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RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC.
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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.
  • 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

SYMMCO, INC. has sponsored the creation of one or more 401k plans.

Company Name:SYMMCO, INC.
Employer identification number (EIN):232886315
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012017-07-01
0012016-07-01ALVIN RODGERS
0012015-07-01ALVIN RODGERS
0012014-07-01ALVIN RODGERS
0012013-07-01ALVIN RODGERS
0012012-07-01ALVIN RODGERS
0012011-07-01ALVIN RODGERS
0012011-01-01ALVIN D RODGERS ALVIN D RODGERS2012-07-27
0012010-01-01ALVIN D RODGERS

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC.

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC.

Measure Date Value
2021: RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2021 401k membership
Total participants, beginning-of-year2021-07-0124
Total number of active participants reported on line 7a of the Form 55002021-07-010
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Market value of plan assets2021-06-3018,103,606
Acturial value of plan assets2021-06-3018,103,606
Funding target for retired participants and beneficiaries receiving payment2021-06-305,759,634
Number of terminated vested participants2021-06-3038
Fundng target for terminated vested participants2021-06-301,699,207
Active participant vested funding target2021-06-306,927,487
Number of active participants2021-06-30104
Total funding liabilities for active participants2021-06-307,060,999
Total participant count2021-06-30198
Total funding target for all participants2021-06-3014,519,840
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-302,692,133
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-302,692,133
Present value of excess contributions2021-06-30930,896
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-30983,119
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-302,846,931
Total employer contributions2021-06-30604,529
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-30573,500
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-3033,434
Net shortfall amortization installment of oustanding balance2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-300
Additional cash requirement2021-06-300
Contributions allocatedtoward minimum required contributions for current year2021-06-30573,500
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2020 401k membership
Total participants, beginning-of-year2020-07-01198
Total number of active participants reported on line 7a of the Form 55002020-07-011
Number of retired or separated participants receiving benefits2020-07-0117
Number of other retired or separated participants entitled to future benefits2020-07-012
Total of all active and inactive participants2020-07-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-014
Total participants2020-07-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
Market value of plan assets2020-06-3016,690,657
Acturial value of plan assets2020-06-3016,690,657
Funding target for retired participants and beneficiaries receiving payment2020-06-304,628,094
Number of terminated vested participants2020-06-3036
Fundng target for terminated vested participants2020-06-301,627,957
Active participant vested funding target2020-06-307,502,417
Number of active participants2020-06-30114
Total funding liabilities for active participants2020-06-307,691,222
Total participant count2020-06-30200
Total funding target for all participants2020-06-3013,947,273
Balance at beginning of prior year after applicable adjustments2020-06-30153,577
Prefunding balance at beginning of prior year after applicable adjustments2020-06-302,778,223
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-30153,577
Amount remaining of prefunding balance2020-06-302,778,223
Present value of excess contributions2020-06-301,526,792
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-301,614,888
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-30160,703
Reductions in prefunding balances due to elections or deemed elections2020-06-30215,000
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-302,692,133
Total employer contributions2020-06-301,004,186
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-30930,896
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-3048,000
Net shortfall amortization installment of oustanding balance2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-300
Additional cash requirement2020-06-300
Contributions allocatedtoward minimum required contributions for current year2020-06-30930,896
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2019 401k membership
Total participants, beginning-of-year2019-07-01200
Total number of active participants reported on line 7a of the Form 55002019-07-01104
Number of retired or separated participants receiving benefits2019-07-0143
Number of other retired or separated participants entitled to future benefits2019-07-0136
Total of all active and inactive participants2019-07-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0115
Total participants2019-07-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-011
Market value of plan assets2019-06-3014,152,116
Acturial value of plan assets2019-06-3014,152,116
Funding target for retired participants and beneficiaries receiving payment2019-06-304,408,991
Number of terminated vested participants2019-06-3033
Fundng target for terminated vested participants2019-06-301,164,379
Active participant vested funding target2019-06-306,204,106
Number of active participants2019-06-30115
Total funding liabilities for active participants2019-06-306,296,636
Total participant count2019-06-30197
Total funding target for all participants2019-06-3011,870,006
Balance at beginning of prior year after applicable adjustments2019-06-30150,080
Prefunding balance at beginning of prior year after applicable adjustments2019-06-302,714,964
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-30150,080
Amount remaining of prefunding balance2019-06-302,714,964
Present value of excess contributions2019-06-30108,876
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-30115,376
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-30153,577
Balance of prefunding at beginning of current year2019-06-302,778,223
Total employer contributions2019-06-302,450,000
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-302,240,138
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-30607,284
Net shortfall amortization installment of oustanding balance2019-06-30649,690
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-30713,346
Additional cash requirement2019-06-30713,346
Contributions allocatedtoward minimum required contributions for current year2019-06-302,240,138
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2018 401k membership
Total participants, beginning-of-year2018-07-01197
Total number of active participants reported on line 7a of the Form 55002018-07-01114
Number of retired or separated participants receiving benefits2018-07-0137
Number of other retired or separated participants entitled to future benefits2018-07-0136
Total of all active and inactive participants2018-07-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0113
Total participants2018-07-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-015
Market value of plan assets2018-06-3013,860,344
Acturial value of plan assets2018-06-3013,853,900
Funding target for retired participants and beneficiaries receiving payment2018-06-303,413,885
Number of terminated vested participants2018-06-3031
Fundng target for terminated vested participants2018-06-30755,507
Active participant vested funding target2018-06-306,550,912
Number of active participants2018-06-30116
Total funding liabilities for active participants2018-06-306,611,882
Total participant count2018-06-30189
Total funding target for all participants2018-06-3010,781,274
Balance at beginning of prior year after applicable adjustments2018-06-30137,903
Prefunding balance at beginning of prior year after applicable adjustments2018-06-302,494,683
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-30137,903
Amount remaining of prefunding balance2018-06-302,494,683
Present value of excess contributions2018-06-3078,744
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-3083,595
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-30150,080
Balance of prefunding at beginning of current year2018-06-302,714,964
Total employer contributions2018-06-30439,000
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-30399,664
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-30498,370
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-30290,788
Carryover balance elected to use to offset funding requirement2018-06-30150,080
Prefunding balance elected to use to offset funding requirement2018-06-30140,708
Additional cash requirement2018-06-300
Contributions allocatedtoward minimum required contributions for current year2018-06-30399,664
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2017 401k membership
Total participants, beginning-of-year2017-07-01189
Total number of active participants reported on line 7a of the Form 55002017-07-01115
Number of retired or separated participants receiving benefits2017-07-0135
Number of other retired or separated participants entitled to future benefits2017-07-0133
Total of all active and inactive participants2017-07-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0114
Total participants2017-07-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0111
Market value of plan assets2017-06-3012,613,448
Acturial value of plan assets2017-06-3012,589,001
Funding target for retired participants and beneficiaries receiving payment2017-06-303,074,493
Number of terminated vested participants2017-06-3028
Fundng target for terminated vested participants2017-06-30583,260
Active participant vested funding target2017-06-306,245,171
Number of active participants2017-06-30109
Total funding liabilities for active participants2017-06-306,298,662
Total participant count2017-06-30175
Total funding target for all participants2017-06-309,956,415
Balance at beginning of prior year after applicable adjustments2017-06-30142,080
Prefunding balance at beginning of prior year after applicable adjustments2017-06-302,289,298
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-30142,080
Amount remaining of prefunding balance2017-06-302,289,298
Present value of excess contributions2017-06-301,313,602
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-301,397,147
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-30272,690
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-30137,903
Balance of prefunding at beginning of current year2017-06-302,494,683
Total employer contributions2017-06-30600,000
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-30559,137
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-30480,393
Net shortfall amortization installment of oustanding balance2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-30480,393
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-30480,393
Contributions allocatedtoward minimum required contributions for current year2017-06-30559,137
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2016 401k membership
Total participants, beginning-of-year2016-07-01175
Total number of active participants reported on line 7a of the Form 55002016-07-01116
Number of retired or separated participants receiving benefits2016-07-0133
Number of other retired or separated participants entitled to future benefits2016-07-0131
Total of all active and inactive participants2016-07-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-019
Total participants2016-07-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-019
2015: RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2015 401k membership
Total participants, beginning-of-year2015-07-01172
Total number of active participants reported on line 7a of the Form 55002015-07-01109
Number of retired or separated participants receiving benefits2015-07-0131
Number of other retired or separated participants entitled to future benefits2015-07-0128
Total of all active and inactive participants2015-07-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-017
Total participants2015-07-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-015
2014: RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2014 401k membership
Total participants, beginning-of-year2014-07-01184
Total number of active participants reported on line 7a of the Form 55002014-07-01104
Number of retired or separated participants receiving benefits2014-07-0131
Number of other retired or separated participants entitled to future benefits2014-07-0129
Total of all active and inactive participants2014-07-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-018
Total participants2014-07-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-013
2013: RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2013 401k membership
Total participants, beginning-of-year2013-07-01177
Total number of active participants reported on line 7a of the Form 55002013-07-01116
Number of retired or separated participants receiving benefits2013-07-0130
Number of other retired or separated participants entitled to future benefits2013-07-0129
Total of all active and inactive participants2013-07-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-019
Total participants2013-07-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-012
2012: RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2012 401k membership
Total participants, beginning-of-year2012-07-01168
Total number of active participants reported on line 7a of the Form 55002012-07-01116
Number of retired or separated participants receiving benefits2012-07-0124
Number of other retired or separated participants entitled to future benefits2012-07-0127
Total of all active and inactive participants2012-07-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0110
Total participants2012-07-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-016
2011: RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2011 401k membership
Total participants, beginning-of-year2011-07-01159
Total number of active participants reported on line 7a of the Form 55002011-07-01110
Number of retired or separated participants receiving benefits2011-07-0125
Number of other retired or separated participants entitled to future benefits2011-07-0124
Total of all active and inactive participants2011-07-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-019
Total participants2011-07-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-012
Total participants, beginning-of-year2011-01-01122
Total number of active participants reported on line 7a of the Form 55002011-01-01101
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01121
Number of participants with account balances2011-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-01127
Total number of active participants reported on line 7a of the Form 55002010-01-01104
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0118
Total of all active and inactive participants2010-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01122
Number of participants with account balances2010-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC.

Measure Date Value
2021 : RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-07-30$0
Total unrealized appreciation/depreciation of assets2021-07-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-07-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-07-30$6,028
Total income from all sources (including contributions)2021-07-30$0
Total loss/gain on sale of assets2021-07-30$0
Total of all expenses incurred2021-07-30$1,989,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-07-30$1,989,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-07-30$0
Value of total assets at end of year2021-07-30$0
Value of total assets at beginning of year2021-07-30$1,995,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-07-30$0
Total interest from all sources2021-07-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-07-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-07-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-07-30$0
Was this plan covered by a fidelity bond2021-07-30Yes
Value of fidelity bond cover2021-07-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-07-30$0
Were there any nonexempt tranactions with any party-in-interest2021-07-30No
Assets. Other investments not covered elsewhere at end of year2021-07-30$0
Assets. Other investments not covered elsewhere at beginning of year2021-07-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-07-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-07-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-07-30$62
Other income not declared elsewhere2021-07-30$0
Liabilities. Value of operating payables at end of year2021-07-30$0
Liabilities. Value of operating payables at beginning of year2021-07-30$6,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-07-30No
Value of net income/loss2021-07-30$-1,989,345
Value of net assets at end of year (total assets less liabilities)2021-07-30$0
Value of net assets at beginning of year (total assets less liabilities)2021-07-30$1,989,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-07-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-07-30No
Were any leases to which the plan was party in default or uncollectible2021-07-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-07-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-07-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-07-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-07-30$1,990,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-07-30$1,990,542
Expenses. Payments to insurance carriers foe the provision of benefits2021-07-30$1,976,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-07-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-07-30Yes
Was there a failure to transmit to the plan any participant contributions2021-07-30No
Has the plan failed to provide any benefit when due under the plan2021-07-30No
Contributions received in cash from employer2021-07-30$0
Employer contributions (assets) at end of year2021-07-30$0
Employer contributions (assets) at beginning of year2021-07-30$4,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-07-30$12,952
Liabilities. Value of benefit claims payable at end of year2021-07-30$0
Liabilities. Value of benefit claims payable at beginning of year2021-07-30$0
Did the plan have assets held for investment2021-07-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-07-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-07-30Yes
Aggregate proceeds on sale of assets2021-07-30$0
Aggregate carrying amount (costs) on sale of assets2021-07-30$0
Opinion of an independent qualified public accountant for this plan2021-07-30Unqualified
Accountancy firm name2021-07-30JOHNSTON, NELSON, SHIMMEL & THOMAS
Accountancy firm EIN2021-07-30251005407
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$-787,163
Total unrealized appreciation/depreciation of assets2021-06-30$-787,163
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$6,028
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$6,457
Total income from all sources (including contributions)2021-06-30$2,152,438
Total loss/gain on sale of assets2021-06-30$2,088,248
Total of all expenses incurred2021-06-30$18,281,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$18,149,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$604,529
Value of total assets at end of year2021-06-30$1,995,373
Value of total assets at beginning of year2021-06-30$18,124,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$132,096
Total interest from all sources2021-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-06-30$0
Administrative expenses professional fees incurred2021-06-30$8,500
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Assets. Other investments not covered elsewhere at end of year2021-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$2,403,210
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$62
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$18,643
Other income not declared elsewhere2021-06-30$33,398
Administrative expenses (other) incurred2021-06-30$16,434
Liabilities. Value of operating payables at end of year2021-06-30$6,028
Liabilities. Value of operating payables at beginning of year2021-06-30$6,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$-16,129,181
Value of net assets at end of year (total assets less liabilities)2021-06-30$1,989,345
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$18,118,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$107,162
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$14,455,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$1,990,542
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$347,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$347,746
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$213,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$604,529
Employer contributions (assets) at end of year2021-06-30$4,769
Employer contributions (assets) at beginning of year2021-06-30$900,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$18,149,523
Liabilities. Value of benefit claims payable at end of year2021-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$0
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$25,383,215
Aggregate carrying amount (costs) on sale of assets2021-06-30$23,294,967
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30JOHNSTON, NELSON, SHIMMEL & THOMAS
Accountancy firm EIN2021-06-30251005407
2020 : RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$-48,400
Total unrealized appreciation/depreciation of assets2020-06-30$-48,400
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$6,457
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$4,935
Total income from all sources (including contributions)2020-06-30$1,957,194
Total loss/gain on sale of assets2020-06-30$678,535
Total of all expenses incurred2020-06-30$604,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$482,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,004,186
Value of total assets at end of year2020-06-30$18,124,983
Value of total assets at beginning of year2020-06-30$16,771,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$122,214
Total interest from all sources2020-06-30$4,593
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$17,725
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Assets. Other investments not covered elsewhere at end of year2020-06-30$2,403,210
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$4,501,648
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$18,643
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$9,713
Other income not declared elsewhere2020-06-30$88,681
Administrative expenses (other) incurred2020-06-30$16,000
Liabilities. Value of operating payables at end of year2020-06-30$6,457
Liabilities. Value of operating payables at beginning of year2020-06-30$4,935
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$1,352,200
Value of net assets at end of year (total assets less liabilities)2020-06-30$18,118,526
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$16,766,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$88,489
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$14,455,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$9,492,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$347,746
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$317,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$317,773
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$4,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$229,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$1,004,186
Employer contributions (assets) at end of year2020-06-30$900,000
Employer contributions (assets) at beginning of year2020-06-30$2,450,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$482,780
Liabilities. Value of benefit claims payable at end of year2020-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$0
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$6,399,089
Aggregate carrying amount (costs) on sale of assets2020-06-30$5,720,554
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30JOHNSTON, NELSON, SHIMMEL & THOMAS
Accountancy firm EIN2020-06-30251005407
2019 : RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$155,379
Total unrealized appreciation/depreciation of assets2019-06-30$155,379
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$4,935
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$8,334
Total income from all sources (including contributions)2019-06-30$3,175,781
Total loss/gain on sale of assets2019-06-30$82,822
Total of all expenses incurred2019-06-30$573,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$436,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$2,450,000
Value of total assets at end of year2019-06-30$16,771,261
Value of total assets at beginning of year2019-06-30$14,172,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$137,120
Total interest from all sources2019-06-30$5,300
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$31,450
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Assets. Other investments not covered elsewhere at end of year2019-06-30$4,501,648
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$1,292,148
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$9,713
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$9,475
Other income not declared elsewhere2019-06-30$62,421
Administrative expenses (other) incurred2019-06-30$13,394
Liabilities. Value of operating payables at end of year2019-06-30$4,935
Liabilities. Value of operating payables at beginning of year2019-06-30$4,592
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$2,602,436
Value of net assets at end of year (total assets less liabilities)2019-06-30$16,766,326
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$14,163,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$92,276
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$9,492,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$12,173,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$317,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$258,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$258,149
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$5,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$419,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$2,450,000
Employer contributions (assets) at end of year2019-06-30$2,450,000
Employer contributions (assets) at beginning of year2019-06-30$439,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$436,225
Liabilities. Value of benefit claims payable at end of year2019-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$3,742
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$10,631,023
Aggregate carrying amount (costs) on sale of assets2019-06-30$10,548,201
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30JOHNSTON, NELSON, SHIMMEL & THOMAS
Accountancy firm EIN2019-06-30251005407
2018 : RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$-93,328
Total unrealized appreciation/depreciation of assets2018-06-30$-93,328
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$8,334
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$7,183
Total income from all sources (including contributions)2018-06-30$859,203
Total loss/gain on sale of assets2018-06-30$11,385
Total of all expenses incurred2018-06-30$549,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$380,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$439,000
Value of total assets at end of year2018-06-30$14,172,224
Value of total assets at beginning of year2018-06-30$13,860,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$168,746
Total interest from all sources2018-06-30$5,755
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$42,984
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Assets. Other investments not covered elsewhere at end of year2018-06-30$1,292,148
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$1,953,831
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$9,475
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$1,703,307
Other income not declared elsewhere2018-06-30$205,675
Administrative expenses (other) incurred2018-06-30$20,078
Liabilities. Value of operating payables at end of year2018-06-30$4,592
Liabilities. Value of operating payables at beginning of year2018-06-30$3,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$310,200
Value of net assets at end of year (total assets less liabilities)2018-06-30$14,163,890
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$13,853,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$105,684
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$12,173,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$9,005,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$258,149
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$598,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$598,685
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$5,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$290,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$439,000
Employer contributions (assets) at end of year2018-06-30$439,000
Employer contributions (assets) at beginning of year2018-06-30$600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$380,257
Liabilities. Value of benefit claims payable at end of year2018-06-30$3,742
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$3,742
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$888,413
Aggregate carrying amount (costs) on sale of assets2018-06-30$877,028
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30JOHNSTON, NELSON, SHIMMEL & THOMAS
Accountancy firm EIN2018-06-30251005407
2017 : RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$794,192
Total unrealized appreciation/depreciation of assets2017-06-30$794,192
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$7,183
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$6,003
Total income from all sources (including contributions)2017-06-30$1,754,649
Total loss/gain on sale of assets2017-06-30$-67,149
Total of all expenses incurred2017-06-30$508,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$337,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$600,000
Value of total assets at end of year2017-06-30$13,860,873
Value of total assets at beginning of year2017-06-30$12,613,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$171,323
Total interest from all sources2017-06-30$2,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$37,025
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$0
Assets. Other investments not covered elsewhere at end of year2017-06-30$1,953,831
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$4,234,151
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$1,703,307
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$2,611
Other income not declared elsewhere2017-06-30$210,181
Administrative expenses (other) incurred2017-06-30$36,220
Liabilities. Value of operating payables at end of year2017-06-30$3,441
Liabilities. Value of operating payables at beginning of year2017-06-30$3,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Income. Non cash contributions2017-06-30$0
Value of net income/loss2017-06-30$1,246,224
Value of net assets at end of year (total assets less liabilities)2017-06-30$13,853,690
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$12,607,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$98,078
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$9,005,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$6,542,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$598,685
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$783,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$783,987
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$2,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$215,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$600,000
Employer contributions (assets) at end of year2017-06-30$600,000
Employer contributions (assets) at beginning of year2017-06-30$1,050,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$337,102
Liabilities. Value of benefit claims payable at end of year2017-06-30$3,742
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$2,850
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$861,210
Aggregate carrying amount (costs) on sale of assets2017-06-30$928,359
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30JOHNSTON, NELSON, SHIMMEL & THOMAS
Accountancy firm EIN2017-06-30251005407
2016 : RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-736,629
Total unrealized appreciation/depreciation of assets2016-06-30$-736,629
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$6,003
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$6,224
Total income from all sources (including contributions)2016-06-30$1,660,341
Total loss/gain on sale of assets2016-06-30$179,489
Total of all expenses incurred2016-06-30$457,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$324,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,884,690
Value of total assets at end of year2016-06-30$12,613,469
Value of total assets at beginning of year2016-06-30$11,411,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$133,826
Total interest from all sources2016-06-30$167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$31,547
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$0
Assets. Other investments not covered elsewhere at end of year2016-06-30$4,234,151
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$3,994,295
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$2,611
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$2,430
Other income not declared elsewhere2016-06-30$139,084
Administrative expenses (other) incurred2016-06-30$9,690
Liabilities. Value of operating payables at end of year2016-06-30$3,153
Liabilities. Value of operating payables at beginning of year2016-06-30$4,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Income. Non cash contributions2016-06-30$0
Value of net income/loss2016-06-30$1,202,414
Value of net assets at end of year (total assets less liabilities)2016-06-30$12,607,466
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$11,405,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$92,589
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$6,542,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$6,434,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$783,987
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$979,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$979,696
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$193,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$1,884,690
Employer contributions (assets) at end of year2016-06-30$1,050,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$324,101
Liabilities. Value of benefit claims payable at end of year2016-06-30$2,850
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$1,958
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$1,705,623
Aggregate carrying amount (costs) on sale of assets2016-06-30$1,526,134
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30JOHNSTON, NELSON, SHIMMEL & THOMAS
Accountancy firm EIN2016-06-30251005407
2015 : RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-184,683
Total unrealized appreciation/depreciation of assets2015-06-30$-184,683
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$6,224
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$3,212
Total income from all sources (including contributions)2015-06-30$686,694
Total loss/gain on sale of assets2015-06-30$-71,596
Total of all expenses incurred2015-06-30$433,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$306,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$750,000
Value of total assets at end of year2015-06-30$11,411,276
Value of total assets at beginning of year2015-06-30$11,154,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$126,963
Total interest from all sources2015-06-30$147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$34,367
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Assets. Other investments not covered elsewhere at end of year2015-06-30$3,994,295
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$3,097,198
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$2,430
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$3,012
Other income not declared elsewhere2015-06-30$17,933
Liabilities. Value of operating payables at end of year2015-06-30$4,266
Liabilities. Value of operating payables at beginning of year2015-06-30$3,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$253,488
Value of net assets at end of year (total assets less liabilities)2015-06-30$11,405,052
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$11,151,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$92,596
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$6,434,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$6,957,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$979,696
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$1,097,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$1,097,151
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$174,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$306,243
Liabilities. Value of benefit claims payable at end of year2015-06-30$1,958
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$1,491,464
Aggregate carrying amount (costs) on sale of assets2015-06-30$1,563,060
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30JOHNSTON, NELSON, SHIMMEL & THOMAS
Accountancy firm EIN2015-06-30251005407
2014 : RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$1,099,272
Total unrealized appreciation/depreciation of assets2014-06-30$1,099,272
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$3,212
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$1,500
Total income from all sources (including contributions)2014-06-30$2,070,321
Total loss/gain on sale of assets2014-06-30$168,539
Total of all expenses incurred2014-06-30$411,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$294,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$600,000
Value of total assets at end of year2014-06-30$11,154,776
Value of total assets at beginning of year2014-06-30$9,494,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$116,717
Total interest from all sources2014-06-30$83
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$24,988
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Assets. Other investments not covered elsewhere at end of year2014-06-30$3,097,198
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$3,012
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$4,323
Other income not declared elsewhere2014-06-30$28,772
Liabilities. Value of operating payables at end of year2014-06-30$3,212
Liabilities. Value of operating payables at beginning of year2014-06-30$1,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,658,769
Value of net assets at end of year (total assets less liabilities)2014-06-30$11,151,564
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$9,492,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$91,729
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$6,957,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$8,810,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$1,097,151
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$679,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$679,263
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$83
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$173,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$294,835
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$8,685,475
Aggregate carrying amount (costs) on sale of assets2014-06-30$8,516,936
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30JOHNSTON, NELSON, SHIMMEL & THOMAS
Accountancy firm EIN2014-06-30251005407
2013 : RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$-862,222
Total unrealized appreciation/depreciation of assets2013-06-30$-862,222
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$1,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$3,604
Total income from all sources (including contributions)2013-06-30$1,749,640
Total loss/gain on sale of assets2013-06-30$1,656,837
Total of all expenses incurred2013-06-30$328,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$272,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$731,000
Value of total assets at end of year2013-06-30$9,494,295
Value of total assets at beginning of year2013-06-30$8,075,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$55,908
Total interest from all sources2013-06-30$41,008
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$154,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$17,100
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$4,323
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$15,336
Other income not declared elsewhere2013-06-30$8
Liabilities. Value of operating payables at end of year2013-06-30$1,500
Liabilities. Value of operating payables at beginning of year2013-06-30$3,604
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,421,146
Value of net assets at end of year (total assets less liabilities)2013-06-30$9,492,795
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$8,071,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$38,808
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$8,810,709
Income. Interest from US Government securities2013-06-30$23,190
Income. Interest from corporate debt instruments2013-06-30$17,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$679,263
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$324,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$324,341
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$66
Asset value of US Government securities at beginning of year2013-06-30$1,014,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$28,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$731,000
Income. Dividends from common stock2013-06-30$154,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$272,586
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$335,599
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$6,385,267
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$21,709,081
Aggregate carrying amount (costs) on sale of assets2013-06-30$20,052,244
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30JOHNSTON, NELSON, SHIMMEL & THOMAS
Accountancy firm EIN2013-06-30251005407
2012 : RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$-32,696
Total unrealized appreciation/depreciation of assets2012-06-30$-32,696
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$3,604
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$4,828
Total income from all sources (including contributions)2012-06-30$949,711
Total loss/gain on sale of assets2012-06-30$-21,321
Total of all expenses incurred2012-06-30$338,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$287,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$817,000
Value of total assets at end of year2012-06-30$8,075,253
Value of total assets at beginning of year2012-06-30$7,465,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$50,657
Total interest from all sources2012-06-30$46,810
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$139,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$16,069
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$15,336
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$14,312
Liabilities. Value of operating payables at end of year2012-06-30$3,604
Liabilities. Value of operating payables at beginning of year2012-06-30$4,828
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$611,298
Value of net assets at end of year (total assets less liabilities)2012-06-30$8,071,649
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$7,460,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$34,588
Interest earned on other investments2012-06-30$55
Income. Interest from US Government securities2012-06-30$29,783
Income. Interest from corporate debt instruments2012-06-30$16,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$324,341
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$179,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$179,161
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$23
Asset value of US Government securities at end of year2012-06-30$1,014,710
Asset value of US Government securities at beginning of year2012-06-30$867,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$817,000
Income. Dividends from common stock2012-06-30$139,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$287,756
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$335,599
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$335,056
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$6,385,267
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$6,068,954
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$3,018,988
Aggregate carrying amount (costs) on sale of assets2012-06-30$3,040,309
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30JOHNSTON, NELSON AND SHIMMEL, LLP
Accountancy firm EIN2012-06-30251005407
2011 : RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$397,056
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$151,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$151,117
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$416,971
Value of total assets at end of year2011-12-31$5,073,437
Value of total assets at beginning of year2011-12-31$4,827,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$50,854
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$258,618
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$245,939
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,073,437
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,827,498
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
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$3,702,198
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,636,836
Interest on participant loans2011-12-31$0
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$50,854
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,371,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,190,662
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-70,769
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at end of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$158,353
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$151,117
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Contract administrator fees2011-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
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
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
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 name2011-12-31JOHNSTON, NELSON & SHIMMEL, LLP
Accountancy firm EIN2011-12-31251005407
2010 : RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$942,040
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$15,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$14,875
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$458,557
Value of total assets at end of year2010-12-31$4,827,498
Value of total assets at beginning of year2010-12-31$3,900,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$183
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$44,859
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$232,806
Participant contributions at beginning of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$68,582
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$183
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$926,982
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,827,498
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,900,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$3,636,836
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,936,158
Interest on participant loans2010-12-31$0
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$44,859
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,190,662
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$964,358
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$438,624
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$157,169
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$14,875
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31JOHNSTON, NELSON & SHIMMEL, LLP
Accountancy firm EIN2010-12-31251005407

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC.

2021: RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingYes
2021-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedYes
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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 – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: RETIREMENT PLAN FOR EMPLOYEES OF SYMMCO, INC. 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

GREAT AMERICAN (National Association of Insurance Commissioners NAIC id number: 63312 )
Policy contract numberPN0130
Policy instance 1
Insurance contract or identification numberPN0130
Number of Individuals Covered24
Insurance policy start date2021-01-01
Insurance policy end date2021-07-30
Total amount of commissions paid to insurance brokerUSD $19,764
Total amount of fees paid to insurance companyUSD $0
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?No
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 $19,764
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number21106
Policy instance 1
Insurance contract or identification number21106
Number of Individuals Covered122
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $12,734
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number21106
Policy instance 1
Insurance contract or identification number21106
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $11,195
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
Commission paid to Insurance BrokerUSD $8,956
Insurance broker organization code?3
Insurance broker nameSTEVEN P. TUNINK

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