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CENTRIX INCORPORATED 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCENTRIX INCORPORATED 401(K) PROFIT SHARING PLAN
Plan identification number 002

CENTRIX INCORPORATED 401(K) PROFIT SHARING 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CENTRIX, INC. has sponsored the creation of one or more 401k plans.

Company Name:CENTRIX, INC.
Employer identification number (EIN):060864733
NAIC Classification:339110

Additional information about CENTRIX, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0752519

More information about CENTRIX, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRIX INCORPORATED 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01DONNA REES
0022017-01-01DONNA REES
0022016-01-01DONNA REES
0022015-01-01DONNA REES
0022014-01-01DONNA REES
0022013-01-01DONNA REES
0022012-01-01DONNA REES
0022011-01-01DONNA REES
0022010-01-01DONNA REES
0022009-01-01DONNA REES

Plan Statistics for CENTRIX INCORPORATED 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CENTRIX INCORPORATED 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: CENTRIX INCORPORATED 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01119
Total number of active participants reported on line 7a of the Form 55002022-01-0180
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-0127
Total of all active and inactive participants2022-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01114
Number of participants with account balances2022-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: CENTRIX INCORPORATED 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01122
Total number of active participants reported on line 7a of the Form 55002021-01-0178
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-0130
Total of all active and inactive participants2021-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01117
Number of participants with account balances2021-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: CENTRIX INCORPORATED 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01118
Total number of active participants reported on line 7a of the Form 55002020-01-0182
Number of retired or separated participants receiving benefits2020-01-019
Number of other retired or separated participants entitled to future benefits2020-01-0131
Total of all active and inactive participants2020-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01122
Number of participants with account balances2020-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: CENTRIX INCORPORATED 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01122
Total number of active participants reported on line 7a of the Form 55002019-01-0185
Number of retired or separated participants receiving benefits2019-01-019
Number of other retired or separated participants entitled to future benefits2019-01-0123
Total of all active and inactive participants2019-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01117
Number of participants with account balances2019-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: CENTRIX INCORPORATED 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01124
Total number of active participants reported on line 7a of the Form 55002018-01-0183
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-0126
Total of all active and inactive participants2018-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01114
Number of participants with account balances2018-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: CENTRIX INCORPORATED 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01115
Total number of active participants reported on line 7a of the Form 55002017-01-0178
Number of retired or separated participants receiving benefits2017-01-018
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01109
Number of participants with account balances2017-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: CENTRIX INCORPORATED 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01119
Total number of active participants reported on line 7a of the Form 55002016-01-0181
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01109
Number of participants with account balances2016-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: CENTRIX INCORPORATED 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01117
Total number of active participants reported on line 7a of the Form 55002015-01-0188
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01115
Number of participants with account balances2015-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: CENTRIX INCORPORATED 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01119
Total number of active participants reported on line 7a of the Form 55002014-01-0186
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0128
Total of all active and inactive participants2014-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01114
Number of participants with account balances2014-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: CENTRIX INCORPORATED 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01118
Total number of active participants reported on line 7a of the Form 55002013-01-0196
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0119
Total of all active and inactive participants2013-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01115
Number of participants with account balances2013-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: CENTRIX INCORPORATED 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01114
Total number of active participants reported on line 7a of the Form 55002012-01-01102
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01118
Number of participants with account balances2012-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: CENTRIX INCORPORATED 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01114
Total number of active participants reported on line 7a of the Form 55002011-01-0195
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01111
Number of participants with account balances2011-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: CENTRIX INCORPORATED 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01115
Total number of active participants reported on line 7a of the Form 55002010-01-0192
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0118
Total of all active and inactive participants2010-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01111
Number of participants with account balances2010-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: CENTRIX INCORPORATED 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01128
Total number of active participants reported on line 7a of the Form 55002009-01-0193
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01115
Number of participants with account balances2009-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on CENTRIX INCORPORATED 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : CENTRIX INCORPORATED 401(K) PROFIT SHARING 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$0
Total income from all sources (including contributions)2022-12-31$-2,042,183
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,212,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,201,201
Expenses. Certain deemed distributions of participant loans2022-12-31$7,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$584,281
Value of total assets at end of year2022-12-31$11,759,871
Value of total assets at beginning of year2022-12-31$15,015,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,940
Total interest from all sources2022-12-31$16,922
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$394,125
Participant contributions at end of year2022-12-31$143,373
Participant contributions at beginning of year2022-12-31$153,173
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,695
Administrative expenses (other) incurred2022-12-31$3,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,255,152
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,759,871
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,015,023
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$10,774,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,995,450
Interest on participant loans2022-12-31$9,045
Interest earned on other investments2022-12-31$7,877
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$842,040
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$866,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,643,386
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$185,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,201,201
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 name2022-12-31WALSH & DICKINSON
Accountancy firm EIN2022-12-31823222207
2021 : CENTRIX INCORPORATED 401(K) PROFIT SHARING 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$2,624,524
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$813,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$804,858
Expenses. Certain deemed distributions of participant loans2021-12-31$6,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$547,718
Value of total assets at end of year2021-12-31$15,015,023
Value of total assets at beginning of year2021-12-31$13,204,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,613
Total interest from all sources2021-12-31$18,620
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$354,487
Participant contributions at end of year2021-12-31$153,173
Participant contributions at beginning of year2021-12-31$200,692
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$13,223
Administrative expenses (other) incurred2021-12-31$2,613
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$1,811,001
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,015,023
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,204,022
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$13,995,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,050,537
Interest on participant loans2021-12-31$10,638
Interest earned on other investments2021-12-31$7,982
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$866,400
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$952,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,058,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$180,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$804,858
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 name2021-12-31WALSH & DICKINSON
Accountancy firm EIN2021-12-31823222207
2020 : CENTRIX INCORPORATED 401(K) PROFIT SHARING 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$2,240,872
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$808,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$806,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$446,405
Value of total assets at end of year2020-12-31$13,204,022
Value of total assets at beginning of year2020-12-31$11,771,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,000
Total interest from all sources2020-12-31$14,218
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$809,035
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$809,035
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$310,716
Participant contributions at end of year2020-12-31$200,692
Participant contributions at beginning of year2020-12-31$158,090
Administrative expenses (other) incurred2020-12-31$2,000
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$1,432,364
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,204,022
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,771,658
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$12,050,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,566,577
Interest on participant loans2020-12-31$3,983
Interest earned on other investments2020-12-31$10,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$952,793
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,046,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$971,214
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$135,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$806,508
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WALSH & DICKINSON
Accountancy firm EIN2020-12-31823222207
2019 : CENTRIX INCORPORATED 401(K) PROFIT SHARING 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$2,956,666
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,410,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,387,232
Expenses. Certain deemed distributions of participant loans2019-12-31$21,246
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$643,967
Value of total assets at end of year2019-12-31$11,771,658
Value of total assets at beginning of year2019-12-31$11,225,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,225
Total interest from all sources2019-12-31$22,028
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$525,227
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$525,227
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$375,404
Participant contributions at end of year2019-12-31$158,090
Participant contributions at beginning of year2019-12-31$127,540
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$60,354
Administrative expenses (other) incurred2019-12-31$2,225
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$545,963
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,771,658
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,225,695
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$10,566,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,953,544
Interest on participant loans2019-12-31$8,507
Interest earned on other investments2019-12-31$13,521
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,046,991
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,144,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,765,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$208,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,387,232
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 name2019-12-31WALSH & DICKINSON
Accountancy firm EIN2019-12-31823222207
2018 : CENTRIX INCORPORATED 401(K) PROFIT SHARING 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$0
Total income from all sources (including contributions)2018-12-31$-235,330
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$377,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$373,308
Expenses. Certain deemed distributions of participant loans2018-12-31$984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$639,669
Value of total assets at end of year2018-12-31$11,225,695
Value of total assets at beginning of year2018-12-31$11,838,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,553
Total interest from all sources2018-12-31$7,856
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$715,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$715,274
Administrative expenses professional fees incurred2018-12-31$3,553
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$387,076
Participant contributions at end of year2018-12-31$127,540
Participant contributions at beginning of year2018-12-31$192,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-613,175
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,225,695
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,838,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,953,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,470,493
Interest on participant loans2018-12-31$7,856
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,144,611
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,176,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,598,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$252,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$373,308
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 name2018-12-31WALSH & DICKINSON
Accountancy firm EIN2018-12-31823222207
2017 : CENTRIX INCORPORATED 401(K) PROFIT SHARING 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$2,164,986
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,784,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,778,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$596,115
Value of total assets at end of year2017-12-31$11,838,870
Value of total assets at beginning of year2017-12-31$11,457,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,194
Total interest from all sources2017-12-31$8,792
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$499,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$499,977
Administrative expenses professional fees incurred2017-12-31$5,194
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$404,661
Participant contributions at end of year2017-12-31$192,282
Participant contributions at beginning of year2017-12-31$185,251
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$7,248
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$380,875
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,838,870
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,457,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,470,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,219,516
Interest on participant loans2017-12-31$8,792
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,176,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,053,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,060,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$184,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,778,917
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 name2017-12-31WALSH & DICKINSON
Accountancy firm EIN2017-12-31823222207
2016 : CENTRIX INCORPORATED 401(K) PROFIT SHARING 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$1,540,952
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$925,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$919,060
Expenses. Certain deemed distributions of participant loans2016-12-31$2,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$715,072
Value of total assets at end of year2016-12-31$11,457,995
Value of total assets at beginning of year2016-12-31$10,842,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,030
Total interest from all sources2016-12-31$8,713
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$325,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$325,959
Administrative expenses professional fees incurred2016-12-31$4,030
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$411,254
Participant contributions at end of year2016-12-31$185,251
Participant contributions at beginning of year2016-12-31$204,166
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$18,735
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$615,412
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,457,995
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,842,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,219,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,643,654
Interest on participant loans2016-12-31$8,713
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,053,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$994,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$491,208
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$285,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$919,060
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 name2016-12-31BLUM SHAPIRO & CO
Accountancy firm EIN2016-12-31061009205
2015 : CENTRIX INCORPORATED 401(K) PROFIT SHARING 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$430,404
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$706,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$701,284
Expenses. Certain deemed distributions of participant loans2015-12-31$2,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$673,776
Value of total assets at end of year2015-12-31$10,842,583
Value of total assets at beginning of year2015-12-31$11,119,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,987
Total interest from all sources2015-12-31$9,048
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
Administrative expenses professional fees incurred2015-12-31$2,987
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$410,457
Participant contributions at end of year2015-12-31$204,166
Participant contributions at beginning of year2015-12-31$200,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-276,439
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,842,583
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,119,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,643,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,736,847
Interest on participant loans2015-12-31$9,048
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$994,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,181,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-252,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$263,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$701,284
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 name2015-12-31BLUM SHAPIRO & CO
Accountancy firm EIN2015-12-31061009205
2014 : CENTRIX INCORPORATED 401(K) PROFIT SHARING 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$1,307,532
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$481,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$477,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$692,948
Value of total assets at end of year2014-12-31$11,119,022
Value of total assets at beginning of year2014-12-31$10,293,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,860
Total interest from all sources2014-12-31$9,389
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
Administrative expenses professional fees incurred2014-12-31$3,860
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$391,225
Participant contributions at end of year2014-12-31$200,334
Participant contributions at beginning of year2014-12-31$191,447
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$17,451
Other income not declared elsewhere2014-12-31$429
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$825,725
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,119,022
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,293,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,736,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,137,603
Interest on participant loans2014-12-31$9,389
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,181,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$964,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$604,766
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$284,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$477,947
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 name2014-12-31BLUM SHAPIRO & CO
Accountancy firm EIN2014-12-31061009205
2013 : CENTRIX INCORPORATED 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$11,730
Total unrealized appreciation/depreciation of assets2013-12-31$11,730
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,499,501
Total loss/gain on sale of assets2013-12-31$6,934
Total of all expenses incurred2013-12-31$655,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$651,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$714,394
Value of total assets at end of year2013-12-31$10,293,297
Value of total assets at beginning of year2013-12-31$8,449,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,605
Total interest from all sources2013-12-31$9,276
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$486,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$485,373
Administrative expenses professional fees incurred2013-12-31$3,605
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$407,568
Participant contributions at end of year2013-12-31$191,447
Participant contributions at beginning of year2013-12-31$181,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,844,111
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,293,297
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,449,186
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$9,137,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,966,111
Interest on participant loans2013-12-31$7,908
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$212,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$212,560
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,368
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$964,247
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$912,495
Asset value of US Government securities at beginning of year2013-12-31$75,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,271,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$306,826
Income. Dividends from common stock2013-12-31$678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$651,785
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$32,605
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$68,723
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$370,793
Aggregate carrying amount (costs) on sale of assets2013-12-31$363,859
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 name2013-12-31BLUM SHAPIRO & CO
Accountancy firm EIN2013-12-31061009205
2012 : CENTRIX INCORPORATED 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$17,600
Total unrealized appreciation/depreciation of assets2012-12-31$17,600
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,477,583
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$513,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$509,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$768,897
Value of total assets at end of year2012-12-31$8,449,186
Value of total assets at beginning of year2012-12-31$7,485,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,773
Total interest from all sources2012-12-31$13,939
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$684
Administrative expenses professional fees incurred2012-12-31$3,773
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$423,558
Participant contributions at end of year2012-12-31$181,226
Participant contributions at beginning of year2012-12-31$155,347
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$24,905
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$963,861
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,449,186
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,485,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,966,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,039,880
Interest on participant loans2012-12-31$7,617
Income. Interest from corporate debt instruments2012-12-31$1,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$212,560
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$193,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$193,346
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$4,726
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$912,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$938,433
Asset value of US Government securities at end of year2012-12-31$75,466
Asset value of US Government securities at beginning of year2012-12-31$74,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$673,902
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$320,434
Income. Dividends from common stock2012-12-31$2,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$509,949
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$32,605
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$29,202
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$68,723
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$54,342
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 name2012-12-31BLUM SHAPIRO & COMPANY
Accountancy firm EIN2012-12-31061009205
2011 : CENTRIX INCORPORATED 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$12,326
Total unrealized appreciation/depreciation of assets2011-12-31$12,326
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$583,178
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$497,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$494,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$766,922
Value of total assets at end of year2011-12-31$7,485,325
Value of total assets at beginning of year2011-12-31$7,399,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,813
Total interest from all sources2011-12-31$12,573
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$434
Administrative expenses professional fees incurred2011-12-31$2,813
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$413,746
Participant contributions at end of year2011-12-31$155,347
Participant contributions at beginning of year2011-12-31$109,537
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$45,348
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$85,749
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,485,325
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,399,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,039,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,260,974
Interest on participant loans2011-12-31$6,259
Income. Interest from corporate debt instruments2011-12-31$1,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$193,346
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$7,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$7,492
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4,718
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$938,433
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$728,717
Asset value of US Government securities at end of year2011-12-31$74,775
Asset value of US Government securities at beginning of year2011-12-31$66,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-209,479
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$307,828
Income. Dividends from common stock2011-12-31$402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$494,616
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$29,202
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$202,029
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$54,342
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$24,242
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BLUM SHAPIRO & COMPANY
Accountancy firm EIN2011-12-31061009205
2010 : CENTRIX INCORPORATED 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-839
Total unrealized appreciation/depreciation of assets2010-12-31$-839
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$1,230,666
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$695,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$693,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$627,215
Value of total assets at end of year2010-12-31$7,399,576
Value of total assets at beginning of year2010-12-31$6,864,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,675
Total interest from all sources2010-12-31$7,985
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$1,675
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$366,657
Participant contributions at end of year2010-12-31$109,537
Participant contributions at beginning of year2010-12-31$123,710
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$27,307
Other income not declared elsewhere2010-12-31$3,410
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$535,166
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,399,576
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,864,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,260,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,763,441
Interest on participant loans2010-12-31$6,252
Interest earned on other investments2010-12-31$1,410
Income. Interest from corporate debt instruments2010-12-31$323
Value of interest in common/collective trusts at beginning of year2010-12-31$949,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$7,492
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$728,717
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$66,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$591,045
Net investment gain or loss from common/collective trusts2010-12-31$1,850
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$260,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$693,825
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$202,029
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$24,242
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 name2010-12-31BLUM SHAPIRO & COMPANY
Accountancy firm EIN2010-12-31061009205
2009 : CENTRIX INCORPORATED 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CENTRIX INCORPORATED 401(K) PROFIT SHARING PLAN

2022: CENTRIX INCORPORATED 401(K) PROFIT SHARING 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: CENTRIX INCORPORATED 401(K) PROFIT SHARING 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: CENTRIX INCORPORATED 401(K) PROFIT SHARING 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: CENTRIX INCORPORATED 401(K) PROFIT SHARING 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: CENTRIX INCORPORATED 401(K) PROFIT SHARING 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: CENTRIX INCORPORATED 401(K) PROFIT SHARING 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: CENTRIX INCORPORATED 401(K) PROFIT SHARING 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: CENTRIX INCORPORATED 401(K) PROFIT SHARING 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: CENTRIX INCORPORATED 401(K) PROFIT SHARING 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: CENTRIX INCORPORATED 401(K) PROFIT SHARING 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: CENTRIX INCORPORATED 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: CENTRIX INCORPORATED 401(K) PROFIT SHARING 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
2010: CENTRIX INCORPORATED 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CENTRIX INCORPORATED 401(K) PROFIT SHARING 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 – 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 number332250-01
Policy instance 1
Insurance contract or identification number332250-01
Number of Individuals Covered24
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,847
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $949
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332250-01
Policy instance 1
Insurance contract or identification number332250-01
Number of Individuals Covered26
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,545
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $865
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332250-01
Policy instance 1
Insurance contract or identification number332250-01
Number of Individuals Covered29
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,551
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $867
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332250-01
Policy instance 1
Insurance contract or identification number332250-01
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,171
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,653
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332250-01
Policy instance 1
Insurance contract or identification number332250-01
Number of Individuals Covered31
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,565
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,565
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332250-01
Policy instance 1
Insurance contract or identification number332250-01
Number of Individuals Covered32
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,228
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,228
Insurance broker organization code?3
Insurance broker nameJOHN JACOBS
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332250-01
Policy instance 1
Insurance contract or identification number332250-01
Number of Individuals Covered32
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,766
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $3,766
Insurance broker organization code?3
Insurance broker nameJOHN JACOBS
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332250-01
Policy instance 1
Insurance contract or identification number332250-01
Number of Individuals Covered35
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,243
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $4,243
Insurance broker organization code?3
Insurance broker nameJOHN JACOBS
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332250-01
Policy instance 1
Insurance contract or identification number332250-01
Number of Individuals Covered38
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,140
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $3,140
Insurance broker organization code?3
Insurance broker nameJOHN JACOBS
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332250-01
Policy instance 1
Insurance contract or identification number332250-01
Number of Individuals Covered105
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,200
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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?Yes
Commission paid to Insurance BrokerUSD $3,200
Insurance broker organization code?3
Insurance broker nameJOHN JACOBS
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332250-01
Policy instance 1
Insurance contract or identification number332250-01
Number of Individuals Covered100
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,600
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number33250-01
Policy instance 1
Insurance contract or identification number33250-01
Number of Individuals Covered41
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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

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