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BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameBRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN
Plan identification number 001

BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

BRIGGS & VESELKA CO. has sponsored the creation of one or more 401k plans.

Company Name:BRIGGS & VESELKA CO.
Employer identification number (EIN):741769118
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about BRIGGS & VESELKA CO.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1973-10-30
Company Identification Number: 0090129002
Legal Registered Office Address: 9 GREENWAY PLZ STE 1700

HOUSTON
United States of America (USA)
77046

More information about BRIGGS & VESELKA CO.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MERESA MORGAN
0012016-01-01MERESA MORGAN
0012015-01-01MERESA MORGAN
0012014-01-01MERESA MORGAN
0012013-01-01MERESA MORGAN
0012012-01-01MERESA MORGAN
0012011-01-01MERESA MORGAN
0012009-10-01J. STEVEN AWALT
0012008-10-01

Plan Statistics for BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN

Measure Date Value
2022: BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01430
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01402
Total number of active participants reported on line 7a of the Form 55002021-01-01291
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-01132
Total of all active and inactive participants2021-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01430
Number of participants with account balances2021-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01359
Total number of active participants reported on line 7a of the Form 55002020-01-01283
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-0183
Total of all active and inactive participants2020-01-01372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01372
Number of participants with account balances2020-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0116
2019: BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01337
Total number of active participants reported on line 7a of the Form 55002019-01-01271
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-0181
Total of all active and inactive participants2019-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01359
Number of participants with account balances2019-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0121
2018: BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01285
Total number of active participants reported on line 7a of the Form 55002018-01-01239
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-0170
Total of all active and inactive participants2018-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01315
Number of participants with account balances2018-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0117
2017: BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01244
Total number of active participants reported on line 7a of the Form 55002017-01-01205
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0158
Total of all active and inactive participants2017-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01263
Number of participants with account balances2017-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01220
Total number of active participants reported on line 7a of the Form 55002016-01-01192
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0148
Total of all active and inactive participants2016-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01240
Number of participants with account balances2016-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0114
2015: BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01223
Total number of active participants reported on line 7a of the Form 55002015-01-01174
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0145
Total of all active and inactive participants2015-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01219
Number of participants with account balances2015-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0125
2014: BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01221
Total number of active participants reported on line 7a of the Form 55002014-01-01174
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0148
Total of all active and inactive participants2014-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01222
Number of participants with account balances2014-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0135
2013: BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01189
Total number of active participants reported on line 7a of the Form 55002013-01-01181
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0133
Total of all active and inactive participants2013-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01214
Number of participants with account balances2013-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0124
2012: BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01162
Total number of active participants reported on line 7a of the Form 55002012-01-01145
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01175
Number of participants with account balances2012-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01177
Total number of active participants reported on line 7a of the Form 55002011-01-01126
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0135
Total of all active and inactive participants2011-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01161
Number of participants with account balances2011-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0130
2009: BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01149
Total number of active participants reported on line 7a of the Form 55002009-10-01123
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0147
Total of all active and inactive participants2009-10-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-011
Total participants2009-10-01171
Number of participants with account balances2009-10-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-0120

Financial Data on BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN

Measure Date Value
2022 : BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-08-30$-2,923,169
Total of all expenses incurred2022-08-30$36,613,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-08-30$36,540,612
Expenses. Certain deemed distributions of participant loans2022-08-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-08-30$35
Value of total assets at end of year2022-08-30$0
Value of total assets at beginning of year2022-08-30$39,536,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-08-30$73,166
Total interest from all sources2022-08-30$4,262
Total dividends received (eg from common stock, registered investment company shares)2022-08-30$13,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-08-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-08-30$0
Total dividends received from registered investment company shares (eg mutual funds)2022-08-30$13,381
Was this plan covered by a fidelity bond2022-08-30Yes
Value of fidelity bond cover2022-08-30$500,000
If this is an individual account plan, was there a blackout period2022-08-30No
Were there any nonexempt tranactions with any party-in-interest2022-08-30No
Contributions received from participants2022-08-30$0
Participant contributions at end of year2022-08-30$0
Participant contributions at beginning of year2022-08-30$450,309
Participant contributions at end of year2022-08-30$0
Participant contributions at beginning of year2022-08-30$189,545
Assets. Other investments not covered elsewhere at beginning of year2022-08-30$6,760,490
Income. Received or receivable in cash from other sources (including rollovers)2022-08-30$35
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-08-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-08-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-30No
Value of net income/loss2022-08-30$-39,536,947
Value of net assets at end of year (total assets less liabilities)2022-08-30$0
Value of net assets at beginning of year (total assets less liabilities)2022-08-30$39,536,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-08-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-08-30No
Were any leases to which the plan was party in default or uncollectible2022-08-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-08-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-08-30$30,597,927
Interest on participant loans2022-08-30$4,262
Value of interest in common/collective trusts at end of year2022-08-30$0
Value of interest in common/collective trusts at beginning of year2022-08-30$1,538,676
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-08-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-08-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-08-30$-2,940,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-08-30No
Was there a failure to transmit to the plan any participant contributions2022-08-30Yes
Has the plan failed to provide any benefit when due under the plan2022-08-30No
Contributions received in cash from employer2022-08-30$0
Employer contributions (assets) at end of year2022-08-30$0
Employer contributions (assets) at beginning of year2022-08-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-08-30$36,540,612
Contract administrator fees2022-08-30$73,166
Did the plan have assets held for investment2022-08-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-08-30Yes
Opinion of an independent qualified public accountant for this plan2022-08-30Unqualified
Accountancy firm name2022-08-30MOWERY & SCHOENFELD, LLC
Accountancy firm EIN2022-08-30364111140
2021 : BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$8,496,873
Total of all expenses incurred2021-12-31$3,048,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,932,555
Expenses. Certain deemed distributions of participant loans2021-12-31$4,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,029,826
Value of total assets at end of year2021-12-31$39,536,947
Value of total assets at beginning of year2021-12-31$34,089,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$111,485
Total interest from all sources2021-12-31$24,530
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,919,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,919,405
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$2,326,725
Participant contributions at end of year2021-12-31$450,309
Participant contributions at beginning of year2021-12-31$319,569
Participant contributions at end of year2021-12-31$189,545
Assets. Other investments not covered elsewhere at end of year2021-12-31$6,760,490
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$464,789
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,447,905
Value of net assets at end of year (total assets less liabilities)2021-12-31$39,536,947
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$34,089,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$30,597,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$33,769,473
Interest on participant loans2021-12-31$24,530
Value of interest in common/collective trusts at end of year2021-12-31$1,538,676
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
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$2,523,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,238,312
Employer contributions (assets) at end of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,932,555
Contract administrator fees2021-12-31$111,485
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOWERY & SCHOENFELD, LLC
Accountancy firm EIN2021-12-31364111140
2020 : BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$6,915,645
Total of all expenses incurred2020-12-31$1,138,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,073,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,019,510
Value of total assets at end of year2020-12-31$34,089,042
Value of total assets at beginning of year2020-12-31$28,311,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$64,120
Total interest from all sources2020-12-31$22,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$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$2,238,998
Participant contributions at end of year2020-12-31$319,569
Participant contributions at beginning of year2020-12-31$301,867
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$383,178
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$5,777,630
Value of net assets at end of year (total assets less liabilities)2020-12-31$34,089,042
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$28,311,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$33,769,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$28,009,545
Interest on participant loans2020-12-31$22,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,874,025
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$397,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,073,895
Contract administrator fees2020-12-31$64,120
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 name2020-12-31ROBERT D. GOLDSTEIN, CPA
Accountancy firm EIN2020-12-31760358383
2019 : BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$8,881,583
Total of all expenses incurred2019-12-31$2,685,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,625,660
Value of total corrective distributions2019-12-31$4,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,071,222
Value of total assets at end of year2019-12-31$28,311,412
Value of total assets at beginning of year2019-12-31$22,115,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$55,588
Total interest from all sources2019-12-31$19,839
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,078,272
Participant contributions at end of year2019-12-31$301,867
Participant contributions at beginning of year2019-12-31$263,718
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,183,059
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,196,097
Value of net assets at end of year (total assets less liabilities)2019-12-31$28,311,412
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,115,315
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$28,009,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,851,597
Interest on participant loans2019-12-31$19,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,790,522
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$809,891
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,625,660
Contract administrator fees2019-12-31$55,588
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 name2019-12-31ROBERT D. GOLDSTEIN, CPA
Accountancy firm EIN2019-12-31760358383
2018 : BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,535,132
Total of all expenses incurred2018-12-31$1,474,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,384,402
Expenses. Certain deemed distributions of participant loans2018-12-31$22,063
Value of total corrective distributions2018-12-31$7,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,781,504
Value of total assets at end of year2018-12-31$22,115,315
Value of total assets at beginning of year2018-12-31$22,054,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$60,583
Total interest from all sources2018-12-31$15,391
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,808,312
Participant contributions at end of year2018-12-31$263,718
Participant contributions at beginning of year2018-12-31$297,316
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$251,692
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
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$60,375
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,115,315
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,054,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,851,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,757,624
Interest on participant loans2018-12-31$15,391
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,261,763
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$721,500
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,384,402
Contract administrator fees2018-12-31$60,583
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 name2018-12-31ROBERT D. GOLDSTEIN, CPA
Accountancy firm EIN2018-12-31760358383
2017 : BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$5,349,457
Total of all expenses incurred2017-12-31$1,070,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,023,538
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,374,761
Value of total assets at end of year2017-12-31$22,054,940
Value of total assets at beginning of year2017-12-31$17,776,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$47,096
Total interest from all sources2017-12-31$12,508
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
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,547,714
Participant contributions at end of year2017-12-31$297,316
Participant contributions at beginning of year2017-12-31$254,928
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$103,983
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
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$4,278,823
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,054,940
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,776,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$21,757,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,521,189
Interest on participant loans2017-12-31$12,508
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,962,188
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$723,064
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$1,023,538
Contract administrator fees2017-12-31$47,096
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 name2017-12-31ROBERT D. GOLDSTEIN, CPA
Accountancy firm EIN2017-12-31760358383
2016 : BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$3,952,414
Total of all expenses incurred2016-12-31$684,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$667,018
Expenses. Certain deemed distributions of participant loans2016-12-31$77
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,522,764
Value of total assets at end of year2016-12-31$17,776,117
Value of total assets at beginning of year2016-12-31$14,508,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,826
Total interest from all sources2016-12-31$11,265
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
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$1,328,598
Participant contributions at end of year2016-12-31$254,928
Participant contributions at beginning of year2016-12-31$223,136
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$592,765
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
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$3,267,493
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,776,117
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,508,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,521,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,285,488
Interest on participant loans2016-12-31$11,265
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,418,385
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$601,401
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$667,018
Contract administrator fees2016-12-31$17,826
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31ROBERT D. GOLDSTEIN, CPA
Accountancy firm EIN2016-12-31760358383
2015 : BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,542,687
Total of all expenses incurred2015-12-31$1,534,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,505,495
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$25,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,707,091
Value of total assets at end of year2015-12-31$14,508,624
Value of total assets at beginning of year2015-12-31$14,500,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,220
Total interest from all sources2015-12-31$7,797
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
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$1,118,541
Participant contributions at end of year2015-12-31$223,136
Participant contributions at beginning of year2015-12-31$186,231
Participant contributions at end of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$151,517
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
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$8,569
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,508,624
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,500,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,285,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,313,824
Interest on participant loans2015-12-31$7,797
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-172,201
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$437,033
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,505,495
Contract administrator fees2015-12-31$3,220
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
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 name2015-12-31ROBERT D. GOLDSTEIN, CPA
Accountancy firm EIN2015-12-31760358383
2014 : BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,205,367
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$623,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$614,769
Value of total corrective distributions2014-12-31$6,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,612,053
Value of total assets at end of year2014-12-31$14,500,055
Value of total assets at beginning of year2014-12-31$12,917,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,120
Total interest from all sources2014-12-31$10,534
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$1,007,117
Participant contributions at end of year2014-12-31$186,231
Participant contributions at beginning of year2014-12-31$259,155
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$289,341
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
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$1,582,363
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,500,055
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,917,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,313,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,658,537
Interest on participant loans2014-12-31$10,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$582,780
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$315,595
Employer contributions (assets) at end of year2014-12-31$0
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$614,769
Contract administrator fees2014-12-31$2,120
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
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 name2014-12-31ROBERT D. GOLDSTEIN, CPA
Accountancy firm EIN2014-12-31760358383
2013 : BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,865,424
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$996,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$994,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,495,525
Value of total assets at end of year2013-12-31$12,917,692
Value of total assets at beginning of year2013-12-31$11,049,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,705
Total interest from all sources2013-12-31$8,626
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$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$898,436
Participant contributions at end of year2013-12-31$259,155
Participant contributions at beginning of year2013-12-31$139,902
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$206,784
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,868,633
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,917,692
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,049,059
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
Investment advisory and management fees2013-12-31$2,705
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,658,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,909,157
Interest on participant loans2013-12-31$8,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,361,273
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$390,305
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$994,086
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
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 name2013-12-31ROBERT D. GOLDSTEIN, CPA
Accountancy firm EIN2013-12-31760358383
2012 : BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,972,263
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$306,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$304,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$963,834
Value of total assets at end of year2012-12-31$11,049,059
Value of total assets at beginning of year2012-12-31$9,382,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,175
Total interest from all sources2012-12-31$6,891
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$746,899
Participant contributions at end of year2012-12-31$139,902
Participant contributions at beginning of year2012-12-31$137,539
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$40,863
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
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$1,666,069
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,049,059
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,382,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,909,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,245,451
Interest on participant loans2012-12-31$6,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,001,538
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$176,072
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$304,019
Contract administrator fees2012-12-31$2,175
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
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 name2012-12-31ROBERT D. GOLDSTEIN, CPA
Accountancy firm EIN2012-12-31760358383
2011 : BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$400
Total income from all sources (including contributions)2011-12-31$723,749
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$524,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$521,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$897,115
Value of total assets at end of year2011-12-31$9,382,990
Value of total assets at beginning of year2011-12-31$9,184,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,755
Total interest from all sources2011-12-31$6,852
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$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
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$784,768
Participant contributions at end of year2011-12-31$137,539
Participant contributions at beginning of year2011-12-31$134,730
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$101,947
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$400
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$199,264
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,382,990
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,183,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,245,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$6,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$5,174,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$5,174,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-180,218
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$10,400
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$384,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$521,730
Contract administrator fees2011-12-31$2,755
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$3,490,741
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ROBERT D. GOLDSTEIN, CPA
Accountancy firm EIN2011-12-31760358383
2010 : BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$-4,277
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$33
Total unrealized appreciation/depreciation of assets2010-12-31$-4,244
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$400
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$571,155
Total loss/gain on sale of assets2010-12-31$449,022
Total of all expenses incurred2010-12-31$1,020,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,015,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$103,117
Value of total assets at end of year2010-12-31$9,184,126
Value of total assets at beginning of year2010-12-31$9,633,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,932
Total interest from all sources2010-12-31$23,260
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
Administrative expenses professional fees incurred2010-12-31$4,932
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$800,000
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$103,117
Participant contributions at end of year2010-12-31$134,730
Participant contributions at beginning of year2010-12-31$152,074
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$148,472
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$226,056
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$1,233
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-449,422
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,183,726
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,633,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,242,804
Interest on participant loans2010-12-31$1,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$5,174,320
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,459,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,459,069
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$21,703
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
Employer contributions (assets) at end of year2010-12-31$384,335
Employer contributions (assets) at beginning of year2010-12-31$394,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,015,645
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$279,806
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$3,490,741
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$3,729,300
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$449,022
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN

2022: BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BRIGGS & VESELKA CO. 401(K) RETIREMENT 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 - TrustYes
2013: BRIGGS & VESELKA CO. 401(K) RETIREMENT 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: BRIGGS & VESELKA CO. 401(K) RETIREMENT 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: BRIGGS & VESELKA CO. 401(K) RETIREMENT 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: BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: BRIGGS & VESELKA CO. 401(K) RETIREMENT PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number60620-1
Policy instance 1
Insurance contract or identification number60620-1
Number of Individuals Covered207
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,399
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,399
Insurance broker organization code?1
Insurance broker nameLPL FINANCIAL CORPORATION
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number60620-1
Policy instance 1
Insurance contract or identification number60620-1
Number of Individuals Covered279
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,640
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,640
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?1
Insurance broker nameLPL FINANCIAL CORPORATION
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number60620-1
Policy instance 1
Insurance contract or identification number60620-1
Number of Individuals Covered275
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,520
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,520
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?1
Insurance broker nameLPL FINANCIAL CORPORATION
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number60620-1
Policy instance 1
Insurance contract or identification number60620-1
Number of Individuals Covered175
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,401
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,401
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?1
Insurance broker nameLPL FINANCIAL CORPORATION
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number60620-1
Policy instance 1
Insurance contract or identification number60620-1
Number of Individuals Covered141
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,044
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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