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GUARDIAN MANAGEMENT LLC 401(K) PLAN 401k Plan overview

Plan NameGUARDIAN MANAGEMENT LLC 401(K) PLAN
Plan identification number 001

GUARDIAN MANAGEMENT LLC 401(K) 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GUARDIAN MANAGEMENT LLC has sponsored the creation of one or more 401k plans.

Company Name:GUARDIAN MANAGEMENT LLC
Employer identification number (EIN):931325326
NAIC Classification:531310

Additional information about GUARDIAN MANAGEMENT LLC

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2007-10-12
Company Identification Number: 47000591
Legal Registered Office Address: 780 COMMERCIAL ST SE STE 100

SALEM
United States of America (USA)
97301

More information about GUARDIAN MANAGEMENT LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GUARDIAN MANAGEMENT LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DAVID FEO2023-10-03
0012021-01-01DAVID FEO2022-10-13
0012020-01-01DAVID FEO2021-10-14
0012019-01-01KARON PAUL2020-10-14
0012018-01-01KARON PAUL2019-10-15
0012017-01-01KARON PAUL
0012016-01-01SANDRA RANKIN SANDRA RANKIN2017-10-12
0012015-01-01NICOLE ANDERSON NICOLE ANDERSON2016-10-12
0012014-01-01NICOLE ANDERSON NICOLE ANDERSON2015-10-09
0012013-01-01NICOLE ANDERSON
0012012-01-01TERESA STEMPEL TERESA STEMPEL2013-05-09
0012011-01-01TERESA STEMPEL
0012009-01-01TERESA STEMPEL

Plan Statistics for GUARDIAN MANAGEMENT LLC 401(K) PLAN

401k plan membership statisitcs for GUARDIAN MANAGEMENT LLC 401(K) PLAN

Measure Date Value
2022: GUARDIAN MANAGEMENT LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01274
Total number of active participants reported on line 7a of the Form 55002022-01-01188
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0148
Total of all active and inactive participants2022-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01237
Number of participants with account balances2022-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: GUARDIAN MANAGEMENT LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01373
Total number of active participants reported on line 7a of the Form 55002021-01-01227
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0144
Total of all active and inactive participants2021-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01272
Number of participants with account balances2021-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: GUARDIAN MANAGEMENT LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01488
Total number of active participants reported on line 7a of the Form 55002020-01-01323
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0145
Total of all active and inactive participants2020-01-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01368
Number of participants with account balances2020-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0112
2019: GUARDIAN MANAGEMENT LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01423
Total number of active participants reported on line 7a of the Form 55002019-01-01338
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01134
Total of all active and inactive participants2019-01-01475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01475
Number of participants with account balances2019-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: GUARDIAN MANAGEMENT LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01413
Total number of active participants reported on line 7a of the Form 55002018-01-01333
Number of retired or separated participants receiving benefits2018-01-0126
Number of other retired or separated participants entitled to future benefits2018-01-0196
Total of all active and inactive participants2018-01-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01455
Number of participants with account balances2018-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0120
2017: GUARDIAN MANAGEMENT LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01442
Total number of active participants reported on line 7a of the Form 55002017-01-01340
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0154
Total of all active and inactive participants2017-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01397
Number of participants with account balances2017-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: GUARDIAN MANAGEMENT LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01547
Total number of active participants reported on line 7a of the Form 55002016-01-01354
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0175
Total of all active and inactive participants2016-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01430
Number of participants with account balances2016-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0120
2015: GUARDIAN MANAGEMENT LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01630
Total number of active participants reported on line 7a of the Form 55002015-01-01462
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0166
Total of all active and inactive participants2015-01-01531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01531
Number of participants with account balances2015-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0117
2014: GUARDIAN MANAGEMENT LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01707
Total number of active participants reported on line 7a of the Form 55002014-01-01538
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0178
Total of all active and inactive participants2014-01-01617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01617
Number of participants with account balances2014-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0128
2013: GUARDIAN MANAGEMENT LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01802
Total number of active participants reported on line 7a of the Form 55002013-01-01655
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0139
Total of all active and inactive participants2013-01-01694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01694
Number of participants with account balances2013-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0125
2012: GUARDIAN MANAGEMENT LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01446
Total number of active participants reported on line 7a of the Form 55002012-01-01769
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0133
Total of all active and inactive participants2012-01-01802
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01802
Number of participants with account balances2012-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0117
2011: GUARDIAN MANAGEMENT LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01515
Total number of active participants reported on line 7a of the Form 55002011-01-01412
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0133
Total of all active and inactive participants2011-01-01446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01446
Number of participants with account balances2011-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: GUARDIAN MANAGEMENT LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01439
Total number of active participants reported on line 7a of the Form 55002009-01-01406
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0145
Total of all active and inactive participants2009-01-01451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01452
Number of participants with account balances2009-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on GUARDIAN MANAGEMENT LLC 401(K) PLAN

Measure Date Value
2022 : GUARDIAN MANAGEMENT LLC 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-139,613
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$876,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$804,898
Expenses. Certain deemed distributions of participant loans2022-12-31$34,700
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$824,531
Value of total assets at end of year2022-12-31$5,073,769
Value of total assets at beginning of year2022-12-31$6,090,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$37,161
Total interest from all sources2022-12-31$6,005
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$206,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$206,419
Administrative expenses professional fees incurred2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$573,986
Participant contributions at end of year2022-12-31$115,405
Participant contributions at beginning of year2022-12-31$126,964
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$16,184
Total non interest bearing cash at beginning of year2022-12-31$12,684
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-1,016,372
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,073,769
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,090,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$20,895
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,942,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,950,493
Interest on participant loans2022-12-31$5,850
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$155
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,176,568
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$250,545
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$804,898
Contract administrator fees2022-12-31$16,266
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BJORKLUND & MONTPLAISIR
Accountancy firm EIN2022-12-31931015766
2021 : GUARDIAN MANAGEMENT LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,542,415
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$741,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$679,012
Expenses. Certain deemed distributions of participant loans2021-12-31$17,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$893,425
Value of total assets at end of year2021-12-31$6,090,141
Value of total assets at beginning of year2021-12-31$5,289,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$45,460
Total interest from all sources2021-12-31$6,415
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$147,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$147,754
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$584,687
Participant contributions at end of year2021-12-31$126,964
Participant contributions at beginning of year2021-12-31$109,922
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$40
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$30,187
Total non interest bearing cash at end of year2021-12-31$12,684
Total non interest bearing cash at beginning of year2021-12-31$11,220
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$800,704
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,090,141
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,289,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$24,110
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,950,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,168,235
Interest on participant loans2021-12-31$6,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$494,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$278,551
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$20
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$679,012
Contract administrator fees2021-12-31$21,350
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 name2021-12-31BJORKLUND & MONTPLAISIR
Accountancy firm EIN2021-12-31931015766
2020 : GUARDIAN MANAGEMENT LLC 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,215,345
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$490,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$427,731
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$651,296
Value of total assets at end of year2020-12-31$5,289,437
Value of total assets at beginning of year2020-12-31$4,564,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$62,980
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$5,974
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$168,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$168,146
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$419,223
Participant contributions at end of year2020-12-31$109,922
Participant contributions at beginning of year2020-12-31$91,392
Participant contributions at end of year2020-12-31$40
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$79,788
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$4,742
Other income not declared elsewhere2020-12-31$2
Administrative expenses (other) incurred2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$11,220
Total non interest bearing cash at beginning of year2020-12-31$128,016
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$724,634
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,289,437
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,564,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$15,161
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,168,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,340,653
Interest on participant loans2020-12-31$5,974
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$389,927
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
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$152,285
Employer contributions (assets) at end of year2020-12-31$20
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$427,731
Contract administrator fees2020-12-31$47,819
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BJORKLUND & MONTPLAISIR
Accountancy firm EIN2020-12-31931015766
2019 : GUARDIAN MANAGEMENT LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,399,369
Total income from all sources (including contributions)2019-12-31$1,399,369
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,091,002
Total of all expenses incurred2019-12-31$1,091,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,054,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,054,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$495,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$495,931
Value of total assets at end of year2019-12-31$4,564,803
Value of total assets at end of year2019-12-31$4,564,803
Value of total assets at beginning of year2019-12-31$4,256,436
Value of total assets at beginning of year2019-12-31$4,256,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,564
Total interest from all sources2019-12-31$6,416
Total interest from all sources2019-12-31$6,416
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$113,848
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$113,848
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$113,848
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$113,848
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$352,130
Contributions received from participants2019-12-31$352,130
Participant contributions at end of year2019-12-31$91,392
Participant contributions at end of year2019-12-31$91,392
Participant contributions at beginning of year2019-12-31$109,222
Participant contributions at beginning of year2019-12-31$109,222
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$14,027
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$14,027
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$4,742
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$4,742
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,742
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,742
Administrative expenses (other) incurred2019-12-31$3,459
Administrative expenses (other) incurred2019-12-31$3,459
Total non interest bearing cash at end of year2019-12-31$128,016
Total non interest bearing cash at end of year2019-12-31$128,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$308,367
Value of net income/loss2019-12-31$308,367
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,564,803
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,564,803
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,256,436
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,256,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$18,349
Investment advisory and management fees2019-12-31$18,349
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,340,653
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,340,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,142,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,142,472
Interest on participant loans2019-12-31$6,206
Interest on participant loans2019-12-31$6,206
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$210
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$783,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$783,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$129,774
Contributions received in cash from employer2019-12-31$129,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,054,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,054,438
Contract administrator fees2019-12-31$14,756
Contract administrator fees2019-12-31$14,756
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BJORKLUND & MONTPLAISIR
Accountancy firm EIN2019-12-31931015766
2018 : GUARDIAN MANAGEMENT LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$356,791
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$899,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$822,342
Value of total corrective distributions2018-12-31$33,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$587,003
Value of total assets at end of year2018-12-31$4,256,436
Value of total assets at beginning of year2018-12-31$4,798,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$43,119
Total interest from all sources2018-12-31$6,630
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$172,856
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$172,856
Administrative expenses professional fees incurred2018-12-31$2,193
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31Yes
Amount of non-exempt transactions with any party-in-interest2018-12-31$4,742
Contributions received from participants2018-12-31$372,054
Participant contributions at end of year2018-12-31$109,222
Participant contributions at beginning of year2018-12-31$111,482
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$76,745
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,742
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-542,286
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,256,436
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,798,722
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
Investment advisory and management fees2018-12-31$17,921
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,142,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,687,240
Interest on participant loans2018-12-31$6,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-409,698
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$138,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$822,342
Contract administrator fees2018-12-31$23,005
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 name2018-12-31BJORKLUND & MONTPLAISIR
Accountancy firm EIN2018-12-31931015766
2017 : GUARDIAN MANAGEMENT LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,137,990
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$565,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$522,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$489,963
Value of total assets at end of year2017-12-31$4,798,722
Value of total assets at beginning of year2017-12-31$4,226,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$43,222
Total interest from all sources2017-12-31$5,578
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$113,011
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$113,011
Administrative expenses professional fees incurred2017-12-31$2,164
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$361,875
Participant contributions at end of year2017-12-31$111,482
Participant contributions at beginning of year2017-12-31$88,639
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,066
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$572,204
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,798,722
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,226,518
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
Investment advisory and management fees2017-12-31$17,278
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,687,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,137,879
Interest on participant loans2017-12-31$5,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$529,438
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$125,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$522,564
Contract administrator fees2017-12-31$23,780
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 name2017-12-31BJORKLUND & MONTPLAISIR
Accountancy firm EIN2017-12-31931015766
2016 : GUARDIAN MANAGEMENT LLC 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$828,261
Total of all expenses incurred2016-12-31$536,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$496,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$527,246
Value of total assets at end of year2016-12-31$4,226,518
Value of total assets at beginning of year2016-12-31$3,934,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$39,665
Total interest from all sources2016-12-31$4,668
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$93,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$93,743
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$385,065
Participant contributions at end of year2016-12-31$88,639
Participant contributions at beginning of year2016-12-31$130,805
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,914
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$291,778
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,226,518
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,934,740
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
Investment advisory and management fees2016-12-31$20,026
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,137,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,803,935
Interest on participant loans2016-12-31$4,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$202,604
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$138,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$496,818
Contract administrator fees2016-12-31$19,639
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 name2016-12-31BJORKLUND & MONTPLAISIR
Accountancy firm EIN2016-12-31931015766
2015 : GUARDIAN MANAGEMENT LLC 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$635,717
Total of all expenses incurred2015-12-31$639,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$561,754
Expenses. Certain deemed distributions of participant loans2015-12-31$39,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$674,054
Value of total assets at end of year2015-12-31$3,934,740
Value of total assets at beginning of year2015-12-31$3,938,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$38,535
Total interest from all sources2015-12-31$6,900
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$131,585
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$131,585
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
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$437,821
Participant contributions at end of year2015-12-31$130,805
Participant contributions at beginning of year2015-12-31$139,987
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$7,069
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$91,712
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,069
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,934,740
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,938,809
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$3,803,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,789,009
Interest on participant loans2015-12-31$6,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-176,822
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$144,521
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$2,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$561,754
Contract administrator fees2015-12-31$38,535
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 name2015-12-31BJORKLUND & MONTPLAISIR
Accountancy firm EIN2015-12-31931015766
2014 : GUARDIAN MANAGEMENT LLC 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,067,372
Total of all expenses incurred2014-12-31$811,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$765,955
Value of total corrective distributions2014-12-31$10,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$843,692
Value of total assets at end of year2014-12-31$3,941,355
Value of total assets at beginning of year2014-12-31$3,685,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$34,695
Total interest from all sources2014-12-31$7,617
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$176,960
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$176,960
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$467,441
Participant contributions at end of year2014-12-31$139,987
Participant contributions at beginning of year2014-12-31$137,596
Participant contributions at end of year2014-12-31$7,069
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$228,754
Administrative expenses (other) incurred2014-12-31$18,501
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$256,306
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,941,355
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,685,049
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
Investment advisory and management fees2014-12-31$6,793
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,589,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,236,050
Interest on participant loans2014-12-31$7,617
Value of interest in common/collective trusts at end of year2014-12-31$174,158
Value of interest in common/collective trusts at beginning of year2014-12-31$311,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$27,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$39,265
Net investment gain or loss from common/collective trusts2014-12-31$-162
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$147,497
Employer contributions (assets) at end of year2014-12-31$2,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$765,955
Contract administrator fees2014-12-31$9,401
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31BJORKLUND & MONTPLAISIR
Accountancy firm EIN2014-12-31931015766
2013 : GUARDIAN MANAGEMENT LLC 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$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
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,173,250
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$506,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$478,090
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$626,436
Value of total assets at end of year2013-12-31$3,685,049
Value of total assets at beginning of year2013-12-31$3,018,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$28,640
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$5,410
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$133,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$133,817
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$410,298
Participant contributions at end of year2013-12-31$137,596
Participant contributions at beginning of year2013-12-31$88,134
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$75,841
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
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
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$28,640
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables 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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$666,520
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,685,049
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,018,529
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
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,236,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,688,531
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$5,410
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$311,403
Value of interest in common/collective trusts at beginning of year2013-12-31$241,864
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$407,411
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$176
Net gain/loss from 103.12 investment entities2013-12-31$0
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
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$140,297
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$478,090
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation 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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31BJORKLUND & MONTPLAISIR CPA'S
Accountancy firm EIN2013-12-31931015766
2012 : GUARDIAN MANAGEMENT LLC 401(K) PLAN 2012 401k financial data
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$1,115,734
Total of all expenses incurred2012-12-31$417,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$400,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$818,138
Value of total assets at end of year2012-12-31$3,018,529
Value of total assets at beginning of year2012-12-31$2,320,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,690
Total interest from all sources2012-12-31$6,477
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$76,447
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$76,447
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
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$309,630
Participant contributions at end of year2012-12-31$88,134
Participant contributions at beginning of year2012-12-31$92,886
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$402,454
Administrative expenses (other) incurred2012-12-31$16,690
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$698,339
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,018,529
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,320,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,688,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,128,584
Interest on participant loans2012-12-31$6,477
Value of interest in common/collective trusts at end of year2012-12-31$241,864
Value of interest in common/collective trusts at beginning of year2012-12-31$98,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$208,121
Net investment gain or loss from common/collective trusts2012-12-31$6,551
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$106,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$400,705
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31BJORKLUND & MONTPLAISIR CPA'S
Accountancy firm EIN2012-12-31931015766
2011 : GUARDIAN MANAGEMENT LLC 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$219,395
Total of all expenses incurred2011-12-31$715,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$695,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$232,233
Value of total assets at end of year2011-12-31$2,320,190
Value of total assets at beginning of year2011-12-31$2,816,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$20,851
Total interest from all sources2011-12-31$7,174
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$67,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$67,866
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$232,233
Participant contributions at end of year2011-12-31$92,886
Participant contributions at beginning of year2011-12-31$99,654
Administrative expenses (other) incurred2011-12-31$20,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-496,465
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,320,190
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,816,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,128,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,613,980
Interest on participant loans2011-12-31$7,174
Value of interest in common/collective trusts at end of year2011-12-31$98,720
Value of interest in common/collective trusts at beginning of year2011-12-31$103,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-90,828
Net investment gain or loss from common/collective trusts2011-12-31$2,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$695,009
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31BJORKLUND & MONTPLAISIR
Accountancy firm EIN2011-12-31931015766
2010 : GUARDIAN MANAGEMENT LLC 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$556,619
Total of all expenses incurred2010-12-31$509,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$480,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$208,040
Value of total assets at end of year2010-12-31$2,816,655
Value of total assets at beginning of year2010-12-31$2,769,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$28,698
Total interest from all sources2010-12-31$8,234
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$57,639
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$57,639
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
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$204,976
Participant contributions at end of year2010-12-31$99,654
Participant contributions at beginning of year2010-12-31$99,027
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,064
Administrative expenses (other) incurred2010-12-31$28,698
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$47,556
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,816,655
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,769,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,613,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,490,374
Interest on participant loans2010-12-31$8,234
Value of interest in common/collective trusts at end of year2010-12-31$103,021
Value of interest in common/collective trusts at beginning of year2010-12-31$179,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$275,656
Net investment gain or loss from common/collective trusts2010-12-31$7,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$480,365
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BJORKLUND MONTPLAISIR
Accountancy firm EIN2010-12-31931015766
2009 : GUARDIAN MANAGEMENT LLC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GUARDIAN MANAGEMENT LLC 401(K) PLAN

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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number510012-01
Policy instance 1
Insurance contract or identification number510012-01
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number510012-01
Policy instance 1
Insurance contract or identification number510012-01
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number510012-01
Policy instance 1
Insurance contract or identification number510012-01
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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