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MATERIAL HANDLING SERVICES, LLC 401(K) PLAN 401k Plan overview

Plan NameMATERIAL HANDLING SERVICES, LLC 401(K) PLAN
Plan identification number 001

MATERIAL HANDLING SERVICES, LLC 401(K) 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

ONPOINT GROUP LLC has sponsored the creation of one or more 401k plans.

Company Name:ONPOINT GROUP LLC
Employer identification number (EIN):203601140
NAIC Classification:423800

Additional information about ONPOINT GROUP LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4040368

More information about ONPOINT GROUP LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MATERIAL HANDLING SERVICES, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01CHRIS DAVANZO2021-10-14 CHRIS DAVANZO2021-10-14
0012019-01-01CHRIS DAVANZO2020-10-15 CHRIS DAVANZO2020-10-15
0012018-01-01JOSEPH HERMAN2019-10-13 JOSEPH HERMAN2019-10-13
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01TODD ROBERTS2013-07-09 TODD ROBERTS2013-07-09
0012011-01-01TODD ROBERTS2012-09-10 TODD ROBERTS2012-09-10
0012010-01-01JOE BEHAM JOE BEHAM2011-06-08
0012009-01-01TODD ROBERTS TODD ROBERTS2010-10-07
0012009-01-01TODD ROBERTS TODD ROBERTS2010-10-07

Plan Statistics for MATERIAL HANDLING SERVICES, LLC 401(K) PLAN

401k plan membership statisitcs for MATERIAL HANDLING SERVICES, LLC 401(K) PLAN

Measure Date Value
2022: MATERIAL HANDLING SERVICES, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,230
Total number of active participants reported on line 7a of the Form 55002022-01-012,585
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01753
Total of all active and inactive participants2022-01-013,341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-013,348
Number of participants with account balances2022-01-012,195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01145
2021: MATERIAL HANDLING SERVICES, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,970
Total number of active participants reported on line 7a of the Form 55002021-01-012,020
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01207
Total of all active and inactive participants2021-01-012,230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,230
Number of participants with account balances2021-01-011,380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0167
2020: MATERIAL HANDLING SERVICES, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,088
Total number of active participants reported on line 7a of the Form 55002020-01-011,737
Number of retired or separated participants receiving benefits2020-01-0148
Number of other retired or separated participants entitled to future benefits2020-01-01185
Total of all active and inactive participants2020-01-011,970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,970
Number of participants with account balances2020-01-011,246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01150
2019: MATERIAL HANDLING SERVICES, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,890
Total number of active participants reported on line 7a of the Form 55002019-01-011,899
Number of retired or separated participants receiving benefits2019-01-0110
Number of other retired or separated participants entitled to future benefits2019-01-01169
Total of all active and inactive participants2019-01-012,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,078
Number of participants with account balances2019-01-011,276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01158
2018: MATERIAL HANDLING SERVICES, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,830
Total number of active participants reported on line 7a of the Form 55002018-01-011,684
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-01149
Total of all active and inactive participants2018-01-011,841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,841
Number of participants with account balances2018-01-011,071
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01184
2017: MATERIAL HANDLING SERVICES, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,573
Total number of active participants reported on line 7a of the Form 55002017-01-011,672
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011,672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,672
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MATERIAL HANDLING SERVICES, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01981
Total number of active participants reported on line 7a of the Form 55002016-01-011,434
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-01140
Total of all active and inactive participants2016-01-011,579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,579
Number of participants with account balances2016-01-01831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MATERIAL HANDLING SERVICES, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01605
Total number of active participants reported on line 7a of the Form 55002015-01-01806
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-0196
Total of all active and inactive participants2015-01-01907
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01907
Number of participants with account balances2015-01-01474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MATERIAL HANDLING SERVICES, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01400
Total number of active participants reported on line 7a of the Form 55002014-01-01488
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0160
Total of all active and inactive participants2014-01-01548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01548
Number of participants with account balances2014-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2010: MATERIAL HANDLING SERVICES, LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01118
Total number of active participants reported on line 7a of the Form 55002010-01-0185
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-019
Total of all active and inactive participants2010-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0194
Number of participants with account balances2010-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MATERIAL HANDLING SERVICES, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01116
Total number of active participants reported on line 7a of the Form 55002009-01-01103
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01106
Number of participants with account balances2009-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MATERIAL HANDLING SERVICES, LLC 401(K) PLAN

Measure Date Value
2022 : MATERIAL HANDLING SERVICES, LLC 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$7,056,597
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,193,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,669,974
Expenses. Certain deemed distributions of participant loans2022-12-31$72,946
Value of total corrective distributions2022-12-31$107,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$17,682,641
Value of total assets at end of year2022-12-31$57,160,934
Value of total assets at beginning of year2022-12-31$55,298,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$342,817
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$90,270
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,315,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,315,524
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$9,145,566
Participant contributions at end of year2022-12-31$1,791,351
Participant contributions at beginning of year2022-12-31$1,514,586
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,357,410
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$342,817
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$1,862,906
Value of net assets at end of year (total assets less liabilities)2022-12-31$57,160,934
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$55,298,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$54,362,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$52,968,946
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$76,450
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,007,131
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$814,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$814,496
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$13,820
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,031,838
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$2,179,665
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,669,974
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FLAGEL HUBER FLAGEL
Accountancy firm EIN2022-12-31310796034
2021 : MATERIAL HANDLING SERVICES, LLC 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$15,098,066
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,000,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,353,737
Expenses. Certain deemed distributions of participant loans2021-12-31$37,040
Value of total corrective distributions2021-12-31$259,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,824,248
Value of total assets at end of year2021-12-31$55,298,028
Value of total assets at beginning of year2021-12-31$45,200,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$350,538
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$70,483
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,495,049
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$1,495,049
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$6,710,411
Participant contributions at end of year2021-12-31$1,514,586
Participant contributions at beginning of year2021-12-31$1,292,586
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$263,297
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,638,596
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$350,538
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$10,097,493
Value of net assets at end of year (total assets less liabilities)2021-12-31$55,298,028
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$45,200,535
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$52,968,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$43,002,483
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$70,458
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$814,496
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$25
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$642,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,708,286
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$475,241
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,353,737
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FLAGEL HUBER FLAGEL
Accountancy firm EIN2021-12-31310796034
2020 : MATERIAL HANDLING SERVICES, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$14,465,290
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,458,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,058,038
Value of total corrective distributions2020-12-31$129,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,113,099
Value of total assets at end of year2020-12-31$45,200,535
Value of total assets at beginning of year2020-12-31$38,193,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$270,511
Total interest from all sources2020-12-31$64,625
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$900,814
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$900,814
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,653,583
Participant contributions at end of year2020-12-31$1,292,586
Participant contributions at beginning of year2020-12-31$1,089,925
Participant contributions at end of year2020-12-31$263,297
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,943,937
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$7,006,869
Value of net assets at end of year (total assets less liabilities)2020-12-31$45,200,535
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$38,193,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$43,002,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$36,794,722
Interest on participant loans2020-12-31$62,434
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,191
Asset value of US Government securities at end of year2020-12-31$642,169
Asset value of US Government securities at beginning of year2020-12-31$309,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,386,752
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$515,579
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,058,038
Contract administrator fees2020-12-31$270,511
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FLAGEL HUBER FLAGEL
Accountancy firm EIN2020-12-31310796034
2019 : MATERIAL HANDLING SERVICES, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$768,781
Total transfer of assets to this plan2019-12-31$768,781
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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 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$15,862,009
Total income from all sources (including contributions)2019-12-31$15,862,009
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,130,232
Total of all expenses incurred2019-12-31$5,130,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,805,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,805,629
Value of total corrective distributions2019-12-31$97,212
Value of total corrective distributions2019-12-31$97,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,293,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,293,796
Value of total assets at end of year2019-12-31$38,193,666
Value of total assets at end of year2019-12-31$38,193,666
Value of total assets at beginning of year2019-12-31$26,693,108
Value of total assets at beginning of year2019-12-31$26,693,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$227,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$227,391
Total interest from all sources2019-12-31$66,243
Total interest from all sources2019-12-31$66,243
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,164,264
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,164,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$4,164,264
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,164,264
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,772,305
Contributions received from participants2019-12-31$5,772,305
Participant contributions at end of year2019-12-31$1,089,925
Participant contributions at end of year2019-12-31$1,089,925
Participant contributions at beginning of year2019-12-31$999,843
Participant contributions at beginning of year2019-12-31$999,843
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,079,135
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,079,135
Total non interest bearing cash at end 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
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
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$10,731,777
Value of net income/loss2019-12-31$10,731,777
Value of net assets at end of year (total assets less liabilities)2019-12-31$38,193,666
Value of net assets at end of year (total assets less liabilities)2019-12-31$38,193,666
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,693,108
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,693,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$36,794,722
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$36,794,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$25,424,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$25,424,177
Interest on participant loans2019-12-31$58,145
Interest on participant loans2019-12-31$58,145
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$8,098
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$8,098
Asset value of US Government securities at end of year2019-12-31$309,019
Asset value of US Government securities at end of year2019-12-31$309,019
Asset value of US Government securities at beginning of year2019-12-31$269,088
Asset value of US Government securities at beginning of year2019-12-31$269,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,337,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,337,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,442,356
Contributions received in cash from employer2019-12-31$1,442,356
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,805,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,805,629
Contract administrator fees2019-12-31$227,391
Contract administrator fees2019-12-31$227,391
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FLAGEL HUBER FLAGEL
Accountancy firm name2019-12-31FLAGEL HUBER FLAGEL
Accountancy firm EIN2019-12-31310796034
Accountancy firm EIN2019-12-31310796034
2018 : MATERIAL HANDLING SERVICES, LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$5,493,291
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,904,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,632,877
Expenses. Certain deemed distributions of participant loans2018-12-31$2,423
Value of total corrective distributions2018-12-31$95,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,116,641
Value of total assets at end of year2018-12-31$26,693,108
Value of total assets at beginning of year2018-12-31$26,104,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$174,136
Total interest from all sources2018-12-31$60,548
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$660,917
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$660,917
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,700,411
Participant contributions at end of year2018-12-31$999,843
Participant contributions at beginning of year2018-12-31$870,167
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$156,167
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,166,632
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$588,838
Value of net assets at end of year (total assets less liabilities)2018-12-31$26,693,108
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,104,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$25,424,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$24,556,978
Income. Interest from loans (other than to participants)2018-12-31$56,438
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,110
Asset value of US Government securities at end of year2018-12-31$269,088
Asset value of US Government securities at beginning of year2018-12-31$476,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,344,815
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$1,249,598
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$44,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,632,877
Contract administrator fees2018-12-31$174,136
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FLAGEL HUBER FLAGEL
Accountancy firm EIN2018-12-31310796034
2017 : MATERIAL HANDLING SERVICES, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$11,165,903
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,259,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,112,871
Expenses. Certain deemed distributions of participant loans2017-12-31$48,614
Value of total corrective distributions2017-12-31$141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,708,080
Value of total assets at end of year2017-12-31$26,104,270
Value of total assets at beginning of year2017-12-31$18,197,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$97,673
Total interest from all sources2017-12-31$34,574
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$405,685
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$405,685
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,876,367
Participant contributions at end of year2017-12-31$870,167
Participant contributions at beginning of year2017-12-31$580,440
Participant contributions at end of year2017-12-31$156,167
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,686,273
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$22,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,906,604
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,104,270
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,197,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$24,556,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$17,550,679
Interest on participant loans2017-12-31$33,556
Interest earned on other investments2017-12-31$789
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$229
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$44,482
Asset value of US Government securities at end of year2017-12-31$476,171
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$-351,734
Net investment gain/loss from pooled separate accounts2017-12-31$3,369,298
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,145,440
Employer contributions (assets) at end of year2017-12-31$44,787
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,112,871
Contract administrator fees2017-12-31$97,673
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FLAGEL HUBER FLAGEL
Accountancy firm EIN2017-12-31310796034
2016 : MATERIAL HANDLING SERVICES, LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$8,403,361
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,389,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,151,597
Expenses. Certain deemed distributions of participant loans2016-12-31$65,233
Value of total corrective distributions2016-12-31$91,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,241,127
Value of total assets at end of year2016-12-31$18,197,666
Value of total assets at beginning of year2016-12-31$11,183,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$81,539
Total interest from all sources2016-12-31$20,166
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,863,949
Participant contributions at end of year2016-12-31$580,440
Participant contributions at beginning of year2016-12-31$233,051
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,528,885
Total non interest bearing cash at end of year2016-12-31$22,065
Total non interest bearing cash at beginning of year2016-12-31$1,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$7,013,816
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,197,666
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,183,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$17,550,679
Value of interest in pooled separate accounts at beginning of year2016-12-31$10,931,258
Interest on participant loans2016-12-31$19,737
Interest earned on other investments2016-12-31$429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$44,482
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$17,898
Net investment gain/loss from pooled separate accounts2016-12-31$1,142,068
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$848,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,151,597
Contract administrator fees2016-12-31$81,539
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FLAGEL HUBER FLAGEL
Accountancy firm EIN2016-12-31310796034
2015 : MATERIAL HANDLING SERVICES, LLC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$1,499,598
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,239,223
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$323,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$278,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,336,258
Value of total assets at end of year2015-12-31$11,183,850
Value of total assets at beginning of year2015-12-31$6,768,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$44,238
Total interest from all sources2015-12-31$7,457
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,553,638
Participant contributions at end of year2015-12-31$233,051
Participant contributions at beginning of year2015-12-31$118,472
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,387,867
Total non interest bearing cash at end of year2015-12-31$1,643
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
Value of net income/loss2015-12-31$2,916,001
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,183,850
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,768,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$10,931,258
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,632,345
Interest on participant loans2015-12-31$7,408
Interest earned on other investments2015-12-31$49
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$17,898
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$17,434
Net investment gain/loss from pooled separate accounts2015-12-31$-104,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$394,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$278,984
Contract administrator fees2015-12-31$44,238
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FLAGEL HUBER FLAGEL
Accountancy firm EIN2015-12-31310796034
2014 : MATERIAL HANDLING SERVICES, LLC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,267,587
Total of all expenses incurred2014-12-31$708,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$649,744
Expenses. Certain deemed distributions of participant loans2014-12-31$19,928
Value of total corrective distributions2014-12-31$7,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,942,835
Value of total assets at end of year2014-12-31$6,768,251
Value of total assets at beginning of year2014-12-31$5,209,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$31,968
Total interest from all sources2014-12-31$2,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$831,003
Participant contributions at end of year2014-12-31$118,472
Participant contributions at beginning of year2014-12-31$53,560
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,111,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,558,670
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,768,251
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,209,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$6,632,345
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,138,908
Interest on participant loans2014-12-31$2,583
Interest earned on other investments2014-12-31$44
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$17,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$17,113
Net investment gain/loss from pooled separate accounts2014-12-31$322,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$649,744
Contract administrator fees2014-12-31$31,968
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FLAGEL HUBER FLAGEL
Accountancy firm EIN2014-12-31310796034
2010 : MATERIAL HANDLING SERVICES, LLC 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$266,718
Expenses. Total of all expenses incurred2010-12-31$54,492
Benefits paid (including direct rollovers)2010-12-31$21,860
Total plan assets at end of year2010-12-31$985,570
Total plan assets at beginning of year2010-12-31$773,344
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$141,516
Expenses. Other expenses not covered elsewhere2010-12-31$8,302
Contributions received from other sources (not participants or employers)2010-12-31$72
Other income received2010-12-31$125,130
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$212,226
Net plan assets at end of year (total assets less liabilities)2010-12-31$985,570
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$773,344
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$23,905
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$425

Form 5500 Responses for MATERIAL HANDLING SERVICES, LLC 401(K) PLAN

2022: MATERIAL HANDLING SERVICES, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MATERIAL HANDLING SERVICES, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MATERIAL HANDLING SERVICES, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MATERIAL HANDLING SERVICES, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MATERIAL HANDLING SERVICES, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MATERIAL HANDLING SERVICES, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MATERIAL HANDLING SERVICES, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MATERIAL HANDLING SERVICES, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MATERIAL HANDLING SERVICES, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2010: MATERIAL HANDLING SERVICES, LLC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MATERIAL HANDLING SERVICES, LLC 401(K) 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26352
Policy instance 1
Insurance contract or identification number26352
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $71,085
Total amount of fees paid to insurance companyUSD $35,204
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $71,085
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?4
Insurance broker nameBARCLAY PLANNING GROUP, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26352
Policy instance 1
Insurance contract or identification number26352
Number of Individuals Covered576
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $38,758
Total amount of fees paid to insurance companyUSD $9,050
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,758
Insurance broker organization code?4
Amount paid for insurance broker fees9050
Additional information about fees paid to insurance brokerSERVICES PERFORMED ON BEHALF OF JOHN HANCOCK.
Insurance broker nameBARCLAY PLANNING GROUP, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26352
Policy instance 1
Insurance contract or identification number26352
Number of Individuals Covered286
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $27,851
Total amount of fees paid to insurance companyUSD $3,056
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $27,851
Insurance broker organization code?4
Amount paid for insurance broker fees3056
Additional information about fees paid to insurance brokerSERVICES PERFORMED ON BEHALF OF JOHN HANCOCK.
Insurance broker nameBARCLAY PLANNING GROUP, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26352
Policy instance 1
Insurance contract or identification number26352
Number of Individuals Covered39
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,083
Total amount of fees paid to insurance companyUSD $835
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $4,083
Insurance broker organization code?4
Amount paid for insurance broker fees425
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker nameBARCLAY PLANNING GROUP, LLC

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