401k Plan data: ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN plan

ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN
Plan identification number	001

ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ALLEN & GERRITSEN, INC. has sponsored the creation of one or more 401k plans.

Company Name: ALLEN & GERRITSEN, INC.

Employer identification number (EIN): 042961198

NAIC Classification: 541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 KEVIN SWEENEY KEVIN SWEENEY 2018-10-11
001 2016-01-01 LISA COSTA LISA COSTA 2017-10-11
001 2015-01-01 MAJJA DENNIS MAJJA DENNIS 2016-10-14
001 2014-01-01 MAJJA DENNIS MAJJA DENNIS 2015-10-16
001 2013-01-01 MAJJA DENNIS 2014-08-27 MAJJA DENNIS 2014-08-27
001 2012-01-01 DAN LYONS 2013-09-13 DAN LYONS 2013-09-13
001 2011-01-01 DANIEL A. LYONS 2012-10-03 DANIEL A. LYONS 2012-10-03
001 2010-01-01 DAN LYONS 2011-07-18 DAN LYONS 2011-07-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	KEVIN SWEENEY		KEVIN SWEENEY	2018-10-11
001	2016-01-01	LISA COSTA		LISA COSTA	2017-10-11
001	2015-01-01	MAJJA DENNIS		MAJJA DENNIS	2016-10-14
001	2014-01-01	MAJJA DENNIS		MAJJA DENNIS	2015-10-16
001	2013-01-01	MAJJA DENNIS	2014-08-27	MAJJA DENNIS	2014-08-27
001	2012-01-01	DAN LYONS	2013-09-13	DAN LYONS	2013-09-13
001	2011-01-01	DANIEL A. LYONS	2012-10-03	DANIEL A. LYONS	2012-10-03
001	2010-01-01	DAN LYONS	2011-07-18	DAN LYONS	2011-07-18

Plan Statistics for ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022: ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 93
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 68
Total of all active and inactive participants 2022-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 161
Number of participants with account balances 2022-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 11
2021: ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 79
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 65
Total of all active and inactive participants 2021-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 144
Number of participants with account balances 2021-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6
2020: ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 74
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 74
Total of all active and inactive participants 2020-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 148
Number of participants with account balances 2020-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 94
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 69
Total of all active and inactive participants 2019-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 163
Number of participants with account balances 2019-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 9
2018: ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 103
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 69
Total of all active and inactive participants 2018-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 172
Number of participants with account balances 2018-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 10
2017: ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 201
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 85
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 68
Total of all active and inactive participants 2017-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 153
Number of participants with account balances 2017-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 13
2016: ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 143
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 57
Total of all active and inactive participants 2016-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 200
Number of participants with account balances 2016-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 11
2015: ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 185
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 146
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 42
Total of all active and inactive participants 2015-01-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 188
Number of participants with account balances 2015-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 9
2014: ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 148
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 36
Total of all active and inactive participants 2014-01-01 184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 184
Number of participants with account balances 2014-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 15

Measure	Date	Value
2022: ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	93
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	68
Total of all active and inactive participants	2022-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	161
Number of participants with account balances	2022-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	11
2021: ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	79
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	65
Total of all active and inactive participants	2021-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	144
Number of participants with account balances	2021-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6
2020: ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	74
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	74
Total of all active and inactive participants	2020-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	148
Number of participants with account balances	2020-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	94
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	69
Total of all active and inactive participants	2019-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	163
Number of participants with account balances	2019-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	9
2018: ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	103
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	69
Total of all active and inactive participants	2018-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	172
Number of participants with account balances	2018-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	10
2017: ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	201
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	85
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	68
Total of all active and inactive participants	2017-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	153
Number of participants with account balances	2017-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	13
2016: ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	143
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	57
Total of all active and inactive participants	2016-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	200
Number of participants with account balances	2016-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	11
2015: ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	185
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	146
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	42
Total of all active and inactive participants	2015-01-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	188
Number of participants with account balances	2015-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	9
2014: ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	148
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	36
Total of all active and inactive participants	2014-01-01	184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	184
Number of participants with account balances	2014-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	15

Financial Data on ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-682,404
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$280,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$222,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,201,896
Value of total assets at end of year	2022-12-31	$12,256,914
Value of total assets at beginning of year	2022-12-31	$13,219,365
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$58,023
Total interest from all sources	2022-12-31	$1,603
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$197,219
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$197,219
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$776,912
Participant contributions at end of year	2022-12-31	$33,023
Participant contributions at beginning of year	2022-12-31	$40,276
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$27,136
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$178,376
Other income not declared elsewhere	2022-12-31	$13,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-962,451
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$12,256,914
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$13,219,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$28,065
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$10,269,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$11,075,641
Interest on participant loans	2022-12-31	$1,603
Value of interest in common/collective trusts at end of year	2022-12-31	$1,941,542
Value of interest in common/collective trusts at beginning of year	2022-12-31	$1,867,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,114,223
Net investment gain or loss from common/collective trusts	2022-12-31	$17,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$246,608
Employer contributions (assets) at end of year	2022-12-31	$12,844
Employer contributions (assets) at beginning of year	2022-12-31	$209,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$222,024
Contract administrator fees	2022-12-31	$29,958
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	TONNESON & COMPANY , PC
Accountancy firm EIN	2022-12-31	042943536
2021 : ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$2,479,990
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,278,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,205,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$859,840
Value of total assets at end of year	2021-12-31	$13,219,365
Value of total assets at beginning of year	2021-12-31	$14,018,117
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$73,609
Total interest from all sources	2021-12-31	$1,580
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$24,824
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$24,824
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$649,093
Participant contributions at end of year	2021-12-31	$40,276
Participant contributions at beginning of year	2021-12-31	$72,008
Participant contributions at end of year	2021-12-31	$27,136
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,465
Other income not declared elsewhere	2021-12-31	$64,222
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-798,752
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$13,219,365
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$14,018,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$11,075,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$6,754,795
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$5,230,855
Interest on participant loans	2021-12-31	$1,580
Value of interest in common/collective trusts at end of year	2021-12-31	$1,867,030
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,960,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$979,053
Net investment gain/loss from pooled separate accounts	2021-12-31	$549,867
Net investment gain or loss from common/collective trusts	2021-12-31	$604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$209,282
Employer contributions (assets) at end of year	2021-12-31	$209,282
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,205,133
Contract administrator fees	2021-12-31	$73,609
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	TONNESON & COMPANY , PC
Accountancy firm EIN	2021-12-31	042943536
2020 : ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$2,413,420
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$758,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$700,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$715,817
Value of total assets at end of year	2020-12-31	$14,018,117
Value of total assets at beginning of year	2020-12-31	$12,363,078
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$57,904
Total interest from all sources	2020-12-31	$20,057
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$72,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$72,590
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$593,815
Participant contributions at end of year	2020-12-31	$72,008
Participant contributions at beginning of year	2020-12-31	$50,872
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$71,038
Other income not declared elsewhere	2020-12-31	$57,742
Administrative expenses (other) incurred	2020-12-31	$57,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,655,039
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$14,018,117
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$12,363,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$6,754,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,594,458
Value of interest in pooled separate accounts at end of year	2020-12-31	$5,230,855
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$5,155,125
Interest on participant loans	2020-12-31	$1,393
Interest earned on other investments	2020-12-31	$18,664
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,960,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,562,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$973,523
Net investment gain/loss from pooled separate accounts	2020-12-31	$573,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$50,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$700,477
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	TONNESON & COMPANY , PC
Accountancy firm EIN	2020-12-31	042943536
2019 : ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,435,733
Total income from all sources (including contributions)	2019-12-31	$3,435,733
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$978,099
Total of all expenses incurred	2019-12-31	$978,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$887,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$887,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,119,121
Value of total assets at end of year	2019-12-31	$12,363,078
Value of total assets at beginning of year	2019-12-31	$9,905,444
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$90,413
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$90,413
Total interest from all sources	2019-12-31	$22,338
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$73,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$73,430
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$807,226
Participant contributions at end of year	2019-12-31	$50,872
Participant contributions at beginning of year	2019-12-31	$20,602
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$111,510
Other income not declared elsewhere	2019-12-31	$88,205
Other income not declared elsewhere	2019-12-31	$88,205
Administrative expenses (other) incurred	2019-12-31	$90,413
Administrative expenses (other) incurred	2019-12-31	$90,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,457,634
Value of net income/loss	2019-12-31	$2,457,634
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$12,363,078
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,905,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,594,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,364,593
Value of interest in pooled separate accounts at end of year	2019-12-31	$5,155,125
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$4,133,344
Interest on participant loans	2019-12-31	$2,931
Interest earned on other investments	2019-12-31	$19,407
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,562,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,386,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,025,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,025,417
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,107,222
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,107,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$200,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$887,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$887,686
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	TONNESON & COMPANY , PC
Accountancy firm name	2019-12-31	TONNESON & COMPANY , PC
Accountancy firm EIN	2019-12-31	042943536
Accountancy firm EIN	2019-12-31	042943536
2018 : ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$191,557
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,560,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,507,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$944,100
Value of total assets at end of year	2018-12-31	$9,905,444
Value of total assets at beginning of year	2018-12-31	$11,274,477
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$52,690
Total interest from all sources	2018-12-31	$18,541
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$68,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$68,364
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$728,678
Participant contributions at end of year	2018-12-31	$20,602
Participant contributions at beginning of year	2018-12-31	$40,441
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$77,787
Other income not declared elsewhere	2018-12-31	$58,926
Administrative expenses (other) incurred	2018-12-31	$52,690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,369,033
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$9,905,444
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$11,274,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,364,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,803,321
Value of interest in pooled separate accounts at end of year	2018-12-31	$4,133,344
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$5,042,657
Interest on participant loans	2018-12-31	$1,470
Interest earned on other investments	2018-12-31	$17,071
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,386,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,388,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-218,366
Net investment gain/loss from pooled separate accounts	2018-12-31	$-680,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$137,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,507,900
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	TONNESON & COMPANY , PC
Accountancy firm EIN	2018-12-31	042943536
2017 : ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$3,103,213
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,911,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,910,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,263,733
Value of total assets at end of year	2017-12-31	$11,274,477
Value of total assets at beginning of year	2017-12-31	$10,082,794
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,159
Total interest from all sources	2017-12-31	$16,712
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$55,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$55,221
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$869,651
Participant contributions at end of year	2017-12-31	$40,441
Participant contributions at beginning of year	2017-12-31	$52,240
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$176,611
Administrative expenses (other) incurred	2017-12-31	$1,159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,191,683
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$11,274,477
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$10,082,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,803,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,122,027
Value of interest in pooled separate accounts at end of year	2017-12-31	$5,042,657
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$4,688,001
Interest on participant loans	2017-12-31	$1,942
Interest earned on other investments	2017-12-31	$14,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,388,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,220,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$793,367
Net investment gain/loss from pooled separate accounts	2017-12-31	$974,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$217,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,910,371
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	TONNESON & COMPANY , PC
Accountancy firm EIN	2017-12-31	042943536
2016 : ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$2,062,242
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$920,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$918,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,355,498
Value of total assets at end of year	2016-12-31	$10,082,794
Value of total assets at beginning of year	2016-12-31	$8,940,790
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,394
Total interest from all sources	2016-12-31	$16,295
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$46,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$46,616
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$902,814
Participant contributions at end of year	2016-12-31	$52,240
Participant contributions at beginning of year	2016-12-31	$92,765
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$-572
Administrative expenses (other) incurred	2016-12-31	$1,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Income. Non cash contributions	2016-12-31	$223,150
Value of net income/loss	2016-12-31	$1,142,004
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$10,082,794
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$8,940,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$4,122,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,470,720
Value of interest in pooled separate accounts at end of year	2016-12-31	$4,688,001
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$4,225,549
Interest on participant loans	2016-12-31	$3,092
Interest earned on other investments	2016-12-31	$13,203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,220,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,151,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$246,639
Net investment gain/loss from pooled separate accounts	2016-12-31	$397,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$229,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$918,844
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	TONNESON & COMPANY , PC
Accountancy firm EIN	2016-12-31	042943536
2015 : ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$9,434
Total income from all sources (including contributions)	2015-12-31	$1,188,079
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$622,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$620,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,104,163
Value of total assets at end of year	2015-12-31	$8,940,790
Value of total assets at beginning of year	2015-12-31	$8,384,278
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,410
Total interest from all sources	2015-12-31	$16,636
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$36,122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$36,122
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$865,390
Participant contributions at end of year	2015-12-31	$92,765
Participant contributions at beginning of year	2015-12-31	$70,568
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$52,450
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$9,434
Administrative expenses (other) incurred	2015-12-31	$1,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$565,946
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$8,940,790
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,374,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,470,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,025,182
Value of interest in pooled separate accounts at end of year	2015-12-31	$4,225,549
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$4,192,360
Interest on participant loans	2015-12-31	$2,474
Interest earned on other investments	2015-12-31	$14,162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,151,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,096,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$6,390
Net investment gain/loss from pooled separate accounts	2015-12-31	$24,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$186,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$620,723
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	TONNESON & COMPANY, PC
Accountancy firm EIN	2015-12-31	042943536
2014 : ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$9,434
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	$1,516,068
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$568,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$567,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,261,724
Value of total assets at end of year	2014-12-31	$8,384,278
Value of total assets at beginning of year	2014-12-31	$7,427,209
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,430
Total interest from all sources	2014-12-31	$19,472
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$20,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$20,159
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$480,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$842,141
Participant contributions at end of year	2014-12-31	$70,568
Participant contributions at beginning of year	2014-12-31	$49,484
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$256,226
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$9,434
Administrative expenses (other) incurred	2014-12-31	$1,430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$947,635
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,374,844
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$7,427,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,025,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$412,312
Value of interest in pooled separate accounts at end of year	2014-12-31	$4,192,360
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$5,929,740
Interest on participant loans	2014-12-31	$5,035
Interest earned on other investments	2014-12-31	$14,437
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,096,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,035,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$152,584
Net investment gain/loss from pooled separate accounts	2014-12-31	$62,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$163,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$567,003
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	TONNESON & COMPANY, PC
Accountancy firm EIN	2014-12-31	042943536

Form 5500 Responses for ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN

2022: ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ALLEN & GERRITSEN, INC. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

041051

Policy instance

Insurance contract or identification number	041051
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

041051

Policy instance

Insurance contract or identification number	041051
Number of Individuals Covered	148
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

041051

Policy instance

Insurance contract or identification number	041051
Number of Individuals Covered	163
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

041051

Policy instance

Insurance contract or identification number	041051
Number of Individuals Covered	172
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,947
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3947
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PLAN
Insurance broker organization code?	4

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

041051

Policy instance

Insurance contract or identification number	041051
Number of Individuals Covered	153
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $7,464
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	7464
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PLAN
Insurance broker organization code?	4
Insurance broker name	LPL FINANCIAL LLC

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

041051

Policy instance

Insurance contract or identification number	041051
Number of Individuals Covered	188
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $16,822
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	16822
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PLAN
Insurance broker organization code?	4
Insurance broker name	LPL FINANCIAL LLC

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

041051

Policy instance

Insurance contract or identification number	041051
Number of Individuals Covered	184
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $12,745
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	12745
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PLAN
Insurance broker organization code?	4
Insurance broker name	LPL FINANCIAL LLC

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ALLEN & GERRITSEN, INC.
Employer identification number (EIN):	042961198
NAIC Classification:	541800