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MINI-SYSTEMS, INC. RETIREMENT PLAN 401k Plan overview

Plan NameMINI-SYSTEMS, INC. RETIREMENT PLAN
Plan identification number 001

MINI-SYSTEMS, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.

401k Sponsoring company profile

MINI-SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name:MINI-SYSTEMS, INC.
Employer identification number (EIN):042440008
NAIC Classification:334410

Additional information about MINI-SYSTEMS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1982-05-18
Company Identification Number: F81914
Legal Registered Office Address: 248 OSTEEN RD

PERRY

32347

More information about MINI-SYSTEMS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MINI-SYSTEMS, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01HILARY HAHN
0012016-01-01
0012015-01-01CHERYL MAZZARELLI
0012014-01-01GLEN E. ROBERTSON
0012013-01-01GLEN E. ROBERTSON
0012012-01-01GLEN E. ROBERTSON
0012011-01-01GLEN E. ROBERTSON GLEN E. ROBERTSON2012-10-11
0012009-01-01GLEN E. ROBERTSON GLEN E. ROBERTSON2010-08-13

Plan Statistics for MINI-SYSTEMS, INC. RETIREMENT PLAN

401k plan membership statisitcs for MINI-SYSTEMS, INC. RETIREMENT PLAN

Measure Date Value
2022: MINI-SYSTEMS, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01135
Total number of active participants reported on line 7a of the Form 55002022-01-01107
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0113
Total of all active and inactive participants2022-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01121
Number of participants with account balances2022-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: MINI-SYSTEMS, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01125
Total number of active participants reported on line 7a of the Form 55002021-01-01110
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0125
Total of all active and inactive participants2021-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01135
Number of participants with account balances2021-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: MINI-SYSTEMS, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01130
Total number of active participants reported on line 7a of the Form 55002020-01-01105
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0118
Total of all active and inactive participants2020-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01123
Number of participants with account balances2020-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: MINI-SYSTEMS, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01125
Total number of active participants reported on line 7a of the Form 55002019-01-01108
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0121
Total of all active and inactive participants2019-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01130
Number of participants with account balances2019-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: MINI-SYSTEMS, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01117
Total number of active participants reported on line 7a of the Form 55002018-01-01112
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01125
Number of participants with account balances2018-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: MINI-SYSTEMS, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01118
Total number of active participants reported on line 7a of the Form 55002017-01-01101
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0116
Total of all active and inactive participants2017-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01117
Number of participants with account balances2017-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: MINI-SYSTEMS, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01127
Total number of active participants reported on line 7a of the Form 55002016-01-0196
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0122
Total of all active and inactive participants2016-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01118
Number of participants with account balances2016-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: MINI-SYSTEMS, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01131
Total number of active participants reported on line 7a of the Form 55002015-01-01106
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01127
Number of participants with account balances2015-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: MINI-SYSTEMS, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01133
Total number of active participants reported on line 7a of the Form 55002014-01-01109
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0119
Total of all active and inactive participants2014-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01128
Number of participants with account balances2014-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: MINI-SYSTEMS, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01140
Total number of active participants reported on line 7a of the Form 55002013-01-01114
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01130
Number of participants with account balances2013-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: MINI-SYSTEMS, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01138
Total number of active participants reported on line 7a of the Form 55002012-01-01119
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01129
Number of participants with account balances2012-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: MINI-SYSTEMS, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01148
Total number of active participants reported on line 7a of the Form 55002011-01-01122
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01136
Number of participants with account balances2011-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: MINI-SYSTEMS, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01147
Total number of active participants reported on line 7a of the Form 55002009-01-01123
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01136
Number of participants with account balances2009-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on MINI-SYSTEMS, INC. RETIREMENT PLAN

Measure Date Value
2022 : MINI-SYSTEMS, INC. RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-462,562
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$338,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$325,249
Expenses. Certain deemed distributions of participant loans2022-12-31$-1,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$409,629
Value of total assets at end of year2022-12-31$5,411,014
Value of total assets at beginning of year2022-12-31$6,212,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$15,383
Total interest from all sources2022-12-31$7,346
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$252,049
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$252,049
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$296,414
Participant contributions at end of year2022-12-31$187,498
Participant contributions at beginning of year2022-12-31$172,193
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,557
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$15,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-801,311
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,411,014
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,212,325
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,126,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,661,686
Interest on participant loans2022-12-31$6,240
Interest earned on other investments2022-12-31$1,106
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$1,244,853
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$97,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$133,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,020,073
Net investment gain or loss from common/collective trusts2022-12-31$-111,513
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$111,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$325,249
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MARCUM LLP
Accountancy firm EIN2022-12-31111986323
2021 : MINI-SYSTEMS, INC. RETIREMENT 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$1,188,382
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$595,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$602,566
Expenses. Certain deemed distributions of participant loans2021-12-31$-9,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$402,679
Value of total assets at end of year2021-12-31$6,212,325
Value of total assets at beginning of year2021-12-31$5,619,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,632
Total interest from all sources2021-12-31$5,982
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$402,147
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$402,147
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$291,234
Participant contributions at end of year2021-12-31$172,193
Participant contributions at beginning of year2021-12-31$118,722
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,764
Administrative expenses (other) incurred2021-12-31$2,632
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$593,107
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,212,325
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,619,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,661,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,221,535
Interest on participant loans2021-12-31$5,264
Interest earned on other investments2021-12-31$718
Value of interest in common/collective trusts at end of year2021-12-31$1,244,853
Value of interest in common/collective trusts at beginning of year2021-12-31$1,157,099
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$133,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$121,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$265,371
Net investment gain or loss from common/collective trusts2021-12-31$112,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$109,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$602,566
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 name2021-12-31MARCUM LLP
Accountancy firm EIN2021-12-31111986323
2020 : MINI-SYSTEMS, INC. RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,012,854
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$444,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$443,174
Expenses. Certain deemed distributions of participant loans2020-12-31$-1,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$402,085
Value of total assets at end of year2020-12-31$5,619,218
Value of total assets at beginning of year2020-12-31$5,050,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,862
Total interest from all sources2020-12-31$7,532
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$230,334
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$230,334
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$265,892
Participant contributions at end of year2020-12-31$118,722
Participant contributions at beginning of year2020-12-31$129,362
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$38,256
Administrative expenses (other) incurred2020-12-31$2,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$568,737
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,619,218
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,050,481
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,221,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,760,503
Interest on participant loans2020-12-31$6,308
Interest earned on other investments2020-12-31$1,224
Value of interest in common/collective trusts at end of year2020-12-31$1,157,099
Value of interest in common/collective trusts at beginning of year2020-12-31$1,042,270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$121,862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$118,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$254,277
Net investment gain or loss from common/collective trusts2020-12-31$118,626
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$97,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$443,174
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PICCERELLI, GILSTEIN & COMPANY, LLP
Accountancy firm EIN2020-12-31050353162
2019 : MINI-SYSTEMS, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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$1,155,860
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$103,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$101,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$382,839
Value of total assets at end of year2019-12-31$5,050,481
Value of total assets at beginning of year2019-12-31$3,997,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,947
Total interest from all sources2019-12-31$7,990
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$316,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$316,451
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$247,561
Participant contributions at end of year2019-12-31$129,362
Participant contributions at beginning of year2019-12-31$129,550
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$44,704
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$1,947
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$1,052,553
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,050,481
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,997,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,760,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,760,638
Interest on participant loans2019-12-31$6,643
Interest earned on other investments2019-12-31$1,347
Value of interest in common/collective trusts at end of year2019-12-31$1,042,270
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$118,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$107,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$374,548
Net investment gain or loss from common/collective trusts2019-12-31$74,032
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$90,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$101,360
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PICCERELLI, GILSTEIN & COMPANY, LLP
Accountancy firm EIN2019-12-31050353162
2018 : MINI-SYSTEMS, INC. RETIREMENT 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$88,614
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$364,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$341,997
Expenses. Certain deemed distributions of participant loans2018-12-31$20,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$327,670
Value of total assets at end of year2018-12-31$3,997,928
Value of total assets at beginning of year2018-12-31$4,273,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,816
Total interest from all sources2018-12-31$5,944
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$242,182
Participant contributions at end of year2018-12-31$129,550
Participant contributions at beginning of year2018-12-31$110,349
Administrative expenses (other) incurred2018-12-31$1,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-275,545
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,997,928
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,273,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$3,760,638
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,063,408
Interest on participant loans2018-12-31$4,737
Interest earned on other investments2018-12-31$1,207
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$107,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$99,716
Net investment gain/loss from pooled separate accounts2018-12-31$-245,000
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$85,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$341,997
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 name2018-12-31PICCERELLI, GILSTEIN & COMPANY, LLP
Accountancy firm EIN2018-12-31050353162
2017 : MINI-SYSTEMS, INC. RETIREMENT 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$801,482
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$346,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$330,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$253,416
Value of total assets at end of year2017-12-31$4,273,473
Value of total assets at beginning of year2017-12-31$3,818,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,827
Total interest from all sources2017-12-31$4,215
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$197,316
Participant contributions at end of year2017-12-31$110,349
Participant contributions at beginning of year2017-12-31$67,130
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,412
Other income not declared elsewhere2017-12-31$11,421
Administrative expenses (other) incurred2017-12-31$15,827
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$455,075
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,273,473
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,818,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$4,063,408
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,665,358
Interest on participant loans2017-12-31$3,146
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,069
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$99,716
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$85,910
Net investment gain/loss from pooled separate accounts2017-12-31$532,430
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$53,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$330,580
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 name2017-12-31PICCERELLI, GILSTEIN & COMPANY, LLP
Accountancy firm EIN2017-12-31050353162
2016 : MINI-SYSTEMS, INC. RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$522,380
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$360,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$334,660
Expenses. Certain deemed distributions of participant loans2016-12-31$14,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$217,566
Value of total assets at end of year2016-12-31$3,818,398
Value of total assets at beginning of year2016-12-31$3,656,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,692
Total interest from all sources2016-12-31$3,444
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$173,642
Participant contributions at end of year2016-12-31$67,130
Participant contributions at beginning of year2016-12-31$85,416
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,747
Other income not declared elsewhere2016-12-31$10,667
Administrative expenses (other) incurred2016-12-31$11,692
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$161,785
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,818,398
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,656,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$3,665,358
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,493,041
Interest on participant loans2016-12-31$2,493
Interest earned on other investments2016-12-31$951
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$85,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$78,156
Net investment gain/loss from pooled separate accounts2016-12-31$290,703
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$41,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$334,660
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 name2016-12-31PICCERELLI, GILSTEIN & COMPANY, LLP
Accountancy firm EIN2016-12-31050353162
2015 : MINI-SYSTEMS, INC. RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$162,973
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$408,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$363,270
Expenses. Certain deemed distributions of participant loans2015-12-31$44,583
Value of total corrective distributions2015-12-31$242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$204,218
Value of total assets at end of year2015-12-31$3,656,613
Value of total assets at beginning of year2015-12-31$3,902,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$386
Total interest from all sources2015-12-31$3,575
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$160,673
Participant contributions at end of year2015-12-31$85,416
Participant contributions at beginning of year2015-12-31$130,615
Administrative expenses (other) incurred2015-12-31$386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-245,508
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,656,613
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,902,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$3,493,041
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,701,099
Interest on participant loans2015-12-31$2,678
Interest earned on other investments2015-12-31$897
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$78,156
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$70,407
Net investment gain/loss from pooled separate accounts2015-12-31$-44,820
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$43,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$363,270
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 name2015-12-31PICCERELLI, GILSTEIN & COMPANY, LLP
Accountancy firm EIN2015-12-31050353162
2014 : MINI-SYSTEMS, INC. RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$421,088
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$134,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$132,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$197,177
Value of total assets at end of year2014-12-31$3,902,121
Value of total assets at beginning of year2014-12-31$3,615,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,390
Total interest from all sources2014-12-31$4,885
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$156,624
Participant contributions at end of year2014-12-31$130,615
Participant contributions at beginning of year2014-12-31$84,398
Administrative expenses (other) incurred2014-12-31$1,390
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$287,078
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,902,121
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,615,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$3,701,099
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,458,880
Interest on participant loans2014-12-31$4,042
Interest earned on other investments2014-12-31$843
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$70,407
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$71,765
Net investment gain/loss from pooled separate accounts2014-12-31$219,026
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$40,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$132,620
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PICCERELLI, GILSTEIN & COMPANY, LLP
Accountancy firm EIN2014-12-31050353162
2013 : MINI-SYSTEMS, INC. RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-16,409
Total unrealized appreciation/depreciation of assets2013-12-31$-16,409
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$768,988
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$271,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$261,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$241,087
Value of total assets at end of year2013-12-31$3,615,043
Value of total assets at beginning of year2013-12-31$3,117,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,839
Total interest from all sources2013-12-31$781
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$183,693
Participant contributions at end of year2013-12-31$84,398
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$12,216
Administrative expenses (other) incurred2013-12-31$9,839
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$497,814
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,615,043
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,117,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$3,458,880
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,957,938
Interest on participant loans2013-12-31$781
Interest earned on other investments2013-12-31$0
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$10,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$10,908
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$71,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$22,058
Net investment gain/loss from pooled separate accounts2013-12-31$543,040
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$45,178
Income. Dividends from common stock2013-12-31$489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$261,335
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$126,325
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PICCERELLI, GILSTEIN & COMPANY, LLP
Accountancy firm EIN2013-12-31050353162
2012 : MINI-SYSTEMS, INC. RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,253
Total unrealized appreciation/depreciation of assets2012-12-31$1,253
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$573,090
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$319,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$296,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$182,945
Value of total assets at end of year2012-12-31$3,117,229
Value of total assets at beginning of year2012-12-31$2,864,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,018
Total interest from all sources2012-12-31$116
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$5,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$142,530
Administrative expenses (other) incurred2012-12-31$23,018
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$1,981
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$253,099
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,117,229
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,864,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,957,938
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,681,266
Interest earned on other investments2012-12-31$116
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$10,908
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$14,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$14,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$22,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$26,143
Net investment gain/loss from pooled separate accounts2012-12-31$382,983
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$40,415
Income. Dividends from common stock2012-12-31$5,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$296,973
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$126,325
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$140,529
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 name2012-12-31PICCERELLI, GILSTEIN & COMPANY, LLP
Accountancy firm EIN2012-12-31050353162
2011 : MINI-SYSTEMS, INC. RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$31,085
Total unrealized appreciation/depreciation of assets2011-12-31$31,085
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$111,104
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$189,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$171,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$192,421
Value of total assets at end of year2011-12-31$2,864,130
Value of total assets at beginning of year2011-12-31$2,942,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,884
Total interest from all sources2011-12-31$154
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$5,653
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$149,211
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$1,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-78,500
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,864,130
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,942,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,681,266
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,787,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$14,211
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$154
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$26,143
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$26,936
Net investment gain/loss from pooled separate accounts2011-12-31$-118,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$43,210
Income. Dividends from common stock2011-12-31$5,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$171,720
Contract administrator fees2011-12-31$17,884
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
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$140,529
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$127,791
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 name2011-12-31PICCERELLI, GILSTEIN & COMPANY, LLP
Accountancy firm EIN2011-12-31050353162
2010 : MINI-SYSTEMS, INC. RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,086
Total unrealized appreciation/depreciation of assets2010-12-31$1,086
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$540,527
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$114,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$98,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$191,689
Value of total assets at end of year2010-12-31$2,942,630
Value of total assets at beginning of year2010-12-31$2,516,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,413
Total interest from all sources2010-12-31$610
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$5,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$149,387
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,157
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
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$426,361
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,942,630
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,516,269
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
Investment advisory and management fees2010-12-31$100
Value of interest in pooled separate accounts at end of year2010-12-31$2,787,903
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,367,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$14,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$14,943
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$26,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$25,284
Net investment gain/loss from pooled separate accounts2010-12-31$341,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$41,145
Income. Dividends from common stock2010-12-31$5,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$98,753
Contract administrator fees2010-12-31$15,313
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
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$127,791
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$108,362
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 name2010-12-31ARTHUR P. BERGERON & COMPANY, P.C.
Accountancy firm EIN2010-12-31042915906

Form 5500 Responses for MINI-SYSTEMS, INC. RETIREMENT PLAN

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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number915842-01
Policy instance 1
Insurance contract or identification number915842-01
Number of Individuals Covered10
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 number915842-01
Policy instance 1
Insurance contract or identification number915842-01
Number of Individuals Covered13
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 number915842-01
Policy instance 1
Insurance contract or identification number915842-01
Number of Individuals Covered13
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number915842-01
Policy instance 1
Insurance contract or identification number915842-01
Number of Individuals Covered108
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number915842-01
Policy instance 1
Insurance contract or identification number915842-01
Number of Individuals Covered103
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 number915842-01
Policy instance 1
Insurance contract or identification number915842-01
Number of Individuals Covered94
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 number915842-01
Policy instance 1
Insurance contract or identification number915842-01
Number of Individuals Covered107
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 number915842-01
Policy instance 1
Insurance contract or identification number915842-01
Number of Individuals Covered111
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 number915842-01
Policy instance 2
Insurance contract or identification number915842-01
Number of Individuals Covered108
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number63697
Policy instance 1
Insurance contract or identification number63697
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,517
Total amount of fees paid to insurance companyUSD $405
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,517
Insurance broker organization code?3
Amount paid for insurance broker fees405
Additional information about fees paid to insurance brokerTPA ADMINISTRATOR ALLOWANCE
Insurance broker nameTHE ANGELL PENSION GROUP, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number63697
Policy instance 1
Insurance contract or identification number63697
Number of Individuals Covered96
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,524
Total amount of fees paid to insurance companyUSD $7,077
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,524
Insurance broker organization code?3
Amount paid for insurance broker fees7077
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker nameKENNETH D. ANDERSON
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number63697
Policy instance 1
Insurance contract or identification number63697
Number of Individuals Covered114
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,345
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number63697
Policy instance 1
Insurance contract or identification number63697
Number of Individuals Covered113
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,135
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $6,135
Insurance broker organization code?3
Insurance broker nameNRP FINANCIAL INC.

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