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THE PLATEAU CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan NameTHE PLATEAU CAPITAL ACCUMULATION PLAN
Plan identification number 002

THE PLATEAU CAPITAL ACCUMULATION 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

THE PLATEAU GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE PLATEAU GROUP, INC.
Employer identification number (EIN):621103416
NAIC Classification:524290

Additional information about THE PLATEAU GROUP, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2013-10-29
Company Identification Number: 603345187
Legal Registered Office Address: 711 CAPITOL WAY S STE 204

OLYMPIA
United States of America (USA)
985011267

More information about THE PLATEAU GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PLATEAU CAPITAL ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01D. MICHAEL GRAHAM2023-10-11
0022021-01-01D. MICHAEL GRAHAM2022-10-09
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01D. MICHAEL GRAHAM
0022016-01-01D. MICHAEL GRAHAM
0022015-01-01D. MICHAEL GRAHAM W. MICHAEL RAMSEY2016-07-21
0022014-01-01D. MICHAEL GRAHAM W. MICHAEL RAMSEY2015-07-17
0022013-01-01D. MICHAEL GRAHAM W. MICHAEL RAMSEY2014-10-02
0022012-01-01D. MICHAEL GRAHAM W. MICHAEL RAMSEY2013-06-19
0022011-01-01D. MICHAEL GRAHAM W. MICHAEL RAMSEY2012-07-02
0022010-01-01D. MICHAEL GRAHAM W. MICHAEL RAMSEY2011-06-21
0022009-01-01D. MICHAEL GRAHAM W. MICHAEL RAMSEY2010-10-07
0022009-01-01D. MICHAEL GRAHAM W. MICHAEL RAMSEY2010-10-07
0022009-01-01MICHAEL GRAHAM W. MICHAEL RAMSEY2010-10-07
0022009-01-01D. MICHAEL GRAHAM W. MICHAEL RAMSEY2010-10-07

Plan Statistics for THE PLATEAU CAPITAL ACCUMULATION PLAN

401k plan membership statisitcs for THE PLATEAU CAPITAL ACCUMULATION PLAN

Measure Date Value
2022: THE PLATEAU CAPITAL ACCUMULATION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01117
Total number of active participants reported on line 7a of the Form 55002022-01-0184
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0122
Total of all active and inactive participants2022-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01109
Number of participants with account balances2022-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE PLATEAU CAPITAL ACCUMULATION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01117
Total number of active participants reported on line 7a of the Form 55002021-01-0192
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-0119
Total of all active and inactive participants2021-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01117
Number of participants with account balances2021-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE PLATEAU CAPITAL ACCUMULATION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01121
Total number of active participants reported on line 7a of the Form 55002020-01-0197
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01116
Number of participants with account balances2020-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE PLATEAU CAPITAL ACCUMULATION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01126
Total number of active participants reported on line 7a of the Form 55002019-01-01103
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0112
Total of all active and inactive participants2019-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01120
Number of participants with account balances2019-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE PLATEAU CAPITAL ACCUMULATION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01125
Total number of active participants reported on line 7a of the Form 55002018-01-01115
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01124
Number of participants with account balances2018-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE PLATEAU CAPITAL ACCUMULATION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01117
Total number of active participants reported on line 7a of the Form 55002017-01-01119
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-015
Total of all active and inactive participants2017-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01126
Number of participants with account balances2017-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE PLATEAU CAPITAL ACCUMULATION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0198
Total number of active participants reported on line 7a of the Form 55002016-01-01112
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01113
Number of participants with account balances2016-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE PLATEAU CAPITAL ACCUMULATION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01115
Total number of active participants reported on line 7a of the Form 55002015-01-0196
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01114
Number of participants with account balances2015-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE PLATEAU CAPITAL ACCUMULATION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01113
Total number of active participants reported on line 7a of the Form 55002014-01-0199
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01115
Number of participants with account balances2014-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE PLATEAU CAPITAL ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0192
Total number of active participants reported on line 7a of the Form 55002013-01-01100
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01113
Number of participants with account balances2013-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE PLATEAU CAPITAL ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0179
Total number of active participants reported on line 7a of the Form 55002012-01-0178
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0192
Number of participants with account balances2012-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE PLATEAU CAPITAL ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0175
Total number of active participants reported on line 7a of the Form 55002011-01-0164
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0177
Number of participants with account balances2011-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE PLATEAU CAPITAL ACCUMULATION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0173
Total number of active participants reported on line 7a of the Form 55002010-01-0161
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0112
Total of all active and inactive participants2010-01-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0174
Number of participants with account balances2010-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE PLATEAU CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0172
Total number of active participants reported on line 7a of the Form 55002009-01-0160
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0173
Number of participants with account balances2009-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE PLATEAU CAPITAL ACCUMULATION PLAN

Measure Date Value
2022 : THE PLATEAU CAPITAL ACCUMULATION 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,923,552
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,060,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,052,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$711,879
Value of total assets at end of year2022-12-31$15,155,214
Value of total assets at beginning of year2022-12-31$25,139,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,175
Total interest from all sources2022-12-31$7,720
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
Assets. Real estate other than employer real property at end of year2022-12-31$14,500
Assets. Real estate other than employer real property at beginning of year2022-12-31$14,500
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$463,169
Participant contributions at end of year2022-12-31$145,384
Participant contributions at beginning of year2022-12-31$215,715
Total non interest bearing cash at end of year2022-12-31$21,079
Total non interest bearing cash at beginning of year2022-12-31$8,721
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,983,895
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,155,214
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$25,139,109
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
Investment advisory and management fees2022-12-31$8,175
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,792,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,161,085
Value of interest in pooled separate accounts at end of year2022-12-31$9,787,698
Value of interest in pooled separate accounts at beginning of year2022-12-31$19,206,114
Interest on participant loans2022-12-31$7,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,393,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,532,974
Net investment gain/loss from pooled separate accounts2022-12-31$-3,643,151
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$248,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,052,168
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 name2022-12-31HENDERSON HUTCHERSON & MCCULLOUGH
Accountancy firm EIN2022-12-31621114363
2021 : THE PLATEAU CAPITAL ACCUMULATION 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$7,580,994
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,756,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,756,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$734,525
Value of total assets at end of year2021-12-31$25,139,109
Value of total assets at beginning of year2021-12-31$22,314,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$8,499
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
Assets. Real estate other than employer real property at end of year2021-12-31$14,500
Assets. Real estate other than employer real property at beginning of year2021-12-31$14,500
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$474,859
Participant contributions at end of year2021-12-31$215,715
Participant contributions at beginning of year2021-12-31$181,514
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,564
Total non interest bearing cash at end of year2021-12-31$8,721
Total non interest bearing cash at beginning of year2021-12-31$20,646
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$2,824,626
Value of net assets at end of year (total assets less liabilities)2021-12-31$25,139,109
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,314,483
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$3,161,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,480,160
Value of interest in pooled separate accounts at end of year2021-12-31$19,206,114
Value of interest in pooled separate accounts at beginning of year2021-12-31$9,386,456
Interest on participant loans2021-12-31$8,499
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,532,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$407,945
Net investment gain/loss from pooled separate accounts2021-12-31$6,837,970
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at beginning of year2021-12-31$10,114,618
Contributions received in cash from employer2021-12-31$258,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,756,368
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$708,644
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 name2021-12-31HENDERSON HUTCHERSON & MCCULLOUGH
Accountancy firm EIN2021-12-31621114363
2020 : THE PLATEAU CAPITAL ACCUMULATION 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$4,348,227
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$638,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$638,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$927,845
Value of total assets at end of year2020-12-31$22,314,483
Value of total assets at beginning of year2020-12-31$18,605,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$9,106
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
Assets. Real estate other than employer real property at end of year2020-12-31$14,500
Assets. Real estate other than employer real property at beginning of year2020-12-31$14,500
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$519,023
Participant contributions at end of year2020-12-31$181,514
Participant contributions at beginning of year2020-12-31$208,085
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$122,164
Total non interest bearing cash at end of year2020-12-31$20,646
Total non interest bearing cash at beginning of year2020-12-31$4,508
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$3,709,314
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,314,483
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,605,169
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$1,480,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,518,353
Value of interest in pooled separate accounts at end of year2020-12-31$9,386,456
Value of interest in pooled separate accounts at beginning of year2020-12-31$7,770,491
Interest on participant loans2020-12-31$9,106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$407,945
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$96,689
Net investment gain/loss from pooled separate accounts2020-12-31$3,411,276
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$10,114,618
Assets. Invements in employer securities at beginning of year2020-12-31$8,246,331
Contributions received in cash from employer2020-12-31$286,658
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$638,913
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$708,644
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$746,212
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31HENDERSON HUTCHERSON & MCCULLOUGH
Accountancy firm EIN2020-12-31621114363
2019 : THE PLATEAU CAPITAL ACCUMULATION 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$3,392,858
Total income from all sources (including contributions)2019-12-31$3,392,858
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$406,321
Total of all expenses incurred2019-12-31$406,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$396,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$396,163
Value of total corrective distributions2019-12-31$5,408
Value of total corrective distributions2019-12-31$5,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$763,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$763,131
Value of total assets at end of year2019-12-31$18,606,361
Value of total assets at end of year2019-12-31$18,606,361
Value of total assets at beginning of year2019-12-31$15,619,824
Value of total assets at beginning of year2019-12-31$15,619,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,750
Total interest from all sources2019-12-31$14,197
Total interest from all sources2019-12-31$14,197
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
Assets. Real estate other than employer real property at end of year2019-12-31$14,500
Assets. Real estate other than employer real property at end of year2019-12-31$14,500
Assets. Real estate other than employer real property at beginning of year2019-12-31$14,500
Assets. Real estate other than employer real property at beginning of year2019-12-31$14,500
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$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
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
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$490,910
Contributions received from participants2019-12-31$490,910
Participant contributions at end of year2019-12-31$208,085
Participant contributions at end of year2019-12-31$208,085
Participant contributions at beginning of year2019-12-31$218,635
Participant contributions at beginning of year2019-12-31$218,635
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$21,971
Participant contributions at beginning of year2019-12-31$21,971
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Administrative expenses (other) incurred2019-12-31$4,750
Administrative expenses (other) incurred2019-12-31$4,750
Total non interest bearing cash at end of year2019-12-31$4,508
Total non interest bearing cash at end of year2019-12-31$4,508
Total non interest bearing cash at beginning of year2019-12-31$231,439
Total non interest bearing cash at beginning of year2019-12-31$231,439
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
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$2,986,537
Value of net income/loss2019-12-31$2,986,537
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,606,361
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,606,361
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,619,824
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,619,824
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$2,264,594
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,264,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,803,011
Value of interest in pooled separate accounts at end of year2019-12-31$7,771,684
Value of interest in pooled separate accounts at end of year2019-12-31$7,771,684
Interest on participant loans2019-12-31$14,197
Interest on participant loans2019-12-31$14,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$96,659
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$96,659
Net investment gain/loss from pooled separate accounts2019-12-31$2,615,530
Net investment gain/loss from pooled separate accounts2019-12-31$2,615,530
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
Has the plan failed to provide any benefit when due under the plan2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31Yes
Assets. Invements in employer securities at end of year2019-12-31$8,246,331
Assets. Invements in employer securities at beginning of year2019-12-31$7,319,877
Contributions received in cash from employer2019-12-31$272,221
Contributions received in cash from employer2019-12-31$272,221
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$10,391
Employer contributions (assets) at beginning of year2019-12-31$10,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$396,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$396,163
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$8,246,331
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$8,246,331
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$7,319,877
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$7,319,877
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 name2019-12-31HENDERSON, HUTCHERSON & MCCULLOUGH
Accountancy firm name2019-12-31HENDERSON, HUTCHERSON & MCCULLOUGH
Accountancy firm EIN2019-12-31621114363
Accountancy firm EIN2019-12-31621114363
2018 : THE PLATEAU CAPITAL ACCUMULATION 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$608,298
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$279,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$279,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$790,962
Value of total assets at end of year2018-12-31$15,619,824
Value of total assets at beginning of year2018-12-31$15,291,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$4,667
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
Assets. Real estate other than employer real property at end of year2018-12-31$14,500
Assets. Real estate other than employer real property at beginning of year2018-12-31$7,989
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$490,042
Participant contributions at end of year2018-12-31$218,635
Participant contributions at beginning of year2018-12-31$249,073
Participant contributions at end of year2018-12-31$21,971
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$30,798
Total non interest bearing cash at end of year2018-12-31$231,439
Total non interest bearing cash at beginning of year2018-12-31$97,897
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$328,394
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,619,824
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,291,430
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$7,803,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,982,934
Interest on participant loans2018-12-31$4,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-187,331
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
Assets. Invements in employer securities at end of year2018-12-31$7,319,877
Assets. Invements in employer securities at beginning of year2018-12-31$6,953,537
Contributions received in cash from employer2018-12-31$270,122
Employer contributions (assets) at end of year2018-12-31$10,391
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$279,904
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$7,319,877
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$6,953,537
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 name2018-12-31HENDERSON, HUTCHERSON & MCCULLOUGH
Accountancy firm EIN2018-12-31621114363
2017 : THE PLATEAU CAPITAL ACCUMULATION PLAN 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$2,289,513
Expenses. Total of all expenses incurred2017-12-31$836,790
Benefits paid (including direct rollovers)2017-12-31$824,183
Total plan assets at end of year2017-12-31$15,291,430
Total plan assets at beginning of year2017-12-31$13,838,707
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$494,091
Contributions received from other sources (not participants or employers)2017-12-31$19,926
Other income received2017-12-31$1,510,891
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,452,723
Net plan assets at end of year (total assets less liabilities)2017-12-31$15,291,430
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$13,838,707
Assets. Value of participant loans2017-12-31$249,073
Assets. Value of real-estate (other than employer real property)2017-12-31$7,988
Assets. Value of employer securities2017-12-31$7,924,169
Total contributions received or receivable from employer(s)2017-12-31$264,605
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$12,607
2016 : THE PLATEAU CAPITAL ACCUMULATION PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,731,893
Expenses. Total of all expenses incurred2016-12-31$268,896
Benefits paid (including direct rollovers)2016-12-31$255,925
Total plan assets at end of year2016-12-31$13,838,707
Total plan assets at beginning of year2016-12-31$12,375,710
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$413,073
Expenses. Other expenses not covered elsewhere2016-12-31$12,971
Contributions received from other sources (not participants or employers)2016-12-31$2,229
Other income received2016-12-31$1,076,165
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$1,462,997
Net plan assets at end of year (total assets less liabilities)2016-12-31$13,838,707
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$12,375,710
Assets. Value of participant loans2016-12-31$299,195
Assets. Value of real-estate (other than employer real property)2016-12-31$7,989
Assets. Value of employer securities2016-12-31$6,306,085
Total contributions received or receivable from employer(s)2016-12-31$240,426
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : THE PLATEAU CAPITAL ACCUMULATION PLAN 2015 401k financial data
Total income from all sources2015-12-31$1,179,559
Expenses. Total of all expenses incurred2015-12-31$733,240
Benefits paid (including direct rollovers)2015-12-31$721,736
Total plan assets at end of year2015-12-31$12,375,710
Total plan assets at beginning of year2015-12-31$11,929,391
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$389,028
Contributions received from other sources (not participants or employers)2015-12-31$1,381
Other income received2015-12-31$558,130
Net income (gross income less expenses)2015-12-31$446,319
Net plan assets at end of year (total assets less liabilities)2015-12-31$12,375,710
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$11,929,391
Assets. Value of participant loans2015-12-31$316,877
Assets. Value of real-estate (other than employer real property)2015-12-31$7,987
Assets. Value of employer securities2015-12-31$5,427,498
Total contributions received or receivable from employer(s)2015-12-31$231,020
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$11,504
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : THE PLATEAU CAPITAL ACCUMULATION PLAN 2014 401k financial data
Total income from all sources2014-12-31$1,601,285
Expenses. Total of all expenses incurred2014-12-31$1,115,884
Benefits paid (including direct rollovers)2014-12-31$1,106,089
Total plan assets at end of year2014-12-31$11,929,391
Total plan assets at beginning of year2014-12-31$11,443,990
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$395,419
Contributions received from other sources (not participants or employers)2014-12-31$24,323
Other income received2014-12-31$943,921
Net income (gross income less expenses)2014-12-31$485,401
Net plan assets at end of year (total assets less liabilities)2014-12-31$11,929,391
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$11,443,990
Assets. Value of participant loans2014-12-31$324,266
Assets. Value of real-estate (other than employer real property)2014-12-31$7,989
Assets. Value of employer securities2014-12-31$5,036,940
Total contributions received or receivable from employer(s)2014-12-31$237,622
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$9,795
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : THE PLATEAU CAPITAL ACCUMULATION PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,977,386
Expenses. Total of all expenses incurred2013-12-31$738,430
Benefits paid (including direct rollovers)2013-12-31$731,078
Total plan assets at end of year2013-12-31$11,443,990
Total plan assets at beginning of year2013-12-31$10,205,034
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$404,110
Contributions received from other sources (not participants or employers)2013-12-31$413,144
Other income received2013-12-31$928,366
Net income (gross income less expenses)2013-12-31$1,238,956
Net plan assets at end of year (total assets less liabilities)2013-12-31$11,443,990
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$10,205,034
Assets. Value of participant loans2013-12-31$246,641
Assets. Value of real-estate (other than employer real property)2013-12-31$7,989
Assets. Value of employer securities2013-12-31$4,579,136
Total contributions received or receivable from employer(s)2013-12-31$231,766
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$7,352
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : THE PLATEAU CAPITAL ACCUMULATION PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,175,148
Expenses. Total of all expenses incurred2012-12-31$194,746
Benefits paid (including direct rollovers)2012-12-31$188,484
Total plan assets at end of year2012-12-31$10,205,034
Total plan assets at beginning of year2012-12-31$9,224,632
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$326,286
Other income received2012-12-31$673,088
Net income (gross income less expenses)2012-12-31$980,402
Net plan assets at end of year (total assets less liabilities)2012-12-31$10,205,034
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$9,224,632
Assets. Value of participant loans2012-12-31$281,402
Assets. Value of real-estate (other than employer real property)2012-12-31$7,989
Assets. Value of employer securities2012-12-31$4,114,098
Total contributions received or receivable from employer(s)2012-12-31$175,774
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$6,262
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : THE PLATEAU CAPITAL ACCUMULATION PLAN 2011 401k financial data
Total income from all sources2011-12-31$484,761
Expenses. Total of all expenses incurred2011-12-31$86,786
Benefits paid (including direct rollovers)2011-12-31$86,396
Total plan assets at end of year2011-12-31$9,224,632
Total plan assets at beginning of year2011-12-31$8,826,657
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$273,186
Assets. Value of loans (other than to participants)2011-12-31$44,165
Other income received2011-12-31$70,692
Net income (gross income less expenses)2011-12-31$397,975
Net plan assets at end of year (total assets less liabilities)2011-12-31$9,224,632
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$8,826,657
Assets. Value of participant loans2011-12-31$274,432
Assets. Value of real-estate (other than employer real property)2011-12-31$7,989
Assets. Value of employer securities2011-12-31$3,676,757
Total contributions received or receivable from employer(s)2011-12-31$140,883
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$390
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : THE PLATEAU CAPITAL ACCUMULATION PLAN 2010 401k financial data
Total income from all sources2010-12-31$702,545
Expenses. Total of all expenses incurred2010-12-31$476,439
Benefits paid (including direct rollovers)2010-12-31$476,439
Total plan assets at end of year2010-12-31$8,826,657
Total plan assets at beginning of year2010-12-31$8,600,551
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$246,517
Assets. Value of loans (other than to participants)2010-12-31$84,165
Other income received2010-12-31$326,472
Net income (gross income less expenses)2010-12-31$226,106
Net plan assets at end of year (total assets less liabilities)2010-12-31$8,826,657
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$8,600,551
Assets. Value of participant loans2010-12-31$271,962
Assets. Value of real-estate (other than employer real property)2010-12-31$7,989
Assets. Value of employer securities2010-12-31$3,406,167
Total contributions received or receivable from employer(s)2010-12-31$129,556

Form 5500 Responses for THE PLATEAU CAPITAL ACCUMULATION PLAN

2022: THE PLATEAU CAPITAL ACCUMULATION 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 funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE PLATEAU CAPITAL ACCUMULATION 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 funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE PLATEAU CAPITAL ACCUMULATION 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 funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE PLATEAU CAPITAL ACCUMULATION 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 funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE PLATEAU CAPITAL ACCUMULATION 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE PLATEAU CAPITAL ACCUMULATION 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE PLATEAU CAPITAL ACCUMULATION 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: THE PLATEAU CAPITAL ACCUMULATION 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: THE PLATEAU CAPITAL ACCUMULATION 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: THE PLATEAU CAPITAL ACCUMULATION 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: THE PLATEAU CAPITAL ACCUMULATION 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: THE PLATEAU CAPITAL ACCUMULATION 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: THE PLATEAU CAPITAL ACCUMULATION 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: THE PLATEAU CAPITAL ACCUMULATION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81B535
Policy instance 1
Insurance contract or identification number81B535
Number of Individuals Covered100
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $71,758
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $71,758
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81B535
Policy instance 1
Insurance contract or identification number81B535
Number of Individuals Covered115
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $51,498
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $51,498
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81B535
Policy instance 1
Insurance contract or identification number81B535
Number of Individuals Covered114
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $40,685
Total amount of fees paid to insurance companyUSD $7,092
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?Yes
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 $40,685
Insurance broker organization code?3
Amount paid for insurance broker fees7092
Additional information about fees paid to insurance brokerFEES
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number501144-01
Policy instance 1
Insurance contract or identification number501144-01
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81B535
Policy instance 2
Insurance contract or identification number81B535
Number of Individuals Covered118
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $33,762
Total amount of fees paid to insurance companyUSD $19,775
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?Yes
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 $33,762
Insurance broker organization code?3
Amount paid for insurance broker fees19775
Additional information about fees paid to insurance brokerFEES
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number501144-01
Policy instance 1
Insurance contract or identification number501144-01
Number of Individuals Covered61
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,964
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $1,688
Insurance broker organization code?3

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