| Plan Name | BATES ELECTRIC, INC. EMPLOYEE BENEFIT PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
|
| Company Name: | BATES ELECTRIC, INC. |
| Employer identification number (EIN): | 431615893 |
| NAIC Classification: | 238210 |
| NAIC Description: | Electrical Contractors and Other Wiring Installation Contractors |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2015-03-01 | CHRISTOPHER J. BATES |
| Measure | Date | Value |
|---|---|---|
| 2015 : BATES ELECTRIC, INC. EMPLOYEE BENEFIT PLAN 2015 401k financial data | ||
| Total plan liabilities at end of year | 2015-12-31 | $31,088 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $416,729 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $429,910 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $370,730 |
| Total plan assets at end of year | 2015-12-31 | $17,907 |
| Total plan assets at beginning of year | 2015-12-31 | $0 |
| Value of fidelity bond covering the plan | 2015-12-31 | $45,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $7,295 |
| Net income (gross income less expenses) | 2015-12-31 | $-13,181 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $-13,181 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $409,434 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $59,180 |
| 2015: BATES ELECTRIC, INC. EMPLOYEE BENEFIT PLAN 2015 form 5500 responses | ||
|---|---|---|
| 2015-03-01 | Type of plan entity | Single employer plan |
| 2015-03-01 | First time form 5500 has been submitted | Yes |
| 2015-03-01 | Submission has been amended | No |
| 2015-03-01 | This submission is the final filing | No |
| 2015-03-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2015-03-01 | Plan is a collectively bargained plan | No |
| 2015-03-01 | Plan funding arrangement – Insurance | Yes |
| 2015-03-01 | Plan funding arrangement – Trust | Yes |
| 2015-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-03-01 | Plan benefit arrangement - Trust | Yes |
| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) | |
| Policy contract number | UNI-202140 |
| Policy instance | 1 |
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) | |
| Policy contract number | 1000771 |
| Policy instance | 2 |