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CUSTOM WINDOW SYSTEMS 401(K) PLAN 401k Plan overview

Plan NameCUSTOM WINDOW SYSTEMS 401(K) PLAN
Plan identification number 001

CUSTOM WINDOW SYSTEMS 401(K) 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.

401k Sponsoring company profile

CUSTOM WINDOW SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name:CUSTOM WINDOW SYSTEMS, INC.
Employer identification number (EIN):592677996
NAIC Classification:339900

Additional information about CUSTOM WINDOW SYSTEMS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1986-04-11
Company Identification Number: J08901
Legal Registered Office Address: 801 US HWY 1

N PALM BEACH

33408

More information about CUSTOM WINDOW SYSTEMS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CUSTOM WINDOW SYSTEMS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012021-01-01
0012019-01-01
0012018-01-01
0012017-01-01IMHABIBI AKOJIE
0012016-01-01
0012015-01-01MARY PRICE
0012014-01-01MARY PRICE
0012013-01-01MARY PRICE MARY PRICE2014-09-23
0012012-01-01EUGENE SAUER
0012011-01-01EUGENE V. SAUER
0012010-01-01EUGENE SAUER
0012009-01-01EUGENE SAUER

Plan Statistics for CUSTOM WINDOW SYSTEMS 401(K) PLAN

401k plan membership statisitcs for CUSTOM WINDOW SYSTEMS 401(K) PLAN

Measure Date Value
2021: CUSTOM WINDOW SYSTEMS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01629
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2019: CUSTOM WINDOW SYSTEMS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01706
Total number of active participants reported on line 7a of the Form 55002019-01-01537
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0131
Total of all active and inactive participants2019-01-01568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01568
Number of participants with account balances2019-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0154
2018: CUSTOM WINDOW SYSTEMS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01837
Total number of active participants reported on line 7a of the Form 55002018-01-01651
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0144
Total of all active and inactive participants2018-01-01695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01695
Number of participants with account balances2018-01-01347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01106
2017: CUSTOM WINDOW SYSTEMS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01706
Total number of active participants reported on line 7a of the Form 55002017-01-01706
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0159
Total of all active and inactive participants2017-01-01765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01765
Number of participants with account balances2017-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0185
2016: CUSTOM WINDOW SYSTEMS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01704
Total number of active participants reported on line 7a of the Form 55002016-01-01619
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0147
Total of all active and inactive participants2016-01-01666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01666
Number of participants with account balances2016-01-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0138
2015: CUSTOM WINDOW SYSTEMS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01380
Total number of active participants reported on line 7a of the Form 55002015-01-01389
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0138
Total of all active and inactive participants2015-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01427
Number of participants with account balances2015-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CUSTOM WINDOW SYSTEMS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01300
Total number of active participants reported on line 7a of the Form 55002014-01-01334
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0126
Total of all active and inactive participants2014-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01360
Number of participants with account balances2014-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CUSTOM WINDOW SYSTEMS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01273
Total number of active participants reported on line 7a of the Form 55002013-01-01264
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01284
Number of participants with account balances2013-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CUSTOM WINDOW SYSTEMS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01282
Total number of active participants reported on line 7a of the Form 55002012-01-01261
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01273
Number of participants with account balances2012-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CUSTOM WINDOW SYSTEMS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01293
Total number of active participants reported on line 7a of the Form 55002011-01-01268
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01282
Number of participants with account balances2011-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CUSTOM WINDOW SYSTEMS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01296
Total number of active participants reported on line 7a of the Form 55002010-01-01268
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0125
Total of all active and inactive participants2010-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01293
Number of participants with account balances2010-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: CUSTOM WINDOW SYSTEMS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01245
Total number of active participants reported on line 7a of the Form 55002009-01-01232
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0164
Total of all active and inactive participants2009-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01296
Number of participants with account balances2009-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on CUSTOM WINDOW SYSTEMS 401(K) PLAN

Measure Date Value
2021 : CUSTOM WINDOW SYSTEMS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-01-31$0
Total transfer of assets to this plan2021-01-31$0
Total transfer of assets from this plan2021-01-31$6,128,763
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$0
Total income from all sources (including contributions)2021-01-31$-40,592
Total loss/gain on sale of assets2021-01-31$0
Total of all expenses incurred2021-01-31$48,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-01-31$43,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-01-31$1
Value of total assets at end of year2021-01-31$0
Value of total assets at beginning of year2021-01-31$6,217,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-01-31$4,973
Total interest from all sources2021-01-31$233
Total dividends received (eg from common stock, registered investment company shares)2021-01-31$311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-01-31$311
Was this plan covered by a fidelity bond2021-01-31Yes
Value of fidelity bond cover2021-01-31$500,000
If this is an individual account plan, was there a blackout period2021-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-01-31$0
Were there any nonexempt tranactions with any party-in-interest2021-01-31No
Participant contributions at beginning of year2021-01-31$303,287
Participant contributions at beginning of year2021-01-31$9,052
Other income not declared elsewhere2021-01-31$3,613
Administrative expenses (other) incurred2021-01-31$4,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Value of net income/loss2021-01-31$-88,817
Value of net assets at end of year (total assets less liabilities)2021-01-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-01-31$6,217,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-01-31No
Were any leases to which the plan was party in default or uncollectible2021-01-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-01-31$4,265,895
Interest on participant loans2021-01-31$233
Value of interest in common/collective trusts at beginning of year2021-01-31$1,635,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-01-31$-32,560
Net investment gain or loss from common/collective trusts2021-01-31$-12,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-01-31No
Was there a failure to transmit to the plan any participant contributions2021-01-31No
Has the plan failed to provide any benefit when due under the plan2021-01-31No
Contributions received in cash from employer2021-01-31$1
Employer contributions (assets) at beginning of year2021-01-31$3,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-01-31$43,252
Did the plan have assets held for investment2021-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-01-31Yes
Opinion of an independent qualified public accountant for this plan2021-01-31Disclaimer
Accountancy firm name2021-01-31DUGGAN, JOINER & C0. ,CPA
Accountancy firm EIN2021-01-31591349759
2019 : CUSTOM WINDOW SYSTEMS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$1,887,958
Total transfer of assets from this plan2019-12-31$1,887,958
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$2,119,663
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$736,832
Total of all expenses incurred2019-12-31$736,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$700,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$700,875
Expenses. Certain deemed distributions of participant loans2019-12-31$11,816
Value of total corrective distributions2019-12-31$4,062
Value of total corrective distributions2019-12-31$4,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,036,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,036,802
Value of total assets at end of year2019-12-31$5,030,904
Value of total assets at end of year2019-12-31$5,030,904
Value of total assets at beginning of year2019-12-31$5,536,031
Value of total assets at beginning of year2019-12-31$5,536,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,079
Total interest from all sources2019-12-31$17,502
Total interest from all sources2019-12-31$17,502
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$207,976
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$207,976
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
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$207,976
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$207,976
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$500,000
Value of fidelity bond cover2019-12-31$500,000
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$570,235
Contributions received from participants2019-12-31$570,235
Participant contributions at end of year2019-12-31$212,688
Participant contributions at end of year2019-12-31$212,688
Participant contributions at beginning of year2019-12-31$238,720
Participant contributions at beginning of year2019-12-31$238,720
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$257,837
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$257,837
Other income not declared elsewhere2019-12-31$15,527
Other income not declared elsewhere2019-12-31$15,527
Administrative expenses (other) incurred2019-12-31$20,079
Administrative expenses (other) incurred2019-12-31$20,079
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$1,382,831
Value of net income/loss2019-12-31$1,382,831
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,030,904
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,030,904
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,536,031
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,536,031
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,632,176
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,632,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,280,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,280,936
Interest on participant loans2019-12-31$17,502
Interest on participant loans2019-12-31$17,502
Value of interest in common/collective trusts at end of year2019-12-31$1,186,040
Value of interest in common/collective trusts at end of year2019-12-31$1,186,040
Value of interest in common/collective trusts at beginning of year2019-12-31$1,016,375
Value of interest in common/collective trusts at beginning of year2019-12-31$1,016,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$639,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$639,821
Net investment gain or loss from common/collective trusts2019-12-31$202,035
Net investment gain or loss from common/collective trusts2019-12-31$202,035
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$208,730
Contributions received in cash from employer2019-12-31$208,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$700,875
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 name2019-12-31DUGGAN, JOINER & C0. ,CPA
Accountancy firm name2019-12-31DUGGAN, JOINER & C0. ,CPA
Accountancy firm EIN2019-12-31591349759
Accountancy firm EIN2019-12-31591349759
2018 : CUSTOM WINDOW SYSTEMS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$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$806,698
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,325,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,269,803
Expenses. Certain deemed distributions of participant loans2018-12-31$43,924
Value of total corrective distributions2018-12-31$11,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,040,147
Value of total assets at end of year2018-12-31$5,536,031
Value of total assets at beginning of year2018-12-31$6,054,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$15,038
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$320,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$320,871
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$714,620
Participant contributions at end of year2018-12-31$238,720
Participant contributions at beginning of year2018-12-31$228,219
Participant contributions at beginning of year2018-12-31$3,682
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$51,616
Other income not declared elsewhere2018-12-31$1,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-518,944
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,536,031
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,054,975
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$4,280,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,860,092
Interest on participant loans2018-12-31$15,038
Value of interest in common/collective trusts at end of year2018-12-31$1,016,375
Value of interest in common/collective trusts at beginning of year2018-12-31$961,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-541,219
Net investment gain or loss from common/collective trusts2018-12-31$-29,765
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$273,911
Employer contributions (assets) at beginning of year2018-12-31$1,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,269,803
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 name2018-12-31DUGGAN, JOINER & C0. ,CPA
Accountancy firm EIN2018-12-31591349759
2017 : CUSTOM WINDOW SYSTEMS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$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$1,738,736
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$793,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$768,239
Expenses. Certain deemed distributions of participant loans2017-12-31$4,386
Value of total corrective distributions2017-12-31$15,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$941,648
Value of total assets at end of year2017-12-31$6,054,975
Value of total assets at beginning of year2017-12-31$5,110,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,982
Total interest from all sources2017-12-31$12,616
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$186,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$186,036
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$658,388
Participant contributions at end of year2017-12-31$228,219
Participant contributions at beginning of year2017-12-31$183,544
Participant contributions at end of year2017-12-31$3,682
Participant contributions at beginning of year2017-12-31$3,550
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$17,116
Other income not declared elsewhere2017-12-31$549
Administrative expenses (other) incurred2017-12-31$5,982
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$944,749
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,054,975
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,110,226
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$4,860,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,252,424
Interest on participant loans2017-12-31$12,616
Value of interest in common/collective trusts at end of year2017-12-31$961,501
Value of interest in common/collective trusts at beginning of year2017-12-31$669,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$485,793
Net investment gain or loss from common/collective trusts2017-12-31$112,094
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$266,144
Employer contributions (assets) at end of year2017-12-31$1,481
Employer contributions (assets) at beginning of year2017-12-31$1,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$768,239
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 name2017-12-31DUGGAN, JOINER & C0. ,CPA
Accountancy firm EIN2017-12-31591349759
2016 : CUSTOM WINDOW SYSTEMS 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$1,930,503
Total transfer of assets from this plan2016-12-31$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$767,921
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$895,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$872,769
Expenses. Certain deemed distributions of participant loans2016-12-31$13,159
Value of total corrective distributions2016-12-31$6,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$540,777
Value of total assets at end of year2016-12-31$5,110,226
Value of total assets at beginning of year2016-12-31$3,307,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,600
Total interest from all sources2016-12-31$11,044
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$108,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$108,724
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$331,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$439,073
Participant contributions at end of year2016-12-31$183,544
Participant contributions at beginning of year2016-12-31$161,014
Participant contributions at end of year2016-12-31$3,550
Participant contributions at beginning of year2016-12-31$5,331
Other income not declared elsewhere2016-12-31$639
Administrative expenses (other) incurred2016-12-31$3,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-127,864
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,110,226
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,307,587
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$4,252,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,648,669
Interest on participant loans2016-12-31$11,044
Value of interest in common/collective trusts at end of year2016-12-31$669,504
Value of interest in common/collective trusts at beginning of year2016-12-31$492,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$69,245
Net investment gain or loss from common/collective trusts2016-12-31$37,492
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$101,704
Employer contributions (assets) at end of year2016-12-31$1,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$872,769
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 name2016-12-31DUGGAN, JOINER & C0. ,CPA
Accountancy firm EIN2016-12-31591349759
2015 : CUSTOM WINDOW SYSTEMS 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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$371,348
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$173,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$140,015
Expenses. Certain deemed distributions of participant loans2015-12-31$30,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$336,424
Value of total assets at end of year2015-12-31$3,307,587
Value of total assets at beginning of year2015-12-31$3,109,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,100
Total interest from all sources2015-12-31$11,842
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$158,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$158,427
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$311,000
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$333,851
Participant contributions at end of year2015-12-31$161,014
Participant contributions at beginning of year2015-12-31$218,825
Participant contributions at end of year2015-12-31$5,331
Participant contributions at beginning of year2015-12-31$4,063
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,573
Other income not declared elsewhere2015-12-31$31
Administrative expenses (other) incurred2015-12-31$2,100
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$198,331
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,307,587
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,109,256
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$2,648,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,393,372
Interest on participant loans2015-12-31$11,842
Value of interest in common/collective trusts at end of year2015-12-31$492,573
Value of interest in common/collective trusts at beginning of year2015-12-31$492,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-138,489
Net investment gain or loss from common/collective trusts2015-12-31$3,113
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$140,015
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 name2015-12-31DUGGAN, JOINER & C0. ,CPA
Accountancy firm EIN2015-12-31591349759
2014 : CUSTOM WINDOW SYSTEMS 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$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$576,026
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$910,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$896,720
Expenses. Certain deemed distributions of participant loans2014-12-31$5,874
Value of total corrective distributions2014-12-31$5,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$308,960
Value of total assets at end of year2014-12-31$3,109,256
Value of total assets at beginning of year2014-12-31$3,444,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,500
Total interest from all sources2014-12-31$12,408
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$172,720
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$172,720
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$345,000
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$211,274
Participant contributions at end of year2014-12-31$218,825
Participant contributions at beginning of year2014-12-31$258,684
Participant contributions at end of year2014-12-31$4,063
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$97,686
Other income not declared elsewhere2014-12-31$341
Administrative expenses (other) incurred2014-12-31$2,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-334,858
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,109,256
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,444,114
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$2,393,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,744,737
Interest on participant loans2014-12-31$12,408
Value of interest in common/collective trusts at end of year2014-12-31$492,996
Value of interest in common/collective trusts at beginning of year2014-12-31$440,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$44,591
Net investment gain or loss from common/collective trusts2014-12-31$37,006
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$896,720
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 name2014-12-31DUGGAN, JOINER & C0. ,CPA
Accountancy firm EIN2014-12-31591349759
2013 : CUSTOM WINDOW SYSTEMS 401(K) 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$808,918
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$536,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$521,791
Expenses. Certain deemed distributions of participant loans2013-12-31$3,879
Value of total corrective distributions2013-12-31$8,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$192,424
Value of total assets at end of year2013-12-31$3,444,114
Value of total assets at beginning of year2013-12-31$3,171,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,100
Total interest from all sources2013-12-31$14,348
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$169,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$169,705
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$318,000
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$192,424
Participant contributions at end of year2013-12-31$258,684
Participant contributions at beginning of year2013-12-31$304,542
Other income not declared elsewhere2013-12-31$785
Administrative expenses (other) incurred2013-12-31$2,100
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$272,327
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,444,114
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,171,787
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$2,744,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,350,409
Interest on participant loans2013-12-31$14,348
Value of interest in common/collective trusts at end of year2013-12-31$440,693
Value of interest in common/collective trusts at beginning of year2013-12-31$516,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$362,565
Net investment gain or loss from common/collective trusts2013-12-31$69,091
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$521,791
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 name2013-12-31DUGGAN, JOINER & C0. ,CPA
Accountancy firm EIN2013-12-31591349759
2012 : CUSTOM WINDOW SYSTEMS 401(K) 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$542,458
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$167,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$159,898
Expenses. Certain deemed distributions of participant loans2012-12-31$2,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$236,033
Value of total assets at end of year2012-12-31$3,171,787
Value of total assets at beginning of year2012-12-31$2,797,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,535
Total interest from all sources2012-12-31$14,017
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$79,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$79,221
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$280,000
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$235,716
Participant contributions at end of year2012-12-31$304,542
Participant contributions at beginning of year2012-12-31$270,049
Administrative expenses (other) incurred2012-12-31$5,535
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$374,544
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,171,787
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,797,243
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$2,350,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,060,244
Interest on participant loans2012-12-31$14,017
Value of interest in common/collective trusts at end of year2012-12-31$516,836
Value of interest in common/collective trusts at beginning of year2012-12-31$466,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$186,253
Net investment gain or loss from common/collective trusts2012-12-31$26,934
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$317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$159,898
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 name2012-12-31DUGGAN, JOINER & C0. ,CPA
Accountancy firm EIN2012-12-31591349759
2011 : CUSTOM WINDOW SYSTEMS 401(K) 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$199,486
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$315,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$282,348
Expenses. Certain deemed distributions of participant loans2011-12-31$9,878
Value of total corrective distributions2011-12-31$9,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$194,448
Value of total assets at end of year2011-12-31$2,797,243
Value of total assets at beginning of year2011-12-31$2,912,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,010
Total interest from all sources2011-12-31$14,265
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$77,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$77,890
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$292,000
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$194,448
Participant contributions at end of year2011-12-31$270,049
Participant contributions at beginning of year2011-12-31$243,777
Administrative expenses (other) incurred2011-12-31$13,010
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-115,739
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,797,243
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,912,982
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$2,060,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,230,483
Interest on participant loans2011-12-31$14,265
Value of interest in common/collective trusts at end of year2011-12-31$466,950
Value of interest in common/collective trusts at beginning of year2011-12-31$438,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-92,599
Net investment gain or loss from common/collective trusts2011-12-31$5,482
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$282,348
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 name2011-12-31DUGGAN, JOINER & C0. ,CPA
Accountancy firm EIN2011-12-31591349759
2010 : CUSTOM WINDOW SYSTEMS 401(K) 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$486,631
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$306,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$276,196
Expenses. Certain deemed distributions of participant loans2010-12-31$15,462
Value of total corrective distributions2010-12-31$1,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$234,654
Value of total assets at end of year2010-12-31$2,912,982
Value of total assets at beginning of year2010-12-31$2,732,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,267
Total interest from all sources2010-12-31$17,106
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$52,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$52,761
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$274,000
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$234,654
Participant contributions at end of year2010-12-31$243,777
Participant contributions at beginning of year2010-12-31$283,898
Other income not declared elsewhere2010-12-31$330
Administrative expenses (other) incurred2010-12-31$13,267
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$180,301
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,912,982
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,732,681
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$2,230,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,988,603
Interest on participant loans2010-12-31$17,106
Value of interest in common/collective trusts at end of year2010-12-31$438,722
Value of interest in common/collective trusts at beginning of year2010-12-31$460,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$159,061
Net investment gain or loss from common/collective trusts2010-12-31$22,719
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$276,196
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 name2010-12-31DUGGAN, JOINER & C0. ,CPA
Accountancy firm EIN2010-12-31591349759
2009 : CUSTOM WINDOW SYSTEMS 401(K) 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 CUSTOM WINDOW SYSTEMS 401(K) PLAN

2021: CUSTOM WINDOW SYSTEMS 401(K) 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 filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2019: CUSTOM WINDOW SYSTEMS 401(K) 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CUSTOM WINDOW SYSTEMS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CUSTOM WINDOW SYSTEMS 401(K) 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 funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CUSTOM WINDOW SYSTEMS 401(K) 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CUSTOM WINDOW SYSTEMS 401(K) 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CUSTOM WINDOW SYSTEMS 401(K) 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CUSTOM WINDOW SYSTEMS 401(K) 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CUSTOM WINDOW SYSTEMS 401(K) 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CUSTOM WINDOW SYSTEMS 401(K) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CUSTOM WINDOW SYSTEMS 401(K) 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CUSTOM WINDOW SYSTEMS 401(K) 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number903720
Policy instance 1
Insurance contract or identification number903720
Number of Individuals Covered778
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $11,333
Total amount of fees paid to insurance companyUSD $133,073
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $11,134
Amount paid for insurance broker fees133052
Additional information about fees paid to insurance brokerSERVICE FEE AGREEMENT
Insurance broker organization code?3
Insurance broker nameINSURANCE OFFICE OF RAYMOND

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