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ADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) PLAN 401k Plan overview

Plan NameADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) PLAN
Plan identification number 002

ADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ADRIANNA PAPELL, LLC has sponsored the creation of one or more 401k plans.

Company Name:ADRIANNA PAPELL, LLC
Employer identification number (EIN):133919793
NAIC Classification:424300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) 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
0022018-01-01
0022017-01-01ROSANA LEVIT
0022016-01-01ROSANA LEVIT
0022015-01-01ROSANA CARBALLADA LEVIT
0022015-01-01ROSANA LEVIT
0022014-01-01ROSS AMARANTE
0022014-01-01ROSS AMARANTE
0022013-01-01MR. ROSS AMARANTE2014-10-03
0022012-01-01HARVEY BERKMAN2013-05-15 HARVEY BERKMAN2013-05-15
0022011-01-01HARVEY BERKMAN2012-05-18
0022010-01-01HARVEY BERKMAN2011-06-29 HARVEY BERKMAN2011-06-27

Plan Statistics for ADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) PLAN

401k plan membership statisitcs for ADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) PLAN

Measure Date Value
2022: ADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01129
Total number of active participants reported on line 7a of the Form 55002022-01-0163
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0150
Total of all active and inactive participants2022-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01113
Number of participants with account balances2022-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01158
Total number of active participants reported on line 7a of the Form 55002021-01-0158
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0170
Total of all active and inactive participants2021-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01128
Number of participants with account balances2021-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01169
Total number of active participants reported on line 7a of the Form 55002020-01-0152
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01103
Total of all active and inactive participants2020-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01155
Number of participants with account balances2020-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01171
Total number of active participants reported on line 7a of the Form 55002019-01-01101
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0165
Total of all active and inactive participants2019-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01166
Number of participants with account balances2019-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01159
Total number of active participants reported on line 7a of the Form 55002018-01-01110
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0157
Total of all active and inactive participants2018-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01167
Number of participants with account balances2018-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01142
Total number of active participants reported on line 7a of the Form 55002017-01-01127
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0133
Total of all active and inactive participants2017-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01161
Number of participants with account balances2017-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01196
Total number of active participants reported on line 7a of the Form 55002016-01-0194
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0143
Total of all active and inactive participants2016-01-01138
Total participants2016-01-01138
Number of participants with account balances2016-01-01138
2015: ADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01126
Total number of active participants reported on line 7a of the Form 55002015-01-01173
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-01191
Total participants2015-01-01191
Number of participants with account balances2015-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01162
Total number of active participants reported on line 7a of the Form 55002014-01-01109
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0117
Total of all active and inactive participants2014-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01126
Number of participants with account balances2014-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on ADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) PLAN

Measure Date Value
2022 : ADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-611,574
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$246,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$223,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$465,253
Value of total assets at end of year2022-12-31$6,604,955
Value of total assets at beginning of year2022-12-31$7,462,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$23,245
Total interest from all sources2022-12-31$302
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$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$465,253
Participant contributions at end of year2022-12-31$19,051
Participant contributions at beginning of year2022-12-31$29,598
Participant contributions at end of year2022-12-31$12,733
Participant contributions at beginning of year2022-12-31$135
Other income not declared elsewhere2022-12-31$282,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-857,849
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,604,955
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,462,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$23,245
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,125,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,995,742
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$447,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$437,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,359,528
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$223,030
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 name2022-12-31GETTRY MARCUS CPA,P.C.
Accountancy firm EIN2022-12-31133418879
2021 : ADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,456,143
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$715,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$665,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$414,616
Value of total assets at end of year2021-12-31$7,462,804
Value of total assets at beginning of year2021-12-31$6,721,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$49,467
Total interest from all sources2021-12-31$644
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$334,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$334,855
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$414,616
Participant contributions at end of year2021-12-31$29,598
Participant contributions at beginning of year2021-12-31$29,902
Participant contributions at end of year2021-12-31$135
Participant contributions at beginning of year2021-12-31$10,522
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$740,889
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,462,804
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,721,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$49,467
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,995,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,940,401
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$437,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$741,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$706,028
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$665,787
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 name2021-12-31GETTRY MARCUS CPA,P.C.
Accountancy firm EIN2021-12-31133418879
2020 : ADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,188,506
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,080,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,043,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$391,976
Value of total assets at end of year2020-12-31$6,721,915
Value of total assets at beginning of year2020-12-31$6,614,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$37,456
Total interest from all sources2020-12-31$2,409
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$200,382
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$200,382
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$391,976
Participant contributions at end of year2020-12-31$29,902
Participant contributions at beginning of year2020-12-31$50,917
Participant contributions at end of year2020-12-31$10,522
Participant contributions at beginning of year2020-12-31$20,854
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$107,857
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,721,915
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,614,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$37,456
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,940,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,734,173
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$2,409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$741,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$808,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$593,739
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,043,193
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 name2020-12-31WAGNER & ZWERMAN, LLP
Accountancy firm EIN2020-12-31112836481
2019 : ADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,730,844
Total income from all sources (including contributions)2019-12-31$1,730,844
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,142,360
Total of all expenses incurred2019-12-31$1,142,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,107,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,107,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$559,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$559,613
Value of total assets at end of year2019-12-31$6,614,058
Value of total assets at end of year2019-12-31$6,614,058
Value of total assets at beginning of year2019-12-31$6,025,574
Value of total assets at beginning of year2019-12-31$6,025,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$34,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$34,885
Total interest from all sources2019-12-31$2,425
Total interest from all sources2019-12-31$2,425
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$107,112
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$107,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$107,112
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$107,112
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$559,613
Contributions received from participants2019-12-31$559,613
Participant contributions at end of year2019-12-31$50,917
Participant contributions at end of year2019-12-31$50,917
Participant contributions at beginning of year2019-12-31$20,657
Participant contributions at beginning of year2019-12-31$20,657
Participant contributions at end of year2019-12-31$20,854
Participant contributions at end of year2019-12-31$20,854
Participant contributions at beginning of year2019-12-31$38,603
Participant contributions at beginning of year2019-12-31$38,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$588,484
Value of net income/loss2019-12-31$588,484
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,614,058
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,614,058
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,025,574
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,025,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$34,885
Investment advisory and management fees2019-12-31$34,885
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,734,173
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,734,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,101,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,101,412
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest earned on other investments2019-12-31$2,425
Interest earned on other investments2019-12-31$2,425
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$808,114
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$808,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$864,902
Net investment gain/loss from pooled separate accounts2019-12-31$1,061,694
Net investment gain/loss from pooled separate accounts2019-12-31$1,061,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,107,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,107,475
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WAGNER & ZWERMAN, LLP
Accountancy firm name2019-12-31WAGNER & ZWERMAN, LLP
Accountancy firm EIN2019-12-31112836481
Accountancy firm EIN2019-12-31112836481
2018 : ADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$217,280
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$251,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$238,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$560,616
Value of total assets at end of year2018-12-31$6,025,574
Value of total assets at beginning of year2018-12-31$6,060,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$13,138
Total interest from all sources2018-12-31$1,088
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$69,342
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$69,342
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$547,899
Participant contributions at end of year2018-12-31$20,657
Participant contributions at beginning of year2018-12-31$27,075
Participant contributions at end of year2018-12-31$38,603
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$12,717
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-34,658
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,025,574
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,060,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$13,138
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,101,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,950,805
Interest on participant loans2018-12-31$1,088
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$864,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,082,352
Net investment gain/loss from pooled separate accounts2018-12-31$-413,766
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$238,800
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31WAGNER & ZWERMAN, LLP
Accountancy firm EIN2018-12-31112836481
2017 : ADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,272,388
Total of all expenses incurred2017-12-31$781,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$763,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$504,476
Value of total assets at end of year2017-12-31$6,060,232
Value of total assets at beginning of year2017-12-31$5,569,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,236
Total interest from all sources2017-12-31$13,720
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$503,800
Participant contributions at end of year2017-12-31$27,075
Participant contributions at beginning of year2017-12-31$10,749
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$676
Administrative expenses (other) incurred2017-12-31$2,816
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$491,231
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,060,232
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,569,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$14,420
Value of interest in pooled separate accounts at end of year2017-12-31$4,950,805
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,531,175
Interest on participant loans2017-12-31$1,236
Interest earned on other investments2017-12-31$12,484
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,082,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,027,077
Net investment gain/loss from pooled separate accounts2017-12-31$754,192
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$763,921
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31WAGNER & ZWERMAN, LLP
Accountancy firm EIN2017-12-31112836481
2016 : ADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$878,337
Total of all expenses incurred2016-12-31$951,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$930,720
Expenses. Certain deemed distributions of participant loans2016-12-31$20,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$469,493
Value of total assets at end of year2016-12-31$5,569,001
Value of total assets at beginning of year2016-12-31$5,642,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$790
Total interest from all sources2016-12-31$344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$468,349
Participant contributions at end of year2016-12-31$10,749
Participant contributions at beginning of year2016-12-31$28,309
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,144
Other income not declared elsewhere2016-12-31$12,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-73,173
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,569,001
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,642,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$4,531,175
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,527,225
Interest on participant loans2016-12-31$344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,027,077
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,086,640
Net investment gain/loss from pooled separate accounts2016-12-31$396,450
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$930,720
Contract administrator fees2016-12-31$790
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 name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : ADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$434,066
Total of all expenses incurred2015-12-31$340,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$324,523
Value of total corrective distributions2015-12-31$737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$496,347
Value of total assets at end of year2015-12-31$5,642,174
Value of total assets at beginning of year2015-12-31$5,548,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,410
Total interest from all sources2015-12-31$286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$48,657
Participant contributions at end of year2015-12-31$28,309
Participant contributions at beginning of year2015-12-31$13,578
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$48,657
Other income not declared elsewhere2015-12-31$13,886
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$93,396
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,642,174
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,548,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$4,527,225
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,541,185
Interest on participant loans2015-12-31$286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,086,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$994,015
Net investment gain/loss from pooled separate accounts2015-12-31$-76,453
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$447,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$324,523
Contract administrator fees2015-12-31$15,410
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 name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : ADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$822,435
Total of all expenses incurred2014-12-31$437,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$418,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$447,670
Value of total assets at end of year2014-12-31$5,548,778
Value of total assets at beginning of year2014-12-31$5,164,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$19,039
Total interest from all sources2014-12-31$523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$400,000
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$435,827
Participant contributions at end of year2014-12-31$13,578
Participant contributions at beginning of year2014-12-31$19,090
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$11,796
Other income not declared elsewhere2014-12-31$12,655
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$384,565
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,548,778
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,164,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$4,541,185
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,082,701
Interest on participant loans2014-12-31$523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$994,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,062,422
Net investment gain/loss from pooled separate accounts2014-12-31$361,587
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$47
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$418,831
Contract administrator fees2014-12-31$19,039
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 name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325

Form 5500 Responses for ADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) PLAN

2022: ADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ADRIANNA PAPELL, LLC EMPLOYEES PROFIT SHARING & 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE TRUST COMPANY FSB (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number509-70001
Policy instance 1
Insurance contract or identification number509-70001
Number of Individuals Covered63
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerNA
Insurance broker organization code?3
NATIONWIDE TRUST COMPANY FSB (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number509-70001
Policy instance 1
Insurance contract or identification number509-70001
Number of Individuals Covered58
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerNA
Insurance broker organization code?3
NATIONWIDE TRUST COMPANY FSB (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number509-70001
Policy instance 1
Insurance contract or identification number509-70001
Number of Individuals Covered52
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerNA
Insurance broker organization code?3
NATIONWIDE TRUST COMPANY FSB (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number509-70001
Policy instance 1
Insurance contract or identification number509-70001
Number of Individuals Covered151
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerNA
Insurance broker organization code?3
NATIONWIDE TRUST COMPANY FSB (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number509-70001
Policy instance 1
Insurance contract or identification number509-70001
Number of Individuals Covered149
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerNA
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995560
Policy instance 1
Insurance contract or identification number995560
Number of Individuals Covered131
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $14,667
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,667
Insurance broker organization code?3
Insurance broker nameMML INSURANCE AGENCY
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995560-000
Policy instance 1
Insurance contract or identification number995560-000
Number of Individuals Covered82
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $13,875
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,875
Insurance broker organization code?3
Insurance broker nameCOREY A SCHNEIDER, MML INS. AGENCY,
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995560-000
Policy instance 1
Insurance contract or identification number995560-000
Number of Individuals Covered67
Total amount of commissions paid to insurance brokerUSD $13,437
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,437
Insurance broker organization code?3
Insurance broker nameCOREY A SCHNEIDER, MML INS. AGENCY,

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