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FOX BUILDING SUPPLY, INC. 401(K) PLAN 401k Plan overview

Plan NameFOX BUILDING SUPPLY, INC. 401(K) PLAN
Plan identification number 001

FOX BUILDING SUPPLY, INC. 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FOX BUILDING SUPPLY, INC. has sponsored the creation of one or more 401k plans.

Company Name:FOX BUILDING SUPPLY, INC.
Employer identification number (EIN):731095804
NAIC Classification:423300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOX BUILDING SUPPLY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JIM FOX
0012016-01-01JIM FOX
0012015-01-01JIM FOX
0012014-01-01JIM FOX
0012013-01-01JIM FOX
0012012-01-01JIM FOX
0012011-01-01JIM FOX
0012009-01-01JIM FOX

Plan Statistics for FOX BUILDING SUPPLY, INC. 401(K) PLAN

401k plan membership statisitcs for FOX BUILDING SUPPLY, INC. 401(K) PLAN

Measure Date Value
2022: FOX BUILDING SUPPLY, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01116
Total number of active participants reported on line 7a of the Form 55002022-01-0144
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0133
Total of all active and inactive participants2022-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0179
Number of participants with account balances2022-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: FOX BUILDING SUPPLY, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01201
Total number of active participants reported on line 7a of the Form 55002021-01-0138
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-0163
Total of all active and inactive participants2021-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01110
Number of participants with account balances2021-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: FOX BUILDING SUPPLY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01233
Total number of active participants reported on line 7a of the Form 55002020-01-01229
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-014
Total of all active and inactive participants2020-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01234
Number of participants with account balances2020-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: FOX BUILDING SUPPLY, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01188
Total number of active participants reported on line 7a of the Form 55002019-01-01155
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0129
Total of all active and inactive participants2019-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01185
Number of participants with account balances2019-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: FOX BUILDING SUPPLY, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01180
Total number of active participants reported on line 7a of the Form 55002018-01-01144
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0124
Total of all active and inactive participants2018-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01169
Number of participants with account balances2018-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: FOX BUILDING SUPPLY, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01182
Total number of active participants reported on line 7a of the Form 55002017-01-01151
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0120
Total of all active and inactive participants2017-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01172
Number of participants with account balances2017-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: FOX BUILDING SUPPLY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01181
Total number of active participants reported on line 7a of the Form 55002016-01-01148
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0125
Total of all active and inactive participants2016-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01173
Number of participants with account balances2016-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: FOX BUILDING SUPPLY, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01186
Total number of active participants reported on line 7a of the Form 55002015-01-01136
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01163
Number of participants with account balances2015-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: FOX BUILDING SUPPLY, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01183
Total number of active participants reported on line 7a of the Form 55002014-01-01162
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0120
Total of all active and inactive participants2014-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01184
Number of participants with account balances2014-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: FOX BUILDING SUPPLY, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01189
Total number of active participants reported on line 7a of the Form 55002013-01-01152
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01169
Number of participants with account balances2013-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: FOX BUILDING SUPPLY, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01168
Total number of active participants reported on line 7a of the Form 55002012-01-01162
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01180
Number of participants with account balances2012-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FOX BUILDING SUPPLY, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01162
Total number of active participants reported on line 7a of the Form 55002011-01-01122
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0119
Total of all active and inactive participants2011-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01141
Number of participants with account balances2011-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2009: FOX BUILDING SUPPLY, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01166
Total number of active participants reported on line 7a of the Form 55002009-01-01140
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01151
Number of participants with account balances2009-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on FOX BUILDING SUPPLY, INC. 401(K) PLAN

Measure Date Value
2022 : FOX BUILDING SUPPLY, INC. 401(K) PLAN 2022 401k financial data
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$6,598
Total income from all sources (including contributions)2022-12-31$-352,910
Total of all expenses incurred2022-12-31$3,112,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,108,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$77,387
Value of total assets at end of year2022-12-31$2,338,428
Value of total assets at beginning of year2022-12-31$5,810,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,003
Total interest from all sources2022-12-31$4,492
Administrative expenses professional fees incurred2022-12-31$3,200
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$250,000
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$62,242
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$16
Total non interest bearing cash at beginning of year2022-12-31$7,834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,465,743
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,338,428
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,804,171
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$0
Value of interest in pooled separate accounts at end of year2022-12-31$1,748,322
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,227,996
Interest earned on other investments2022-12-31$4,492
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$590,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$574,939
Net investment gain/loss from pooled separate accounts2022-12-31$-434,789
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$15,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,108,830
Contract administrator fees2022-12-31$803
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$6,598
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
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS LLP
Accountancy firm EIN2022-12-31440160260
2021 : FOX BUILDING SUPPLY, INC. 401(K) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,598
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,914
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$875,433
Total of all expenses incurred2021-12-31$262,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$257,401
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$409,860
Value of total assets at end of year2021-12-31$5,810,769
Value of total assets at beginning of year2021-12-31$5,198,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,143
Total interest from all sources2021-12-31$4,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$4,368
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$327,187
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,448
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$0
Liabilities. Value of operating payables at end of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$7,834
Total non interest bearing cash at beginning of year2021-12-31$4,516
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
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$612,889
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,804,171
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,191,282
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
Investment advisory and management fees2021-12-31$0
Value of interest in pooled separate accounts at end of year2021-12-31$5,227,996
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,641,015
Interest on participant loans2021-12-31$0
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$4,486
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$574,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$552,665
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$461,087
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
Contributions received in cash from employer2021-12-31$80,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$257,401
Contract administrator fees2021-12-31$775
Liabilities. Value of benefit claims payable at end of year2021-12-31$6,598
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$6,914
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
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31FORVIS LLP
Accountancy firm EIN2021-12-31440160260
2020 : FOX BUILDING SUPPLY, INC. 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,914
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$12,029
Total income from all sources (including contributions)2020-12-31$1,014,414
Total of all expenses incurred2020-12-31$9,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$382,003
Value of total assets at end of year2020-12-31$5,198,196
Value of total assets at beginning of year2020-12-31$4,198,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$415
Total interest from all sources2020-12-31$4,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$300
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$296,545
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$11,474
Administrative expenses (other) incurred2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$4,516
Total non interest bearing cash at beginning of year2020-12-31$1,786
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$1,004,434
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,191,282
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,186,848
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
Investment advisory and management fees2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$4,641,015
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,703,263
Interest earned on other investments2020-12-31$4,801
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$552,665
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$493,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$627,610
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
Contributions received in cash from employer2020-12-31$73,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,565
Contract administrator fees2020-12-31$115
Liabilities. Value of benefit claims payable at end of year2020-12-31$6,914
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$12,029
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BKD LLP
Accountancy firm EIN2020-12-31440160260
2019 : FOX BUILDING SUPPLY, INC. 401(K) PLAN 2019 401k financial data
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$12,029
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$11,924
Total income from all sources (including contributions)2019-12-31$870,519
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$71,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$58,262
Value of total corrective distributions2019-12-31$11,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$313,142
Value of total assets at end of year2019-12-31$4,198,877
Value of total assets at beginning of year2019-12-31$3,399,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,258
Total interest from all sources2019-12-31$4,967
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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
Contributions received from participants2019-12-31$257,570
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Administrative expenses (other) incurred2019-12-31$1,258
Total non interest bearing cash at end of year2019-12-31$1,786
Total non interest bearing cash at beginning of year2019-12-31$871
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
Value of net income/loss2019-12-31$799,075
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,186,848
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,387,773
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$3,703,263
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,974,704
Interest earned on other investments2019-12-31$4,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$493,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$424,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$552,410
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 plan2019-12-31No
Contributions received in cash from employer2019-12-31$55,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$58,262
Contract administrator fees2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$12,029
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$11,924
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD LLP
Accountancy firm EIN2019-12-31440160260
2018 : FOX BUILDING SUPPLY, INC. 401(K) 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$11,924
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$41,100
Total income from all sources (including contributions)2018-12-31$58,476
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$261,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$219,276
Value of total corrective distributions2018-12-31$41,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$287,144
Value of total assets at end of year2018-12-31$3,399,697
Value of total assets at beginning of year2018-12-31$3,632,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,360
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,971
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$4,971
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
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$233,366
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Administrative expenses (other) incurred2018-12-31$1,360
Total non interest bearing cash at end of year2018-12-31$871
Total non interest bearing cash at beginning of year2018-12-31$767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-203,260
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,387,773
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,591,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$2,974,704
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,172,635
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$424,122
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$458,731
Net gain/loss from 103.12 investment entities2018-12-31$-233,639
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$53,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$219,276
Liabilities. Value of benefit claims payable at end of year2018-12-31$11,924
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$41,100
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 name2018-12-31BKD LLP
Accountancy firm EIN2018-12-31440160260
2017 : FOX BUILDING SUPPLY, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$41,100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$26,729
Total income from all sources (including contributions)2017-12-31$559,980
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$39,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$37,438
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$245,377
Value of total assets at end of year2017-12-31$3,632,133
Value of total assets at beginning of year2017-12-31$3,097,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,177
Total interest from all sources2017-12-31$7,072
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$202,715
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Administrative expenses (other) incurred2017-12-31$2,177
Total non interest bearing cash at end of year2017-12-31$767
Total non interest bearing cash at beginning of year2017-12-31$1,151
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$520,365
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,591,033
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,070,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$3,172,635
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,680,737
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$7,072
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$458,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$415,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$307,531
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$42,662
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$37,438
Liabilities. Value of benefit claims payable at end of year2017-12-31$41,100
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$26,729
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 name2017-12-31BKD LLP
Accountancy firm EIN2017-12-31440160260
2016 : FOX BUILDING SUPPLY, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$26,729
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$48,290
Total income from all sources (including contributions)2016-12-31$452,502
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$184,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$149,370
Value of total corrective distributions2016-12-31$26,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$278,465
Value of total assets at end of year2016-12-31$3,097,397
Value of total assets at beginning of year2016-12-31$2,851,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,635
Total interest from all sources2016-12-31$6,641
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$50,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$222,807
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$71
Administrative expenses (other) incurred2016-12-31$8,635
Total non interest bearing cash at end of year2016-12-31$1,151
Total non interest bearing cash at beginning of year2016-12-31$8,581
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$267,739
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,070,668
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,802,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$2,680,737
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,458,984
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$6,641
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$415,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$383,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$167,396
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$55,658
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$149,370
Liabilities. Value of benefit claims payable at end of year2016-12-31$26,729
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$48,290
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 name2016-12-31BKD LLP
Accountancy firm EIN2016-12-31440160260
2015 : FOX BUILDING SUPPLY, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$48,290
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$47,456
Total income from all sources (including contributions)2015-12-31$230,073
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$190,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$137,723
Value of total corrective distributions2015-12-31$48,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$287,043
Value of total assets at end of year2015-12-31$2,851,219
Value of total assets at beginning of year2015-12-31$2,810,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,239
Total interest from all sources2015-12-31$6,255
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$4,239
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$50,000
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$229,918
Participant contributions at end of year2015-12-31$71
Participant contributions at beginning of year2015-12-31$71
Total non interest bearing cash at end of year2015-12-31$8,581
Total non interest bearing cash at beginning of year2015-12-31$11,992
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$40,016
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,802,929
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,762,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$2,458,984
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,448,351
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$6,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$383,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$349,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-63,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$57,125
Employer contributions (assets) at end of year2015-12-31$124
Employer contributions (assets) at beginning of year2015-12-31$118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$137,723
Liabilities. Value of benefit claims payable at end of year2015-12-31$48,290
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$47,456
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 name2015-12-31BKD LLP
Accountancy firm EIN2015-12-31440160260
2014 : FOX BUILDING SUPPLY, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$47,456
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$24,197
Total income from all sources (including contributions)2014-12-31$357,296
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$163,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$114,903
Value of total corrective distributions2014-12-31$47,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$296,640
Value of total assets at end of year2014-12-31$2,810,369
Value of total assets at beginning of year2014-12-31$2,593,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,475
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$1,475
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$50,000
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$237,713
Participant contributions at end of year2014-12-31$71
Participant contributions at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$11,992
Total non interest bearing cash at beginning of year2014-12-31$11,005
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$193,546
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,762,913
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,569,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$2,448,351
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,261,270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$349,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$321,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$60,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$58,927
Employer contributions (assets) at end of year2014-12-31$118
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$114,903
Liabilities. Value of benefit claims payable at end of year2014-12-31$47,456
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$24,197
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 name2014-12-31BKD LLP
Accountancy firm EIN2014-12-31440160260
2013 : FOX BUILDING SUPPLY, INC. 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$24,197
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,136
Total income from all sources (including contributions)2013-12-31$476,611
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$134,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$132,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$283,107
Value of total assets at end of year2013-12-31$2,593,564
Value of total assets at beginning of year2013-12-31$2,233,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,272
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$1,272
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$222,169
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$3,002
Total non interest bearing cash at end of year2013-12-31$11,005
Total non interest bearing cash at beginning of year2013-12-31$10,280
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$342,528
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,569,367
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,226,839
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$2,261,270
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,918,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$321,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$301,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$193,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$60,938
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$132,811
Liabilities. Value of benefit claims payable at end of year2013-12-31$24,197
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$7,136
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 name2013-12-31BKD LLP
Accountancy firm EIN2013-12-31440160260
2012 : FOX BUILDING SUPPLY, INC. 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$7,136
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$23,890
Total income from all sources (including contributions)2012-12-31$417,552
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$32,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$32,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$271,830
Value of total assets at end of year2012-12-31$2,233,975
Value of total assets at beginning of year2012-12-31$1,866,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$756
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$756
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$216,312
Participant contributions at end of year2012-12-31$3,002
Participant contributions at beginning of year2012-12-31$321
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$10,280
Total non interest bearing cash at beginning of year2012-12-31$8,751
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$384,663
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,226,839
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,842,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$1,918,246
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,591,316
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$301,712
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$265,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$145,722
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$55,518
Employer contributions (assets) at end of year2012-12-31$735
Employer contributions (assets) at beginning of year2012-12-31$72
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$32,133
Liabilities. Value of benefit claims payable at end of year2012-12-31$7,136
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$23,890
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD LLP
Accountancy firm EIN2012-12-31440160260
2011 : FOX BUILDING SUPPLY, INC. 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-8,386
Total unrealized appreciation/depreciation of assets2011-12-31$-8,386
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$23,890
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,882
Total income from all sources (including contributions)2011-12-31$231,422
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$201,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$200,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$257,278
Value of total assets at end of year2011-12-31$1,866,066
Value of total assets at beginning of year2011-12-31$1,820,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,675
Total interest from all sources2011-12-31$6,560
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$201,361
Participant contributions at end of year2011-12-31$321
Participant contributions at beginning of year2011-12-31$360
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$1,675
Total non interest bearing cash at end of year2011-12-31$8,751
Total non interest bearing cash at beginning of year2011-12-31$5,685
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$29,578
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,842,176
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,812,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,591,316
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,538,053
Interest earned on other investments2011-12-31$6,560
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$265,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$276,303
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-24,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$55,917
Employer contributions (assets) at end of year2011-12-31$72
Employer contributions (assets) at beginning of year2011-12-31$79
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$200,169
Liabilities. Value of benefit claims payable at end of year2011-12-31$23,890
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$7,882
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 name2011-12-31BKD LLP
Accountancy firm EIN2011-12-31440160260
2010 : FOX BUILDING SUPPLY, INC. 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$104,398
Total unrealized appreciation/depreciation of assets2010-12-31$104,398
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,882
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$34,429
Total income from all sources (including contributions)2010-12-31$403,777
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$74,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$73,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$293,388
Value of total assets at end of year2010-12-31$1,820,480
Value of total assets at beginning of year2010-12-31$1,517,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$782
Total interest from all sources2010-12-31$5,991
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$234,066
Participant contributions at end of year2010-12-31$360
Participant contributions at beginning of year2010-12-31$462
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$782
Total non interest bearing cash at end of year2010-12-31$5,685
Total non interest bearing cash at beginning of year2010-12-31$3,139
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
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$329,360
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,812,598
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,483,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$1,538,053
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,280,025
Interest earned on other investments2010-12-31$5,991
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$276,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$233,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$59,322
Employer contributions (assets) at end of year2010-12-31$79
Employer contributions (assets) at beginning of year2010-12-31$107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$73,635
Liabilities. Value of benefit claims payable at end of year2010-12-31$7,882
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$34,429
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2010-12-31BKD LLP
Accountancy firm EIN2010-12-31440160260
2009 : FOX BUILDING SUPPLY, INC. 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 FOX BUILDING SUPPLY, INC. 401(K) PLAN

2022: FOX BUILDING SUPPLY, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
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: FOX BUILDING SUPPLY, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
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: FOX BUILDING SUPPLY, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
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: FOX BUILDING SUPPLY, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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: FOX BUILDING SUPPLY, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple 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: FOX BUILDING SUPPLY, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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: FOX BUILDING SUPPLY, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FOX BUILDING SUPPLY, INC. 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FOX BUILDING SUPPLY, INC. 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FOX BUILDING SUPPLY, INC. 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FOX BUILDING SUPPLY, INC. 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FOX BUILDING SUPPLY, INC. 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: FOX BUILDING SUPPLY, INC. 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number86285
Policy instance 1
Insurance contract or identification number86285
Number of Individuals Covered54
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,538
Total amount of fees paid to insurance companyUSD $12,149
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,538
Amount paid for insurance broker fees12149
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number86285
Policy instance 1
Insurance contract or identification number86285
Number of Individuals Covered80
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,777
Total amount of fees paid to insurance companyUSD $5,143
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,777
Amount paid for insurance broker fees5143
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number86285
Policy instance 1
Insurance contract or identification number86285
Number of Individuals Covered106
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,461
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2461
Additional information about fees paid to insurance brokerSALES/ADMINISTRATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number86285
Policy instance 1
Insurance contract or identification number86285
Number of Individuals Covered102
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 $2,912
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
Amount paid for insurance broker fees2912
Additional information about fees paid to insurance brokerSALES/ADMINISTRATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number86285
Policy instance 1
Insurance contract or identification number86285
Number of Individuals Covered95
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,942
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
Amount paid for insurance broker fees2942
Additional information about fees paid to insurance brokerSALES/ADMINISTRATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number86285
Policy instance 1
Insurance contract or identification number86285
Number of Individuals Covered81
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,520
Total amount of fees paid to insurance companyUSD $3,601
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 $7,520
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameTRISTAR PENSION LTD

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