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ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 401k Plan overview

Plan NameADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN
Plan identification number 001

ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

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

Company Name:ADVANCED ROOFING, INC.
Employer identification number (EIN):592360591
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012017-01-01ROSE BRITTAIN
0012016-01-01ROSE BRITTAIN
0012015-01-01ROSE BRITTAIN
0012015-01-01ROSE BRITTAIN
0012014-01-01ROSE BRITTAIN
0012013-01-01ROSE BRITTAIN
0012012-01-01ROSE BRITTAIN
0012011-01-01ROSE BRITTAIN
0012010-01-01ROSE BRITTAIN
0012009-01-01ROSE BRITTAIN

Plan Statistics for ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN

401k plan membership statisitcs for ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN

Measure Date Value
2022: ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01476
Total number of active participants reported on line 7a of the Form 55002022-01-01436
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0152
Total of all active and inactive participants2022-01-01488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01488
Number of participants with account balances2022-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0125
2021: ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01476
Total number of active participants reported on line 7a of the Form 55002021-01-01431
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0141
Total of all active and inactive participants2021-01-01472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01472
Number of participants with account balances2021-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0127
2020: ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01455
Total number of active participants reported on line 7a of the Form 55002020-01-01413
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0129
Total of all active and inactive participants2020-01-01442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01443
Number of participants with account balances2020-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01387
Total number of active participants reported on line 7a of the Form 55002019-01-01408
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0132
Total of all active and inactive participants2019-01-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01440
Number of participants with account balances2019-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2017: ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01307
Total number of active participants reported on line 7a of the Form 55002017-01-01322
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0131
Total of all active and inactive participants2017-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01353
Number of participants with account balances2017-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01282
Total number of active participants reported on line 7a of the Form 55002016-01-01302
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0122
Total of all active and inactive participants2016-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01324
Number of participants with account balances2016-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01243
Total number of active participants reported on line 7a of the Form 55002015-01-01245
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01273
Number of participants with account balances2015-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01244
Total number of active participants reported on line 7a of the Form 55002014-01-01222
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01244
Number of participants with account balances2014-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01223
Total number of active participants reported on line 7a of the Form 55002013-01-01214
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01235
Number of participants with account balances2013-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01233
Total number of active participants reported on line 7a of the Form 55002012-01-01210
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01234
Number of participants with account balances2012-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01236
Total number of active participants reported on line 7a of the Form 55002011-01-01242
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01266
Number of participants with account balances2011-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01288
Total number of active participants reported on line 7a of the Form 55002010-01-01201
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0129
Total of all active and inactive participants2010-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01230
Number of participants with account balances2010-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0119
2009: ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01301
Total number of active participants reported on line 7a of the Form 55002009-01-01248
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0136
Total of all active and inactive participants2009-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01286
Number of participants with account balances2009-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN

Measure Date Value
2022 : ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$922
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-911,261
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$965,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$956,207
Value of total corrective distributions2022-12-31$922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,506,187
Value of total assets at end of year2022-12-31$13,435,161
Value of total assets at beginning of year2022-12-31$15,310,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,080
Total interest from all sources2022-12-31$55,303
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$650,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,053,579
Participant contributions at end of year2022-12-31$440,938
Participant contributions at beginning of year2022-12-31$439,858
Participant contributions at end of year2022-12-31$18,810
Participant contributions at beginning of year2022-12-31$15,166
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$129,574
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$922
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,876,470
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,434,239
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,310,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$12,187,834
Value of interest in pooled separate accounts at beginning of year2022-12-31$13,924,955
Interest on participant loans2022-12-31$31,860
Interest earned on other investments2022-12-31$23,443
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$780,113
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$924,750
Net investment gain/loss from pooled separate accounts2022-12-31$-2,472,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$323,034
Employer contributions (assets) at end of year2022-12-31$7,466
Employer contributions (assets) at beginning of year2022-12-31$5,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$956,207
Contract administrator fees2022-12-31$7,850
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SHAVELL & CO.
Accountancy firm EIN2022-12-31260040529
2021 : ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$3,366,660
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$805,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$796,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,351,216
Value of total assets at end of year2021-12-31$15,310,709
Value of total assets at beginning of year2021-12-31$12,749,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$9,165
Total interest from all sources2021-12-31$43,190
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$650,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$983,170
Participant contributions at end of year2021-12-31$439,858
Participant contributions at beginning of year2021-12-31$451,587
Participant contributions at end of year2021-12-31$15,166
Participant contributions at beginning of year2021-12-31$10,824
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$13,999
Administrative expenses (other) incurred2021-12-31$475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,561,476
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,310,709
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,749,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$13,924,955
Value of interest in pooled separate accounts at beginning of year2021-12-31$11,498,109
Interest on participant loans2021-12-31$20,724
Interest earned on other investments2021-12-31$22,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$924,750
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$784,805
Net investment gain/loss from pooled separate accounts2021-12-31$1,972,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$354,047
Employer contributions (assets) at end of year2021-12-31$5,980
Employer contributions (assets) at beginning of year2021-12-31$3,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$796,019
Contract administrator fees2021-12-31$8,690
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SHAVELL & CO.
Accountancy firm EIN2021-12-31260040529
2020 : ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,163,333
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$994,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$988,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,378,000
Value of total assets at end of year2020-12-31$12,749,233
Value of total assets at beginning of year2020-12-31$10,580,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,845
Total interest from all sources2020-12-31$51,412
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$650,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$930,152
Participant contributions at end of year2020-12-31$451,587
Participant contributions at beginning of year2020-12-31$556,720
Participant contributions at end of year2020-12-31$10,824
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$117,810
Administrative expenses (other) incurred2020-12-31$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,169,095
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,749,233
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,580,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$11,498,109
Value of interest in pooled separate accounts at beginning of year2020-12-31$9,264,442
Interest on participant loans2020-12-31$29,340
Interest earned on other investments2020-12-31$22,072
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$784,805
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$758,976
Net investment gain/loss from pooled separate accounts2020-12-31$1,733,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$330,038
Employer contributions (assets) at end of year2020-12-31$3,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$988,393
Contract administrator fees2020-12-31$5,720
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SHAVELL & CO.
Accountancy firm EIN2020-12-31260040529
2019 : ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,845,887
Total income from all sources (including contributions)2019-12-31$2,845,887
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$329,627
Total of all expenses incurred2019-12-31$329,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$302,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$302,105
Value of total corrective distributions2019-12-31$18,645
Value of total corrective distributions2019-12-31$18,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,043,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,043,003
Value of total assets at end of year2019-12-31$10,580,138
Value of total assets at end of year2019-12-31$10,580,138
Value of total assets at beginning of year2019-12-31$8,063,878
Value of total assets at beginning of year2019-12-31$8,063,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,877
Total interest from all sources2019-12-31$54,692
Total interest from all sources2019-12-31$54,692
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$650,000
Value of fidelity bond cover2019-12-31$650,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$756,497
Contributions received from participants2019-12-31$756,497
Participant contributions at end of year2019-12-31$556,720
Participant contributions at end of year2019-12-31$556,720
Participant contributions at beginning of year2019-12-31$399,280
Participant contributions at beginning of year2019-12-31$399,280
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$21,440
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$21,440
Administrative expenses (other) incurred2019-12-31$75
Administrative expenses (other) incurred2019-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,516,260
Value of net income/loss2019-12-31$2,516,260
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,580,138
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,580,138
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,063,878
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,063,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$8,802
Investment advisory and management fees2019-12-31$8,802
Value of interest in pooled separate accounts at end of year2019-12-31$9,264,442
Value of interest in pooled separate accounts at end of year2019-12-31$9,264,442
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,003,894
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,003,894
Interest on participant loans2019-12-31$33,410
Interest on participant loans2019-12-31$33,410
Interest earned on other investments2019-12-31$21,282
Interest earned on other investments2019-12-31$21,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$758,976
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$758,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$660,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$660,704
Net investment gain/loss from pooled separate accounts2019-12-31$1,748,192
Net investment gain/loss from pooled separate accounts2019-12-31$1,748,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$265,066
Contributions received in cash from employer2019-12-31$265,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$302,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$302,105
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HEIL AND COMPANY, P.A., C.P.A.
Accountancy firm name2019-12-31HEIL AND COMPANY, P.A., C.P.A.
Accountancy firm EIN2019-12-31200415597
Accountancy firm EIN2019-12-31200415597
2018 : ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$682,247
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$603,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$592,185
Value of total corrective distributions2018-12-31$5,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$984,621
Value of total assets at end of year2018-12-31$8,063,878
Value of total assets at beginning of year2018-12-31$7,985,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,119
Total interest from all sources2018-12-31$45,557
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$650,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$655,905
Participant contributions at end of year2018-12-31$399,280
Participant contributions at beginning of year2018-12-31$384,473
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$120,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$78,620
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,063,878
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,985,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$7,003,894
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,937,523
Income. Interest from loans (other than to participants)2018-12-31$26,108
Interest earned on other investments2018-12-31$19,449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$660,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$663,262
Net investment gain/loss from pooled separate accounts2018-12-31$-347,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$208,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$592,185
Contract administrator fees2018-12-31$6,119
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HEIL AND COMPANY, P.A., C.P.A.
Accountancy firm EIN2018-12-31200415597
2017 : ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,857,415
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$494,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$458,363
Value of total corrective distributions2017-12-31$30,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$855,763
Value of total assets at end of year2017-12-31$7,985,258
Value of total assets at beginning of year2017-12-31$6,621,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,258
Total interest from all sources2017-12-31$40,127
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$650,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$571,900
Participant contributions at end of year2017-12-31$384,473
Participant contributions at beginning of year2017-12-31$371,480
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$81,260
Administrative expenses (other) incurred2017-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,363,361
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,985,258
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,621,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$6,937,523
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,655,176
Interest on participant loans2017-12-31$21,895
Interest earned on other investments2017-12-31$18,232
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$663,262
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$595,241
Net investment gain/loss from pooled separate accounts2017-12-31$961,525
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$202,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$458,363
Contract administrator fees2017-12-31$5,183
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HEIL AND COMPANY, P.A., C.P.A.
Accountancy firm EIN2017-12-31200415597
2016 : ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,230,712
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$934,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$911,370
Value of total corrective distributions2016-12-31$17,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$836,997
Value of total assets at end of year2016-12-31$6,621,897
Value of total assets at beginning of year2016-12-31$6,325,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,023
Total interest from all sources2016-12-31$32,591
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$650,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$471,418
Participant contributions at end of year2016-12-31$371,480
Participant contributions at beginning of year2016-12-31$318,105
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$198,279
Administrative expenses (other) incurred2016-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$295,978
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,621,897
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,325,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$5,655,176
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,473,719
Interest on participant loans2016-12-31$17,244
Interest earned on other investments2016-12-31$15,347
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$595,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$534,095
Net investment gain/loss from pooled separate accounts2016-12-31$361,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$167,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$911,370
Contract administrator fees2016-12-31$5,948
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HEIL AND COMPANY, P.A., C.P.A.
Accountancy firm EIN2016-12-31200415597
2015 : ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$721,917
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,102,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,088,426
Value of total corrective distributions2015-12-31$11,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$608,593
Value of total assets at end of year2015-12-31$6,325,919
Value of total assets at beginning of year2015-12-31$6,706,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,768
Total interest from all sources2015-12-31$30,709
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$650,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$447,727
Participant contributions at end of year2015-12-31$318,105
Participant contributions at beginning of year2015-12-31$340,649
Administrative expenses (other) incurred2015-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-380,228
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,325,919
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,706,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$5,473,719
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,763,755
Interest on participant loans2015-12-31$15,467
Interest earned on other investments2015-12-31$15,242
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$534,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$601,743
Net investment gain/loss from pooled separate accounts2015-12-31$82,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$160,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,088,426
Contract administrator fees2015-12-31$1,693
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HEIL AND COMPANY, P.A., C.P.A.
Accountancy firm EIN2015-12-31200415597
2014 : ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,033,983
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$359,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$354,867
Value of total corrective distributions2014-12-31$2,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$554,585
Value of total assets at end of year2014-12-31$6,706,147
Value of total assets at beginning of year2014-12-31$6,031,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,973
Total interest from all sources2014-12-31$37,679
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$650,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$402,052
Participant contributions at end of year2014-12-31$340,649
Participant contributions at beginning of year2014-12-31$390,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$674,543
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,706,147
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,031,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$5,763,755
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,077,007
Interest on participant loans2014-12-31$20,698
Interest earned on other investments2014-12-31$16,981
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$601,743
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$564,245
Net investment gain/loss from pooled separate accounts2014-12-31$441,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$152,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$354,867
Contract administrator fees2014-12-31$1,973
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MICHAEL R WATSON CPA AND ASSOC PA
Accountancy firm EIN2014-12-31650223109
2013 : ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,461,396
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$196,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$176,968
Value of total corrective distributions2013-12-31$17,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$590,847
Value of total assets at end of year2013-12-31$6,031,604
Value of total assets at beginning of year2013-12-31$4,766,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,720
Total interest from all sources2013-12-31$31,156
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$620,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$356,849
Participant contributions at end of year2013-12-31$390,352
Participant contributions at beginning of year2013-12-31$292,360
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$111,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,265,387
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,031,604
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,766,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$5,077,007
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,133,504
Interest on participant loans2013-12-31$18,612
Interest earned on other investments2013-12-31$12,544
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$564,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$340,353
Net investment gain/loss from pooled separate accounts2013-12-31$839,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$122,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$176,968
Contract administrator fees2013-12-31$1,720
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MICHAEL R WATSON CPA AND ASSOC PA
Accountancy firm EIN2013-12-31650223109
2012 : ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$943,709
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$407,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$385,532
Value of total corrective distributions2012-12-31$20,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$430,178
Value of total assets at end of year2012-12-31$4,766,217
Value of total assets at beginning of year2012-12-31$4,229,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,521
Total interest from all sources2012-12-31$23,820
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$315,712
Participant contributions at end of year2012-12-31$292,360
Participant contributions at beginning of year2012-12-31$318,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$536,346
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,766,217
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,229,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$4,133,504
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,556,693
Interest on participant loans2012-12-31$14,022
Interest earned on other investments2012-12-31$9,798
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$340,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$355,068
Net investment gain/loss from pooled separate accounts2012-12-31$489,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$114,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$385,532
Contract administrator fees2012-12-31$1,521
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MICHAEL R. WATSON, CPA AND ASSOC,PA
Accountancy firm EIN2012-12-31650223109
2011 : ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$415,427
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$323,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$294,691
Value of total corrective distributions2011-12-31$25,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$441,586
Value of total assets at end of year2011-12-31$4,229,871
Value of total assets at beginning of year2011-12-31$4,137,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,506
Total interest from all sources2011-12-31$22,626
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$304,456
Participant contributions at end of year2011-12-31$318,110
Participant contributions at beginning of year2011-12-31$301,242
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$20,056
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$92,220
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,229,871
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,137,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$3,556,693
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,612,049
Interest on participant loans2011-12-31$14,069
Interest earned on other investments2011-12-31$8,557
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$355,068
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$224,360
Net investment gain/loss from pooled separate accounts2011-12-31$-48,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$117,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$294,691
Contract administrator fees2011-12-31$3,506
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31COATES AND ASSOCIATES
Accountancy firm EIN2011-12-31650518110
2010 : ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$863,950
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$413,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$374,887
Value of total corrective distributions2010-12-31$33,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$431,793
Value of total assets at end of year2010-12-31$4,137,651
Value of total assets at beginning of year2010-12-31$3,687,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,180
Total interest from all sources2010-12-31$20,712
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$336,287
Participant contributions at end of year2010-12-31$301,242
Participant contributions at beginning of year2010-12-31$226,288
Administrative expenses (other) incurred2010-12-31$5,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$450,255
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,137,651
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,687,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$3,612,049
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,263,389
Interest on participant loans2010-12-31$13,864
Interest earned on other investments2010-12-31$6,848
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$224,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$197,719
Net investment gain/loss from pooled separate accounts2010-12-31$411,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$95,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$374,887
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31COATES AND ASSOCIATES
Accountancy firm EIN2010-12-31650518110
2009 : ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN

2022: ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2017: ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: ADVANCED ROOFING RETIREMENT AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number305151
Policy instance 1
Insurance contract or identification number305151
Number of Individuals Covered228
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $47,398
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,438
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number305151
Policy instance 1
Insurance contract or identification number305151
Number of Individuals Covered235
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $46,796
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,078
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number305151
Policy instance 1
Insurance contract or identification number305151
Number of Individuals Covered204
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $35,804
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $20,732
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number30515
Policy instance 1
Insurance contract or identification number30515
Number of Individuals Covered197
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $30,793
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $10,469
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number30515
Policy instance 1
Insurance contract or identification number30515
Number of Individuals Covered152
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $23,877
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $8,118
Insurance broker organization code?3
Insurance broker namePAUL M. LAWLESS
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number30515
Policy instance 1
Insurance contract or identification number30515
Number of Individuals Covered123
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $25,275
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $8,593
Insurance broker organization code?3
Insurance broker namePAUL M. LAWLESS
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number30515
Policy instance 1
Insurance contract or identification number30515
Number of Individuals Covered118
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $23,826
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $8,101
Insurance broker organization code?3
Insurance broker namePAUL M. LAWLESS
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number30515
Policy instance 1
Insurance contract or identification number30515
Number of Individuals Covered107
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $19,795
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $6,730
Insurance broker organization code?3
Insurance broker namePAUL M. LAWLESS
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number30515
Policy instance 1
Insurance contract or identification number30515
Number of Individuals Covered107
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $17,800
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $6,052
Insurance broker organization code?3
Insurance broker namePAUL M. LAWLESS
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number30515
Policy instance 1
Insurance contract or identification number30515
Number of Individuals Covered102
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $21,259
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number30515
Policy instance 1
Insurance contract or identification number30515
Number of Individuals Covered107
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $20,894
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $7,104
Insurance broker organization code?3
Insurance broker namePAUL M. LAWLESS

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