-12-31$6,319
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2017-12-31132550103
2016 : SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$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
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,424,725
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$277,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$217,448
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$51,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$810,416
Value of total assets at end of year2016-12-31$9,641,112
Value of total assets at beginning of year2016-12-31$8,494,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,967
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$13,095
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$40,986
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$40,986
Administrative expenses professional fees incurred2016-12-31$4,461
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$600,000
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
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$542,905
Participant contributions at end of year2016-12-31$283,565
Participant contributions at beginning of year2016-12-31$304,891
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$267,511
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$4
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$1,146,838
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,641,112
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,494,274
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,603,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,584,651
Value of interest in pooled separate accounts at end of year2016-12-31$1,831,989
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,761,203
Interest on participant loans2016-12-31$13,095
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$5,922,392
Value of interest in common/collective trusts at beginning of year2016-12-31$4,843,529
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$124,229
Net investment gain/loss from pooled separate accounts2016-12-31$134,636
Net investment gain or loss from common/collective trusts2016-12-31$301,359
Net gain/loss from 103.12 investment entities2016-12-31$0
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$0
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$217,448
Contract administrator fees2016-12-31$4,506
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2016-12-31132550103
2015 : SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$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
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$573,120
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$329,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$267,393
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$51,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$646,835
Value of total assets at end of year2015-12-31$8,494,274
Value of total assets at beginning of year2015-12-31$8,250,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,940
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$12,469
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$30,878
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$30,878
Administrative expenses professional fees incurred2015-12-31$6,899
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$600,000
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
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$501,510
Participant contributions at end of year2015-12-31$304,891
Participant contributions at beginning of year2015-12-31$321,246
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$46
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$144,623
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$61
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$243,658
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,494,274
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,250,616
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,584,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,556,974
Value of interest in pooled separate accounts at end of year2015-12-31$1,761,203
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,686,003
Interest on participant loans2015-12-31$12,469
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$4,843,529
Value of interest in common/collective trusts at beginning of year2015-12-31$4,498,381
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-73,264
Net investment gain/loss from pooled separate accounts2015-12-31$2,262
Net investment gain or loss from common/collective trusts2015-12-31$-46,121
Net gain/loss from 103.12 investment entities2015-12-31$0
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$702
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$187,966
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$267,393
Contract administrator fees2015-12-31$4,041
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2015-12-31132550103
2014 : SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$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
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,079,538
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,048,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,045,192
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$636,011
Value of total assets at end of year2014-12-31$8,250,616
Value of total assets at beginning of year2014-12-31$8,219,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,511
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$14,403
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$35,054
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$35,054
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$600,000
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
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$447,919
Participant contributions at end of year2014-12-31$321,246
Participant contributions at beginning of year2014-12-31$354,000
Participant contributions at end of year2014-12-31$46
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$2,896
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
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
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$30,835
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,250,616
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,219,781
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,556,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,562,810
Value of interest in pooled separate accounts at end of year2014-12-31$1,686,003
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,617,084
Interest on participant loans2014-12-31$14,403
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$4,498,381
Value of interest in common/collective trusts at beginning of year2014-12-31$4,613,082
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$52,366
Net investment gain/loss from pooled separate accounts2014-12-31$101,999
Net investment gain or loss from common/collective trusts2014-12-31$236,809
Net gain/loss from 103.12 investment entities2014-12-31$0
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$188,092
Employer contributions (assets) at end of year2014-12-31$187,966
Employer contributions (assets) at beginning of year2014-12-31$72,805
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,045,192
Contract administrator fees2014-12-31$3,511
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2014-12-31132550103
2013 : SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$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$731
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,615,549
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,567,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,567,371
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$545,506
Value of total assets at end of year2013-12-31$8,219,781
Value of total assets at beginning of year2013-12-31$10,172,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$221
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$20,218
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$97,395
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$97,395
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$600,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$469,005
Participant contributions at end of year2013-12-31$354,000
Participant contributions at beginning of year2013-12-31$351,476
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$6,301
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$44,022
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$731
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$2,462
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$-1,952,043
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,219,781
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,171,824
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,562,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,702,656
Value of interest in pooled separate accounts at end of year2013-12-31$1,617,084
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$20,218
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$4,613,082
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,860,162
Net investment gain/loss from pooled separate accounts2013-12-31$29,568
Net investment gain or loss from common/collective trusts2013-12-31$62,700
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$76,501
Employer contributions (assets) at end of year2013-12-31$72,805
Employer contributions (assets) at beginning of year2013-12-31$65,638
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,567,371
Contract administrator fees2013-12-31$221
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31D'ARCANGELO & CO., LLC
Accountancy firm EIN2013-12-31132550103
2012 : SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$731
Total income from all sources (including contributions)2012-12-31$1,750,502
Total of all expenses incurred2012-12-31$64,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$62,455
Value of total corrective distributions2012-12-31$1,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$546,472
Value of total assets at end of year2012-12-31$10,172,555
Value of total assets at beginning of year2012-12-31$8,485,600
Total interest from all sources2012-12-31$11,650
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$201,486
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$201,486
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$600,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$469,967
Participant contributions at end of year2012-12-31$351,476
Participant contributions at beginning of year2012-12-31$246,688
Participant contributions at end of year2012-12-31$6,301
Participant contributions at beginning of year2012-12-31$7,901
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$10,509
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$44,022
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$25,742
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$731
Total non interest bearing cash at end of year2012-12-31$2,462
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$1,686,224
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,171,824
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,485,600
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$9,702,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,081,763
Interest on participant loans2012-12-31$11,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$938
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$990,894
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$65,996
Employer contributions (assets) at end of year2012-12-31$65,638
Employer contributions (assets) at beginning of year2012-12-31$122,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$62,455
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 name2012-12-31D'ARCANGELO & CO, LLP
Accountancy firm EIN2012-12-31132550103
2011 : SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$367,753
Total of all expenses incurred2011-12-31$177,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$127,604
Value of total corrective distributions2011-12-31$49,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$663,209
Value of total assets at end of year2011-12-31$8,485,600
Value of total assets at beginning of year2011-12-31$8,294,914
Total interest from all sources2011-12-31$9,980
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$146,281
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$146,281
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$600,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$447,973
Participant contributions at end of year2011-12-31$246,688
Participant contributions at beginning of year2011-12-31$198,125
Participant contributions at end of year2011-12-31$7,901
Participant contributions at beginning of year2011-12-31$6,086
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$92,668
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$25,742
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$190,686
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,485,600
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,294,914
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$8,081,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,886,841
Interest on participant loans2011-12-31$9,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-451,717
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$122,568
Employer contributions (assets) at end of year2011-12-31$122,568
Employer contributions (assets) at beginning of year2011-12-31$203,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$127,604
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 name2011-12-31D ARCANGELO & CO, LLP
Accountancy firm EIN2011-12-31132550103

Form 5500 Responses for SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN

2021: SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTHERN TIER INSULATION DISTRIBUTORS, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTHERN TIER INSULATION DISTRIBUTORS, INC. 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: SOUTHERN TIER INSULATION DISTRIBUTORS, INC. 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
2009: SOUTHERN TIER INSULATION DISTRIBUTORS, INC. 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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number620130
Policy instance 1
Insurance contract or identification number620130
Number of Individuals Covered88
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number620130
Policy instance 1
Insurance contract or identification number620130
Number of Individuals Covered96
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number620130
Policy instance 1
Insurance contract or identification number620130
Number of Individuals Covered104
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number620130
Policy instance 1
Insurance contract or identification number620130
Number of Individuals Covered118
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number620130
Policy instance 1
Insurance contract or identification number620130
Number of Individuals Covered115
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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