401k Plan data: H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN plan

H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN 401k Plan overview

Plan Name	H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN
Plan identification number	001

H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

H.A. SACK, INC. has sponsored the creation of one or more 401k plans.

Company Name: H.A. SACK, INC.

Employer identification number (EIN): 580709776

NAIC Classification: 238290
NAIC Description: Other Building Equipment Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 MARTIN SCHAPER MARTIN SCHAPER 2019-03-12
001 2017-04-15 MARTIN SCHAPER MARTIN SCHAPER 2018-06-14
001 2011-11-01 MARTIN SCHAPER MARTIN SCHAPER 2016-06-20
001 2009-11-01 CATHERINE REA CATHERINE REA 2011-08-11
001 2009-11-01 CATHERINE REA CATHERINE REA 2011-08-11
001 2008-11-01
001 2008-11-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	MARTIN SCHAPER	MARTIN SCHAPER	2019-03-12
001	2017-04-15	MARTIN SCHAPER	MARTIN SCHAPER	2018-06-14
001	2011-11-01	MARTIN SCHAPER	MARTIN SCHAPER	2016-06-20
001	2009-11-01	CATHERINE REA	CATHERINE REA	2011-08-11
001	2009-11-01	CATHERINE REA	CATHERINE REA	2011-08-11
001	2008-11-01
001	2008-11-01

Plan Statistics for H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN

401k plan membership statisitcs for H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN

Measure Date Value
2022: H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 239
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 227
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 19
Total of all active and inactive participants 2022-01-01 246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 246
Number of participants with account balances 2022-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 250
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 222
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 13
Total of all active and inactive participants 2021-01-01 235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 235
Number of participants with account balances 2021-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2020: H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 237
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 239
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 9
Total of all active and inactive participants 2020-01-01 248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 248
Number of participants with account balances 2020-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 54
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 7
Total of all active and inactive participants 2019-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 61
Number of participants with account balances 2019-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 56
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 7
Total of all active and inactive participants 2018-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 63
Number of participants with account balances 2018-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-04-15 53
Total number of active participants reported on line 7a of the Form 5500 2017-04-15 56
Number of retired or separated participants receiving benefits 2017-04-15 0
Number of other retired or separated participants entitled to future benefits 2017-04-15 7
Total of all active and inactive participants 2017-04-15 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-04-15 0
Total participants 2017-04-15 63
Number of participants with account balances 2017-04-15 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-04-15 0
2011: H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-11-01 163
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 0
Number of retired or separated participants receiving benefits 2011-11-01 0
Number of other retired or separated participants entitled to future benefits 2011-11-01 0
Total of all active and inactive participants 2011-11-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-11-01 0
Total participants 2011-11-01 0
Number of participants with account balances 2011-11-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-11-01 0
2009: H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-11-01 207
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 160
Number of retired or separated participants receiving benefits 2009-11-01 0
Number of other retired or separated participants entitled to future benefits 2009-11-01 12
Total of all active and inactive participants 2009-11-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-11-01 0
Total participants 2009-11-01 172
Number of participants with account balances 2009-11-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-11-01 0

Measure	Date	Value
2022: H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	239
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	227
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	19
Total of all active and inactive participants	2022-01-01	246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	246
Number of participants with account balances	2022-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	250
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	222
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	13
Total of all active and inactive participants	2021-01-01	235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	235
Number of participants with account balances	2021-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2020: H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	237
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	239
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	9
Total of all active and inactive participants	2020-01-01	248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	248
Number of participants with account balances	2020-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	54
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	7
Total of all active and inactive participants	2019-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	61
Number of participants with account balances	2019-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	56
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	7
Total of all active and inactive participants	2018-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	63
Number of participants with account balances	2018-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-04-15	53
Total number of active participants reported on line 7a of the Form 5500	2017-04-15	56
Number of retired or separated participants receiving benefits	2017-04-15	0
Number of other retired or separated participants entitled to future benefits	2017-04-15	7
Total of all active and inactive participants	2017-04-15	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-04-15	0
Total participants	2017-04-15	63
Number of participants with account balances	2017-04-15	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-04-15	0
2011: H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-11-01	163
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	0
Number of retired or separated participants receiving benefits	2011-11-01	0
Number of other retired or separated participants entitled to future benefits	2011-11-01	0
Total of all active and inactive participants	2011-11-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-11-01	0
Total participants	2011-11-01	0
Number of participants with account balances	2011-11-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-11-01	0
2009: H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-11-01	207
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	160
Number of retired or separated participants receiving benefits	2009-11-01	0
Number of other retired or separated participants entitled to future benefits	2009-11-01	12
Total of all active and inactive participants	2009-11-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-11-01	0
Total participants	2009-11-01	172
Number of participants with account balances	2009-11-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-11-01	0

Financial Data on H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN

Measure	Date	Value
2022 : H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$105,999
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-214,112
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$356,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$310,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$494,409
Value of total assets at end of year	2022-12-31	$3,759,060
Value of total assets at beginning of year	2022-12-31	$4,435,381
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$45,430
Total interest from all sources	2022-12-31	$2,249
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$2,061
Administrative expenses professional fees incurred	2022-12-31	$8,999
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$400,483
Participant contributions at end of year	2022-12-31	$42,316
Participant contributions at beginning of year	2022-12-31	$49,751
Participant contributions at end of year	2022-12-31	$7,170
Participant contributions at beginning of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-570,322
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,759,060
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,435,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$105,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$130,824
Value of interest in pooled separate accounts at end of year	2022-12-31	$28,986
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$30,557
Interest on participant loans	2022-12-31	$2,217
Interest earned on other investments	2022-12-31	$32
Value of interest in common/collective trusts at end of year	2022-12-31	$3,476,278
Value of interest in common/collective trusts at beginning of year	2022-12-31	$4,138,504
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$5,182
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$345
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-25,666
Net investment gain/loss from pooled separate accounts	2022-12-31	$-5,774
Net investment gain or loss from common/collective trusts	2022-12-31	$-681,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$93,926
Employer contributions (assets) at end of year	2022-12-31	$93,926
Employer contributions (assets) at beginning of year	2022-12-31	$85,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$310,780
Contract administrator fees	2022-12-31	$36,431
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ALLIANT CPA GROUP LLC
Accountancy firm EIN	2022-12-31	412210752
2021 : H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$990,791
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$69,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$23,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$510,860
Value of total assets at end of year	2021-12-31	$4,435,381
Value of total assets at beginning of year	2021-12-31	$3,513,620
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$45,213
Total interest from all sources	2021-12-31	$2,205
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,423
Administrative expenses professional fees incurred	2021-12-31	$8,750
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$354,766
Participant contributions at end of year	2021-12-31	$49,751
Participant contributions at beginning of year	2021-12-31	$41,935
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$5,581
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$70,694
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$921,761
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,435,381
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,513,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$130,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$85,360
Value of interest in pooled separate accounts at end of year	2021-12-31	$30,557
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$22,262
Interest on participant loans	2021-12-31	$2,168
Interest earned on other investments	2021-12-31	$37
Value of interest in common/collective trusts at end of year	2021-12-31	$4,138,504
Value of interest in common/collective trusts at beginning of year	2021-12-31	$3,268,160
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$345
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$6,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$17,792
Net investment gain/loss from pooled separate accounts	2021-12-31	$4,991
Net investment gain or loss from common/collective trusts	2021-12-31	$453,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$85,400
Employer contributions (assets) at end of year	2021-12-31	$85,400
Employer contributions (assets) at beginning of year	2021-12-31	$84,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$23,817
Contract administrator fees	2021-12-31	$36,463
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	SADOWSKI & COMPANY
Accountancy firm EIN	2021-12-31	800324457
2020 : H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$562,303
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$877,453
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$69,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$41,304
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$445,236
Value of total assets at end of year	2020-12-31	$3,513,620
Value of total assets at beginning of year	2020-12-31	$2,142,970
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$27,802
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$2,420
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,067
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	No
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$335,292
Participant contributions at end of year	2020-12-31	$41,935
Participant contributions at beginning of year	2020-12-31	$39,314
Participant contributions at end of year	2020-12-31	$5,581
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$25,923
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$808,347
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,513,620
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,142,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$85,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$12,463
Value of interest in pooled separate accounts at end of year	2020-12-31	$22,262
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$2,111
Interest on participant loans	2020-12-31	$2,340
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$80
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$3,268,160
Value of interest in common/collective trusts at beginning of year	2020-12-31	$2,017,489
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$6,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$726
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$10,268
Net investment gain/loss from pooled separate accounts	2020-12-31	$3,234
Net investment gain or loss from common/collective trusts	2020-12-31	$415,228
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$84,021
Employer contributions (assets) at end of year	2020-12-31	$84,021
Employer contributions (assets) at beginning of year	2020-12-31	$70,867
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$41,304
Contract administrator fees	2020-12-31	$27,802
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	SADOWSKI & COMPANY
Accountancy firm EIN	2020-12-31	800324457
2019 : H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$-87,369
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$575,269
Expenses. Total of all expenses incurred	2019-12-31	$209,292
Benefits paid (including direct rollovers)	2019-12-31	$190,766
Total plan assets at end of year	2019-12-31	$2,142,970
Total plan assets at beginning of year	2019-12-31	$1,864,362
Total contributions received or receivable from participants	2019-12-31	$46,282
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$339,771
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$365,977
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,142,970
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,864,362
Assets. Value of participant loans	2019-12-31	$37,932
Total contributions received or receivable from employer(s)	2019-12-31	$189,216
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$2,726
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$15,800
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$20,196
Expenses. Total of all expenses incurred	2018-12-31	$18,856
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$1,864,362
Total plan assets at beginning of year	2018-12-31	$1,863,022
Total contributions received or receivable from participants	2018-12-31	$120,010
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$4,182
Other income received	2018-12-31	$-126,848
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$1,340
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,864,362
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,863,022
Total contributions received or receivable from employer(s)	2018-12-31	$22,852
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$18,856
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$1,692,509
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$181,249
Expenses. Total of all expenses incurred	2017-12-31	$10,736
Benefits paid (including direct rollovers)	2017-12-31	$3,571
Total plan assets at end of year	2017-12-31	$1,863,022
Total plan assets at beginning of year	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$60,282
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$120,967
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$170,513
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,863,022
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$7,165
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2012 : H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-10-31	$0
Total transfer of assets from this plan	2012-10-31	$1,668,760
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-10-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-10-31	$0
Total income from all sources (including contributions)	2012-10-31	$121,240
Total loss/gain on sale of assets	2012-10-31	$0
Total of all expenses incurred	2012-10-31	$49,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-10-31	$19,116
Expenses. Certain deemed distributions of participant loans	2012-10-31	$8
Value of total corrective distributions	2012-10-31	$21,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-10-31	$100,211
Value of total assets at end of year	2012-10-31	$0
Value of total assets at beginning of year	2012-10-31	$1,597,308
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-10-31	$9,082
Total interest from all sources	2012-10-31	$1,096
Total dividends received (eg from common stock, registered investment company shares)	2012-10-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-10-31	No
Administrative expenses professional fees incurred	2012-10-31	$600
Was this plan covered by a fidelity bond	2012-10-31	Yes
Value of fidelity bond cover	2012-10-31	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2012-10-31	No
Contributions received from participants	2012-10-31	$100,211
Participant contributions at end of year	2012-10-31	$0
Participant contributions at beginning of year	2012-10-31	$34,515
Participant contributions at beginning of year	2012-10-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-10-31	No
Value of net income/loss	2012-10-31	$71,452
Value of net assets at end of year (total assets less liabilities)	2012-10-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-10-31	$1,597,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-10-31	No
Were any leases to which the plan was party in default or uncollectible	2012-10-31	No
Value of interest in pooled separate accounts at end of year	2012-10-31	$0
Value of interest in pooled separate accounts at beginning of year	2012-10-31	$1,562,790
Interest on participant loans	2012-10-31	$1,096
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-10-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-10-31	$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-10-31	$19,933
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-10-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-10-31	No
Has the plan failed to provide any benefit when due under the plan	2012-10-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-10-31	$19,116
Contract administrator fees	2012-10-31	$8,482
Did the plan have assets held for investment	2012-10-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-10-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-10-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-10-31	Disclaimer
Accountancy firm name	2012-10-31	SADOWSKI & COMPANY
Accountancy firm EIN	2012-10-31	582045095
2011 : H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-10-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-10-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-10-31	$0
Total income from all sources (including contributions)	2011-10-31	$191,344
Total loss/gain on sale of assets	2011-10-31	$0
Total of all expenses incurred	2011-10-31	$149,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-10-31	$111,503
Expenses. Certain deemed distributions of participant loans	2011-10-31	$4,940
Value of total corrective distributions	2011-10-31	$17,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-10-31	$157,478
Value of total assets at end of year	2011-10-31	$1,597,308
Value of total assets at beginning of year	2011-10-31	$1,555,502
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-10-31	$15,445
Total interest from all sources	2011-10-31	$2,031
Total dividends received (eg from common stock, registered investment company shares)	2011-10-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-10-31	No
Was this plan covered by a fidelity bond	2011-10-31	Yes
Value of fidelity bond cover	2011-10-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-10-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-10-31	No
Contributions received from participants	2011-10-31	$157,478
Participant contributions at end of year	2011-10-31	$34,515
Participant contributions at beginning of year	2011-10-31	$41,500
Participant contributions at end of year	2011-10-31	$0
Participant contributions at beginning of year	2011-10-31	$2,854
Administrative expenses (other) incurred	2011-10-31	$1,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-10-31	No
Value of net income/loss	2011-10-31	$41,806
Value of net assets at end of year (total assets less liabilities)	2011-10-31	$1,597,308
Value of net assets at beginning of year (total assets less liabilities)	2011-10-31	$1,555,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-10-31	No
Were any leases to which the plan was party in default or uncollectible	2011-10-31	No
Value of interest in pooled separate accounts at end of year	2011-10-31	$1,562,790
Value of interest in pooled separate accounts at beginning of year	2011-10-31	$1,504,066
Interest on participant loans	2011-10-31	$1,952
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-10-31	$79
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-10-31	$3
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-10-31	$7,082
Net investment gain/loss from pooled separate accounts	2011-10-31	$31,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-10-31	No
Was there a failure to transmit to the plan any participant contributions	2011-10-31	No
Has the plan failed to provide any benefit when due under the plan	2011-10-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-10-31	$111,503
Contract administrator fees	2011-10-31	$14,345
Did the plan have assets held for investment	2011-10-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-10-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-10-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-10-31	Disclaimer
Accountancy firm name	2011-10-31	SADOWSKI & COMPANY
Accountancy firm EIN	2011-10-31	582045095

Form 5500 Responses for H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN

2022: H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN 2017 form 5500 responses
2017-04-15	Type of plan entity	Single employer plan
2017-04-15	First time form 5500 has been submitted	Yes
2017-04-15	Submission has been amended	No
2017-04-15	This submission is the final filing	No
2017-04-15	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-04-15	Plan is a collectively bargained plan	No
2017-04-15	Plan funding arrangement – Insurance	Yes
2017-04-15	Plan funding arrangement – Trust	Yes
2017-04-15	Plan benefit arrangement – Insurance	Yes
2017-04-15	Plan benefit arrangement - Trust	Yes
2011: H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Submission has been amended	Yes
2011-11-01	This submission is the final filing	Yes
2011-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-11-01	Plan is a collectively bargained plan	No
2011-11-01	Plan funding arrangement – Insurance	Yes
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement – Insurance	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2009: H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Submission has been amended	No
2009-11-01	This submission is the final filing	No
2009-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-11-01	Plan is a collectively bargained plan	No
2009-11-01	Plan funding arrangement – Insurance	Yes
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement – Insurance	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes
2008: H. A. SACK CO. , INC. 401(K) SALARY REDUCTION PLAN 2008 form 5500 responses
2008-11-01	Type of plan entity	Single employer plan
2008-11-01	Submission has been amended	No
2008-11-01	This submission is the final filing	No
2008-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-11-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	246
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	619
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	248
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	61
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	34
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	56
Insurance policy start date	2017-05-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

16959

Policy instance

Insurance contract or identification number	16959
Number of Individuals Covered	0
Insurance policy start date	2011-11-01
Insurance policy end date	2012-10-31
Total amount of commissions paid to insurance broker	USD $5,554
Total amount of fees paid to insurance company	USD $600
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $5,554
Insurance broker organization code?	3
Amount paid for insurance broker fees	600
Additional information about fees paid to insurance broker	DISTRIBUTION PROCESSING
Insurance broker name	ERSKINE AND ASSOCIATES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

16959

Policy instance

Insurance contract or identification number	16959
Insurance policy start date	2010-11-01
Insurance policy end date	2011-10-31
Total amount of commissions paid to insurance broker	USD $7,581
Total amount of fees paid to insurance company	USD $1,000
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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Company Name:	H.A. SACK, INC.
Employer identification number (EIN):	580709776
NAIC Classification:	238290
NAIC Description:	Other Building Equipment Contractors