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THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 401k Plan overview

Plan NameTHRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES
Plan identification number 002

THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

PROGRESS INDUSTRIES has sponsored the creation of one or more 401k plans.

Company Name:PROGRESS INDUSTRIES
Employer identification number (EIN):421122161
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about PROGRESS INDUSTRIES

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1979-01-23
Company Identification Number: 062263
Legal Registered Office Address: 202 N 3RD AVE W

NEWTON
United States of America (USA)
50208

More information about PROGRESS INDUSTRIES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01SANDRA HAM SANDRA HAM2019-01-24
0022016-07-01TERESA WERMAGER TERESA WERMAGER2018-01-08
0022015-07-01KELLY DECKER KELLY DECKER2016-12-05
0022014-07-01KELLY DECKER KELLY DECKER2016-01-15
0022013-07-01KELLY DECKER KELLY DECKER2014-12-26
0022012-07-01KELLY DECKER KELLY DECKER2014-01-20
0022011-07-01KELLY DECKER KELLY DECKER2012-11-21
0022010-07-01KELLY DECKER KELLY DECKER2011-11-28
0022009-07-01KELLY DECKER KELLY DECKER2011-03-04
0022009-07-01KELLY DECKER KELLY DECKER2010-12-29

Plan Statistics for THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES

401k plan membership statisitcs for THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES

Measure Date Value
2022: THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2022 401k membership
Total participants, beginning-of-year2022-07-01238
Total number of active participants reported on line 7a of the Form 55002022-07-01175
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-0138
Total of all active and inactive participants2022-07-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-012
Total participants2022-07-01215
Number of participants with account balances2022-07-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-017
2021: THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2021 401k membership
Total participants, beginning-of-year2021-07-01239
Total number of active participants reported on line 7a of the Form 55002021-07-01170
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0146
Total of all active and inactive participants2021-07-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-012
Total participants2021-07-01218
Number of participants with account balances2021-07-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0111
2020: THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2020 401k membership
Total participants, beginning-of-year2020-07-01257
Total number of active participants reported on line 7a of the Form 55002020-07-01204
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0132
Total of all active and inactive participants2020-07-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-012
Total participants2020-07-01238
Number of participants with account balances2020-07-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0117
2019: THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2019 401k membership
Total participants, beginning-of-year2019-07-01249
Total number of active participants reported on line 7a of the Form 55002019-07-01213
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0130
Total of all active and inactive participants2019-07-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-012
Total participants2019-07-01245
Number of participants with account balances2019-07-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-015
2018: THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2018 401k membership
Total participants, beginning-of-year2018-07-01254
Total number of active participants reported on line 7a of the Form 55002018-07-01209
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0136
Total of all active and inactive participants2018-07-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-013
Total participants2018-07-01248
Number of participants with account balances2018-07-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0114
2017: THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2017 401k membership
Total participants, beginning-of-year2017-07-01296
Total number of active participants reported on line 7a of the Form 55002017-07-01227
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0134
Total of all active and inactive participants2017-07-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-013
Total participants2017-07-01264
Number of participants with account balances2017-07-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0117
2016: THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2016 401k membership
Total participants, beginning-of-year2016-07-01275
Total number of active participants reported on line 7a of the Form 55002016-07-01248
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0127
Total of all active and inactive participants2016-07-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-013
Total participants2016-07-01278
Number of participants with account balances2016-07-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0117
2015: THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2015 401k membership
Total participants, beginning-of-year2015-07-01277
Total number of active participants reported on line 7a of the Form 55002015-07-01249
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0123
Total of all active and inactive participants2015-07-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01272
Number of participants with account balances2015-07-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0115
2014: THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2014 401k membership
Total participants, beginning-of-year2014-07-01265
Total number of active participants reported on line 7a of the Form 55002014-07-01257
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0118
Total of all active and inactive participants2014-07-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01275
Number of participants with account balances2014-07-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-019
2013: THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2013 401k membership
Total participants, beginning-of-year2013-07-01286
Total number of active participants reported on line 7a of the Form 55002013-07-01255
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0117
Total of all active and inactive participants2013-07-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01272
Number of participants with account balances2013-07-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0112
2012: THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2012 401k membership
Total participants, beginning-of-year2012-07-01281
Total number of active participants reported on line 7a of the Form 55002012-07-01264
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0123
Total of all active and inactive participants2012-07-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01287
Number of participants with account balances2012-07-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-019
2011: THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2011 401k membership
Total participants, beginning-of-year2011-07-01282
Total number of active participants reported on line 7a of the Form 55002011-07-01277
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0115
Total of all active and inactive participants2011-07-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01292
Number of participants with account balances2011-07-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-018
2010: THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2010 401k membership
Total participants, beginning-of-year2010-07-01287
Total number of active participants reported on line 7a of the Form 55002010-07-01267
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0126
Total of all active and inactive participants2010-07-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01293
Number of participants with account balances2010-07-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0127
2009: THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2009 401k membership
Total participants, beginning-of-year2009-07-01306
Total number of active participants reported on line 7a of the Form 55002009-07-01267
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0128
Total of all active and inactive participants2009-07-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01295
Number of participants with account balances2009-07-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0133

Financial Data on THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES

Measure Date Value
2023 : THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$1,565,678
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$1,036,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$1,005,797
Value of total corrective distributions2023-06-30$867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$640,318
Value of total assets at end of year2023-06-30$9,616,422
Value of total assets at beginning of year2023-06-30$9,087,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$30,210
Total interest from all sources2023-06-30$14,498
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$167,612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$167,612
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$1,000,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$259,423
Participant contributions at end of year2023-06-30$212,646
Participant contributions at beginning of year2023-06-30$134,278
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$174,065
Other income not declared elsewhere2023-06-30$6,979
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$528,804
Value of net assets at end of year (total assets less liabilities)2023-06-30$9,616,422
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$9,087,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$9,098,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$8,663,977
Interest on participant loans2023-06-30$9,798
Interest earned on other investments2023-06-30$4,700
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$304,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$289,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$736,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30Yes
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$206,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$1,005,797
Contract administrator fees2023-06-30$30,210
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Qualified
Accountancy firm name2023-06-30HENJES, CONNER & WILLIAM, P.C.
Accountancy firm EIN2023-06-30481292483
2022 : THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-1,039,696
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$2,244,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$2,237,450
Value of total corrective distributions2022-06-30$1,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$467,765
Value of total assets at end of year2022-06-30$9,087,618
Value of total assets at beginning of year2022-06-30$12,371,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$5,308
Total interest from all sources2022-06-30$13,776
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$228,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$228,746
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$253,626
Participant contributions at end of year2022-06-30$134,278
Participant contributions at beginning of year2022-06-30$224,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-3,284,152
Value of net assets at end of year (total assets less liabilities)2022-06-30$9,087,618
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$12,371,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$8,663,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$11,803,382
Interest on participant loans2022-06-30$9,447
Interest earned on other investments2022-06-30$4,329
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$289,363
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$344,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,749,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$214,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$2,237,450
Contract administrator fees2022-06-30$5,308
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30HENJES, CONNER & WILLIAMS, P.C.
Accountancy firm EIN2022-06-30481292483
2021 : THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$3,011,870
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$317,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$312,776
Value of total corrective distributions2021-06-30$753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$501,601
Value of total assets at end of year2021-06-30$12,371,770
Value of total assets at beginning of year2021-06-30$9,677,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$4,109
Total interest from all sources2021-06-30$15,194
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$143,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$143,193
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
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
Contributions received from participants2021-06-30$269,163
Participant contributions at end of year2021-06-30$224,355
Participant contributions at beginning of year2021-06-30$186,122
Participant contributions at beginning of year2021-06-30$10,443
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$2,694,232
Value of net assets at end of year (total assets less liabilities)2021-06-30$12,371,770
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$9,677,538
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$11,803,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$9,174,888
Interest on participant loans2021-06-30$10,424
Interest earned on other investments2021-06-30$4,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$344,033
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$296,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$2,351,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
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$232,438
Employer contributions (assets) at beginning of year2021-06-30$9,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$312,776
Contract administrator fees2021-06-30$4,109
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
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30HENJES, CONNER & WILLIAMS, P.C.
Accountancy firm EIN2021-06-30481292483
2020 : THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 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$0
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total transfer of assets to this plan2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$846,807
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$908,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$904,056
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Value of total corrective distributions2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$557,723
Value of total assets at end of year2020-06-30$9,677,538
Value of total assets at beginning of year2020-06-30$9,738,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$4,200
Total income from rents2020-06-30$0
Total interest from all sources2020-06-30$16,495
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$155,712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$155,712
Administrative expenses professional fees incurred2020-06-30$0
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Amount of non-exempt transactions with any party-in-interest2020-06-30$0
Contributions received from participants2020-06-30$254,124
Participant contributions at end of year2020-06-30$186,122
Participant contributions at beginning of year2020-06-30$263,288
Participant contributions at end of year2020-06-30$10,443
Participant contributions at beginning of year2020-06-30$9,035
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$85,852
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$0
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$0
Liabilities. Value of operating payables at beginning of year2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-61,449
Value of net assets at end of year (total assets less liabilities)2020-06-30$9,677,538
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$9,738,987
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-06-30$0
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-06-30$0
Investment advisory and management fees2020-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$9,174,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$9,228,926
Interest on participant loans2020-06-30$12,527
Income. Interest from loans (other than to participants)2020-06-30$0
Interest earned on other investments2020-06-30$3,968
Income. Interest from US Government securities2020-06-30$0
Income. Interest from corporate debt instruments2020-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$296,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$230,054
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$116,877
Net investment gain/loss from pooled separate accounts2020-06-30$0
Net investment gain or loss from common/collective trusts2020-06-30$0
Net gain/loss from 103.12 investment entities2020-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
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$217,747
Employer contributions (assets) at end of year2020-06-30$9,345
Employer contributions (assets) at beginning of year2020-06-30$7,684
Income. Dividends from preferred stock2020-06-30$0
Income. Dividends from common stock2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$904,056
Contract administrator fees2020-06-30$4,200
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$0
Aggregate carrying amount (costs) on sale of assets2020-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30HENJES, CONNER & WILLIAMS, P.C.
Accountancy firm EIN2020-06-30481292483
2019 : THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$0
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total transfer of assets to this plan2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,105,777
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$902,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$894,084
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Value of total corrective distributions2019-06-30$1,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$586,546
Value of total assets at end of year2019-06-30$9,738,987
Value of total assets at beginning of year2019-06-30$9,535,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$6,995
Total income from rents2019-06-30$0
Total interest from all sources2019-06-30$17,820
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$171,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$171,501
Administrative expenses professional fees incurred2019-06-30$0
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
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
Amount of non-exempt transactions with any party-in-interest2019-06-30$0
Contributions received from participants2019-06-30$265,792
Participant contributions at end of year2019-06-30$263,288
Participant contributions at beginning of year2019-06-30$243,581
Participant contributions at end of year2019-06-30$9,035
Participant contributions at beginning of year2019-06-30$10,402
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$98,295
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$0
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$0
Liabilities. Value of operating payables at beginning of year2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$203,525
Value of net assets at end of year (total assets less liabilities)2019-06-30$9,738,987
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$9,535,462
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-06-30$0
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-06-30$0
Investment advisory and management fees2019-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$9,228,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$9,051,218
Interest on participant loans2019-06-30$14,314
Income. Interest from loans (other than to participants)2019-06-30$0
Interest earned on other investments2019-06-30$3,506
Income. Interest from US Government securities2019-06-30$0
Income. Interest from corporate debt instruments2019-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$230,054
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$221,226
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$329,910
Net investment gain/loss from pooled separate accounts2019-06-30$0
Net investment gain or loss from common/collective trusts2019-06-30$0
Net gain/loss from 103.12 investment entities2019-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
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$222,459
Employer contributions (assets) at end of year2019-06-30$7,684
Employer contributions (assets) at beginning of year2019-06-30$9,035
Income. Dividends from preferred stock2019-06-30$0
Income. Dividends from common stock2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$894,084
Contract administrator fees2019-06-30$6,995
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$0
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$0
Aggregate carrying amount (costs) on sale of assets2019-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30HENJES, CONNER & WILLIAMS PC
Accountancy firm EIN2019-06-30481292483
2018 : THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$0
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total transfer of assets to this plan2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,356,528
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,234,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,228,896
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Value of total corrective distributions2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$666,534
Value of total assets at end of year2018-06-30$9,535,462
Value of total assets at beginning of year2018-06-30$9,413,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$5,429
Total income from rents2018-06-30$0
Total interest from all sources2018-06-30$15,477
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$182,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$182,044
Administrative expenses professional fees incurred2018-06-30$0
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
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
Amount of non-exempt transactions with any party-in-interest2018-06-30$0
Contributions received from participants2018-06-30$297,170
Participant contributions at end of year2018-06-30$243,581
Participant contributions at beginning of year2018-06-30$288,515
Participant contributions at end of year2018-06-30$10,402
Participant contributions at beginning of year2018-06-30$8,106
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$25,649
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$0
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$0
Liabilities. Value of operating payables at beginning of year2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$122,203
Value of net assets at end of year (total assets less liabilities)2018-06-30$9,535,462
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$9,413,259
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-06-30$0
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-06-30$0
Investment advisory and management fees2018-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$9,051,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$8,812,951
Interest on participant loans2018-06-30$12,529
Income. Interest from loans (other than to participants)2018-06-30$0
Interest earned on other investments2018-06-30$2,948
Income. Interest from US Government securities2018-06-30$0
Income. Interest from corporate debt instruments2018-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$221,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$292,804
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$492,473
Net investment gain/loss from pooled separate accounts2018-06-30$0
Net investment gain or loss from common/collective trusts2018-06-30$0
Net gain/loss from 103.12 investment entities2018-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
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$343,715
Employer contributions (assets) at end of year2018-06-30$9,035
Employer contributions (assets) at beginning of year2018-06-30$10,883
Income. Dividends from preferred stock2018-06-30$0
Income. Dividends from common stock2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,228,896
Contract administrator fees2018-06-30$5,429
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$0
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$0
Aggregate carrying amount (costs) on sale of assets2018-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30HENJES, CONNER & WILLIAMS, P.C.
Accountancy firm EIN2018-06-30481292483
2017 : THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$0
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total transfer of assets to this plan2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,681,902
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$612,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$607,952
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Value of total corrective distributions2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$726,735
Value of total assets at end of year2017-06-30$9,413,259
Value of total assets at beginning of year2017-06-30$8,344,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$5,036
Total income from rents2017-06-30$0
Total interest from all sources2017-06-30$14,517
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$119,426
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$119,426
Administrative expenses professional fees incurred2017-06-30$0
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Amount of non-exempt transactions with any party-in-interest2017-06-30$0
Contributions received from participants2017-06-30$296,407
Participant contributions at end of year2017-06-30$288,515
Participant contributions at beginning of year2017-06-30$251,620
Participant contributions at end of year2017-06-30$8,106
Participant contributions at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$58,907
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$0
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$0
Liabilities. Value of operating payables at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,068,914
Value of net assets at end of year (total assets less liabilities)2017-06-30$9,413,259
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$8,344,345
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-06-30$0
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-06-30$0
Investment advisory and management fees2017-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$8,812,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$7,787,196
Interest on participant loans2017-06-30$11,114
Income. Interest from loans (other than to participants)2017-06-30$0
Interest earned on other investments2017-06-30$3,403
Income. Interest from US Government securities2017-06-30$0
Income. Interest from corporate debt instruments2017-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$292,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$305,529
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$821,224
Net investment gain/loss from pooled separate accounts2017-06-30$0
Net investment gain or loss from common/collective trusts2017-06-30$0
Net gain/loss from 103.12 investment entities2017-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
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$371,421
Employer contributions (assets) at end of year2017-06-30$10,883
Employer contributions (assets) at beginning of year2017-06-30$0
Income. Dividends from preferred stock2017-06-30$0
Income. Dividends from common stock2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$607,952
Contract administrator fees2017-06-30$5,036
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$0
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 appraiser2017-06-30No
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$0
Aggregate carrying amount (costs) on sale of assets2017-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30HENJES, CONNER & WILLIAMS, PC
Accountancy firm EIN2017-06-30481292483
2016 : THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$0
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets to this plan2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$565,546
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,689,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,683,955
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Value of total corrective distributions2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$627,524
Value of total assets at end of year2016-06-30$8,344,345
Value of total assets at beginning of year2016-06-30$9,467,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$5,172
Total income from rents2016-06-30$0
Total interest from all sources2016-06-30$15,740
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$103,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$103,591
Administrative expenses professional fees incurred2016-06-30$0
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
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
Amount of non-exempt transactions with any party-in-interest2016-06-30$0
Contributions received from participants2016-06-30$271,618
Participant contributions at end of year2016-06-30$251,620
Participant contributions at beginning of year2016-06-30$320,106
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$3,347
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$0
Other income not declared elsewhere2016-06-30$205
Administrative expenses (other) incurred2016-06-30$0
Liabilities. Value of operating payables at beginning of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-1,123,581
Value of net assets at end of year (total assets less liabilities)2016-06-30$8,344,345
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$9,467,926
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-06-30$0
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-06-30$0
Investment advisory and management fees2016-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$7,787,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$8,861,231
Interest on participant loans2016-06-30$12,181
Income. Interest from loans (other than to participants)2016-06-30$0
Interest earned on other investments2016-06-30$3,559
Income. Interest from US Government securities2016-06-30$0
Income. Interest from corporate debt instruments2016-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$305,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$283,509
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-181,514
Net investment gain/loss from pooled separate accounts2016-06-30$0
Net investment gain or loss from common/collective trusts2016-06-30$0
Net gain/loss from 103.12 investment entities2016-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
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$352,559
Employer contributions (assets) at end of year2016-06-30$0
Employer contributions (assets) at beginning of year2016-06-30$3,080
Income. Dividends from preferred stock2016-06-30$0
Income. Dividends from common stock2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,683,955
Contract administrator fees2016-06-30$5,172
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$0
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 appraiser2016-06-30No
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$0
Aggregate carrying amount (costs) on sale of assets2016-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30HENJES, CONNER & WILLIAMS
Accountancy firm EIN2016-06-30481292483
2015 : THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$0
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total transfer of assets to this plan2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$921,064
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,525,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,517,231
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Value of total corrective distributions2015-06-30$1,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$694,696
Value of total assets at end of year2015-06-30$9,467,926
Value of total assets at beginning of year2015-06-30$10,071,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$5,923
Total income from rents2015-06-30$0
Total interest from all sources2015-06-30$16,092
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$171,685
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$171,685
Administrative expenses professional fees incurred2015-06-30$0
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
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
Amount of non-exempt transactions with any party-in-interest2015-06-30$0
Contributions received from participants2015-06-30$310,446
Participant contributions at end of year2015-06-30$320,106
Participant contributions at beginning of year2015-06-30$305,163
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$4,088
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$0
Other income not declared elsewhere2015-06-30$0
Administrative expenses (other) incurred2015-06-30$0
Liabilities. Value of operating payables at beginning of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-604,054
Value of net assets at end of year (total assets less liabilities)2015-06-30$9,467,926
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$10,071,980
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-06-30$0
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-06-30$0
Investment advisory and management fees2015-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$8,861,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$9,499,552
Interest on participant loans2015-06-30$12,161
Income. Interest from loans (other than to participants)2015-06-30$0
Interest earned on other investments2015-06-30$3,931
Income. Interest from US Government securities2015-06-30$0
Income. Interest from corporate debt instruments2015-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$283,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$267,265
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$38,591
Net investment gain/loss from pooled separate accounts2015-06-30$0
Net investment gain or loss from common/collective trusts2015-06-30$0
Net gain/loss from 103.12 investment entities2015-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
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$380,162
Employer contributions (assets) at end of year2015-06-30$3,080
Employer contributions (assets) at beginning of year2015-06-30$0
Income. Dividends from preferred stock2015-06-30$0
Income. Dividends from common stock2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,517,231
Contract administrator fees2015-06-30$5,923
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$0
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$0
Aggregate carrying amount (costs) on sale of assets2015-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30HENJES, CONNER & WILLIAMS PC
Accountancy firm EIN2015-06-30481292483
2014 : THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$0
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total transfer of assets to this plan2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$1,633
Total income from all sources (including contributions)2014-06-30$2,026,922
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$1,663,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,657,003
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Value of total corrective distributions2014-06-30$402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$675,363
Value of total assets at end of year2014-06-30$10,071,980
Value of total assets at beginning of year2014-06-30$9,710,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$6,173
Total income from rents2014-06-30$0
Total interest from all sources2014-06-30$18,833
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$125,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$125,237
Administrative expenses professional fees incurred2014-06-30$0
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
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
Amount of non-exempt transactions with any party-in-interest2014-06-30$0
Contributions received from participants2014-06-30$300,374
Participant contributions at end of year2014-06-30$305,163
Participant contributions at beginning of year2014-06-30$336,333
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$1,633
Other income not declared elsewhere2014-06-30$0
Administrative expenses (other) incurred2014-06-30$0
Liabilities. Value of operating payables at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$363,344
Value of net assets at end of year (total assets less liabilities)2014-06-30$10,071,980
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$9,708,636
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-06-30$0
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-06-30$0
Investment advisory and management fees2014-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$9,499,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$8,958,132
Interest on participant loans2014-06-30$13,622
Income. Interest from loans (other than to participants)2014-06-30$0
Interest earned on other investments2014-06-30$5,211
Income. Interest from US Government securities2014-06-30$0
Income. Interest from corporate debt instruments2014-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$267,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$415,804
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,207,489
Net investment gain/loss from pooled separate accounts2014-06-30$0
Net investment gain or loss from common/collective trusts2014-06-30$0
Net gain/loss from 103.12 investment entities2014-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30Yes
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$374,989
Employer contributions (assets) at end of year2014-06-30$0
Employer contributions (assets) at beginning of year2014-06-30$0
Income. Dividends from preferred stock2014-06-30$0
Income. Dividends from common stock2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,657,003
Contract administrator fees2014-06-30$6,173
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$0
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$0
Aggregate carrying amount (costs) on sale of assets2014-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30HENJES, CONNER, & WILLIAMS, PC
Accountancy firm EIN2014-06-30481292483
2013 : THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$0
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total transfer of assets to this plan2013-06-30$0
Total transfer of assets from this plan2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$1,633
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$1,651,387
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$488,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$464,867
Expenses. Certain deemed distributions of participant loans2013-06-30$18,165
Value of total corrective distributions2013-06-30$728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$771,391
Value of total assets at end of year2013-06-30$9,710,269
Value of total assets at beginning of year2013-06-30$8,545,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$4,378
Total income from rents2013-06-30$0
Total interest from all sources2013-06-30$23,706
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$146,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$146,120
Administrative expenses professional fees incurred2013-06-30$0
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
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
Amount of non-exempt transactions with any party-in-interest2013-06-30$0
Contributions received from participants2013-06-30$339,031
Participant contributions at end of year2013-06-30$336,333
Participant contributions at beginning of year2013-06-30$401,537
Participant contributions at end of year2013-06-30$0
Participant contributions at beginning of year2013-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$723
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$365
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$1,633
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$0
Other income not declared elsewhere2013-06-30$0
Administrative expenses (other) incurred2013-06-30$0
Liabilities. Value of operating payables at beginning of year2013-06-30$0
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$1,163,249
Value of net assets at end of year (total assets less liabilities)2013-06-30$9,708,636
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$8,545,387
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-06-30$0
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-06-30$0
Investment advisory and management fees2013-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$8,958,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$7,636,643
Interest on participant loans2013-06-30$15,315
Income. Interest from loans (other than to participants)2013-06-30$0
Interest earned on other investments2013-06-30$8,391
Income. Interest from US Government securities2013-06-30$0
Income. Interest from corporate debt instruments2013-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$415,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$507,207
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$710,170
Net investment gain/loss from pooled separate accounts2013-06-30$0
Net investment gain or loss from common/collective trusts2013-06-30$0
Net gain/loss from 103.12 investment entities2013-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30Yes
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$431,637
Employer contributions (assets) at end of year2013-06-30$0
Employer contributions (assets) at beginning of year2013-06-30$0
Income. Dividends from preferred stock2013-06-30$0
Income. Dividends from common stock2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$464,502
Contract administrator fees2013-06-30$4,378
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$0
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$0
Aggregate carrying amount (costs) on sale of assets2013-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30HENJES, CONNER, & WILLIAMS, P.C.
Accountancy firm EIN2013-06-30481292483
2012 : THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$0
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$0
Total transfer of assets from this plan2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$807,936
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$735,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$729,065
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Value of total corrective distributions2012-06-30$2,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$766,726
Value of total assets at end of year2012-06-30$8,545,387
Value of total assets at beginning of year2012-06-30$8,473,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$4,485
Total income from rents2012-06-30$0
Total interest from all sources2012-06-30$28,393
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$124,772
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$124,772
Administrative expenses professional fees incurred2012-06-30$0
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
Amount of non-exempt transactions with any party-in-interest2012-06-30$0
Contributions received from participants2012-06-30$335,103
Participant contributions at end of year2012-06-30$401,537
Participant contributions at beginning of year2012-06-30$386,336
Participant contributions at end of year2012-06-30$0
Participant contributions at beginning of year2012-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$306
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$0
Other income not declared elsewhere2012-06-30$256
Administrative expenses (other) incurred2012-06-30$0
Liabilities. Value of operating payables at beginning of year2012-06-30$0
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$72,112
Value of net assets at end of year (total assets less liabilities)2012-06-30$8,545,387
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$8,473,275
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-06-30$0
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-06-30$0
Investment advisory and management fees2012-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$7,636,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$7,730,464
Interest on participant loans2012-06-30$18,032
Income. Interest from loans (other than to participants)2012-06-30$0
Interest earned on other investments2012-06-30$10,361
Income. Interest from US Government securities2012-06-30$0
Income. Interest from corporate debt instruments2012-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$507,207
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$356,475
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-112,211
Net investment gain/loss from pooled separate accounts2012-06-30$0
Net investment gain or loss from common/collective trusts2012-06-30$0
Net gain/loss from 103.12 investment entities2012-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
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$431,317
Employer contributions (assets) at end of year2012-06-30$0
Employer contributions (assets) at beginning of year2012-06-30$0
Income. Dividends from preferred stock2012-06-30$0
Income. Dividends from common stock2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$729,065
Contract administrator fees2012-06-30$4,485
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$0
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$0
Aggregate carrying amount (costs) on sale of assets2012-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30HENJES, CONNER & WILLIAMS, PC
Accountancy firm EIN2012-06-30481292483
2011 : THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$0
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total transfer of assets to this plan2011-06-30$0
Total transfer of assets from this plan2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$2,179,543
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$488,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$483,131
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Value of total corrective distributions2011-06-30$950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$715,904
Value of total assets at end of year2011-06-30$8,473,275
Value of total assets at beginning of year2011-06-30$6,781,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$3,983
Total income from rents2011-06-30$0
Total interest from all sources2011-06-30$26,115
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$116,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$116,253
Administrative expenses professional fees incurred2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Amount of non-exempt transactions with any party-in-interest2011-06-30$0
Contributions received from participants2011-06-30$316,770
Participant contributions at end of year2011-06-30$386,336
Participant contributions at beginning of year2011-06-30$318,844
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$950
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$0
Other income not declared elsewhere2011-06-30$321
Administrative expenses (other) incurred2011-06-30$0
Liabilities. Value of operating payables at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,691,479
Value of net assets at end of year (total assets less liabilities)2011-06-30$8,473,275
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$6,781,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-06-30$0
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-06-30$0
Investment advisory and management fees2011-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$7,730,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$6,462,952
Interest on participant loans2011-06-30$17,602
Income. Interest from loans (other than to participants)2011-06-30$0
Interest earned on other investments2011-06-30$8,513
Income. Interest from US Government securities2011-06-30$0
Income. Interest from corporate debt instruments2011-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$356,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$1,320,950
Net investment gain/loss from pooled separate accounts2011-06-30$0
Net investment gain or loss from common/collective trusts2011-06-30$0
Net gain/loss from 103.12 investment entities2011-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$398,184
Employer contributions (assets) at end of year2011-06-30$0
Employer contributions (assets) at beginning of year2011-06-30$0
Income. Dividends from preferred stock2011-06-30$0
Income. Dividends from common stock2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$483,131
Contract administrator fees2011-06-30$3,983
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$0
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$0
Aggregate carrying amount (costs) on sale of assets2011-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30HENJES, CONNER & WILLIAMS, PC
Accountancy firm EIN2011-06-30481292483
2010 : THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES

2022: THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planYes
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
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 planYes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
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 planYes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
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 planYes
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
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 planYes
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: THRIFT PLAN FOR EMPLOYEES OF PROGRESS INDUSTRIES 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered215
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $448
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $448
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered218
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $740
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $740
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered238
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $694
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $694
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered245
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $500
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $500
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered248
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $489
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $489
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered264
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $561
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $561
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker namePRINCIPAL SECURITIES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered272
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $634
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $634
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameLONGNECKER, TED J.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered275
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $662
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $662
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameLONGNECKER, TED J.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered272
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $17,471
Total amount of fees paid to insurance companyUSD $3,160
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,471
Amount paid for insurance broker fees3160
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameLONGNECKER, TED J.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered287
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $15,906
Total amount of fees paid to insurance companyUSD $3,066
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,906
Amount paid for insurance broker fees3066
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameLONGNECKER, TED J.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered292
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $10,554
Total amount of fees paid to insurance companyUSD $2,254
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered293
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $14,006
Total amount of fees paid to insurance companyUSD $3,149
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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