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| Plan Name | CO-OP 401(K) PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | PRODUCERS INVESTMENTS, LLC |
| Employer identification number (EIN): | 731566046 |
| NAIC Classification: | 115110 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2018-01-01 | KELLY HAYERTZ | 2018-06-20 | DON OSWALD | 2018-06-22 |
| 002 | 2017-01-01 | KELLY HAYERTZ | 2018-06-14 | DON OSWALD | 2018-06-22 |
| 002 | 2016-01-01 | KELLY HAYERTZ | 2017-07-14 | DAVID BOYD | 2017-07-17 |
| 002 | 2015-01-01 | KELLY HAYERTZ | 2016-07-11 | DON OSWALD | 2016-07-11 |
| 002 | 2014-01-01 | KELLY HAYERTZ | 2015-07-16 | DON OSWALD | 2015-07-16 |
| 002 | 2013-01-01 | KELLY HAYERTZ | 2014-07-29 | DON OSWALD | 2014-07-29 |
| 002 | 2012-01-01 | DAVID W. BOYD | 2013-05-22 | ||
| 002 | 2011-01-01 | DAVID W. BOYD | 2012-07-10 | ||
| 002 | 2010-01-01 | DAVID BOYD | |||
| 002 | 2009-06-01 | DAVID BOYD |
| Measure | Date | Value |
|---|---|---|
| 2010 : CO-OP 401(K) PLAN 2010 401k financial data | ||
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $29,762 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $531 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $47,240 |
| Total plan assets at beginning of year | 2010-12-31 | $18,009 |
| Total contributions received or receivable from participants | 2010-12-31 | $24,937 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $531 |
| Other income received | 2010-12-31 | $4,825 |
| Net income (gross income less expenses) | 2010-12-31 | $29,231 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $47,240 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $18,009 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| 2009 : CO-OP 401(K) PLAN 2009 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2010: CO-OP 401(K) PLAN 2010 form 5500 responses | ||
|---|---|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: CO-OP 401(K) PLAN 2009 form 5500 responses | ||
| 2009-06-01 | Type of plan entity | Single employer plan |
| 2009-06-01 | First time form 5500 has been submitted | Yes |
| 2009-06-01 | Submission has been amended | No |
| 2009-06-01 | This submission is the final filing | No |
| 2009-06-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2009-06-01 | Plan is a collectively bargained plan | No |
| 2009-06-01 | Plan funding arrangement – Trust | Yes |
| 2009-06-01 | Plan benefit arrangement - Trust | Yes |
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