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BILL GRAYS, INC. 401(K) PLAN 401k Plan overview

Plan NameBILL GRAYS, INC. 401(K) PLAN
Plan identification number 001

BILL GRAYS, INC. 401(K) 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:BILL GRAYS, INC.
Employer identification number (EIN):160909818
NAIC Classification:722513
NAIC Description:Limited-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BILL GRAYS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVE HOFSTETTER
0012017-01-01DAVE HOFSTETTER
0012016-01-01DAVE HOFSTETTER
0012015-01-01DAVE HOFSTETTER
0012014-01-01DAVE HOFSTETTER
0012013-01-01JOHN GONZALEZ
0012012-01-01JOHN GONZALEZ
0012011-01-01JOHN GONZALEZ
0012009-01-01JOHN GONZALEZ

Plan Statistics for BILL GRAYS, INC. 401(K) PLAN

401k plan membership statisitcs for BILL GRAYS, INC. 401(K) PLAN

Measure Date Value
2022: BILL GRAYS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01358
Total number of active participants reported on line 7a of the Form 55002022-01-01308
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0127
Total of all active and inactive participants2022-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01335
Number of participants with account balances2022-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BILL GRAYS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01377
Total number of active participants reported on line 7a of the Form 55002021-01-01306
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0141
Total of all active and inactive participants2021-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01347
Number of participants with account balances2021-01-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BILL GRAYS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01400
Total number of active participants reported on line 7a of the Form 55002020-01-01333
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0139
Total of all active and inactive participants2020-01-01372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01372
Number of participants with account balances2020-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BILL GRAYS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01360
Total number of active participants reported on line 7a of the Form 55002019-01-01380
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0120
Total of all active and inactive participants2019-01-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01400
Number of participants with account balances2019-01-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BILL GRAYS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01306
Total number of active participants reported on line 7a of the Form 55002018-01-01317
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01350
Number of participants with account balances2018-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BILL GRAYS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01328
Total number of active participants reported on line 7a of the Form 55002017-01-01298
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-018
Total of all active and inactive participants2017-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01306
Number of participants with account balances2017-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BILL GRAYS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01307
Total number of active participants reported on line 7a of the Form 55002016-01-01278
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01285
Number of participants with account balances2016-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BILL GRAYS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01211
Total number of active participants reported on line 7a of the Form 55002015-01-01260
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01266
Number of participants with account balances2015-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BILL GRAYS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01266
Total number of active participants reported on line 7a of the Form 55002014-01-01206
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01211
Number of participants with account balances2014-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BILL GRAYS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01285
Total number of active participants reported on line 7a of the Form 55002013-01-01261
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01266
Number of participants with account balances2013-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BILL GRAYS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01289
Total number of active participants reported on line 7a of the Form 55002012-01-01255
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01260
Number of participants with account balances2012-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BILL GRAYS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01261
Total number of active participants reported on line 7a of the Form 55002011-01-01236
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01239
Number of participants with account balances2011-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BILL GRAYS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01254
Total number of active participants reported on line 7a of the Form 55002009-01-01220
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01226
Number of participants with account balances2009-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BILL GRAYS, INC. 401(K) PLAN

Measure Date Value
2022 : BILL GRAYS, INC. 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$0
Total income from all sources (including contributions)2022-12-31$-1,433,314
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,169,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,075,249
Expenses. Certain deemed distributions of participant loans2022-12-31$6,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$903,871
Value of total assets at end of year2022-12-31$8,990,940
Value of total assets at beginning of year2022-12-31$11,594,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$87,517
Total interest from all sources2022-12-31$34,610
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$16,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$16,971
Administrative expenses professional fees incurred2022-12-31$615
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$631,440
Participant contributions at end of year2022-12-31$216,219
Participant contributions at beginning of year2022-12-31$208,028
Participant contributions at end of year2022-12-31$232
Participant contributions at beginning of year2022-12-31$22,966
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,205
Other income not declared elsewhere2022-12-31$19,302
Administrative expenses (other) incurred2022-12-31$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,603,077
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,990,940
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,594,017
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$19,766
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,005,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$796,359
Value of interest in pooled separate accounts at end of year2022-12-31$6,064,552
Value of interest in pooled separate accounts at beginning of year2022-12-31$8,887,519
Interest on participant loans2022-12-31$10,077
Interest earned on other investments2022-12-31$24,533
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$704,270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,669,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-357,622
Net investment gain/loss from pooled separate accounts2022-12-31$-2,050,446
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$271,226
Employer contributions (assets) at end of year2022-12-31$114
Employer contributions (assets) at beginning of year2022-12-31$9,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,075,249
Contract administrator fees2022-12-31$66,936
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 name2022-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2022-12-31161092347
2021 : BILL GRAYS, INC. 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$2,344,694
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$819,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$728,110
Value of total corrective distributions2021-12-31$1,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$843,934
Value of total assets at end of year2021-12-31$11,594,017
Value of total assets at beginning of year2021-12-31$10,069,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$90,719
Total interest from all sources2021-12-31$38,642
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$17,183
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$17,183
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$595,974
Participant contributions at end of year2021-12-31$208,028
Participant contributions at beginning of year2021-12-31$183,243
Participant contributions at end of year2021-12-31$22,966
Participant contributions at beginning of year2021-12-31$18,559
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$20,078
Administrative expenses (other) incurred2021-12-31$90,719
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$1,524,811
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,594,017
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,069,206
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$796,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$613,644
Value of interest in pooled separate accounts at end of year2021-12-31$8,887,519
Value of interest in pooled separate accounts at beginning of year2021-12-31$7,050,182
Interest on participant loans2021-12-31$8,748
Interest earned on other investments2021-12-31$29,894
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,669,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,195,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$47,394
Net investment gain/loss from pooled separate accounts2021-12-31$1,377,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$247,960
Employer contributions (assets) at end of year2021-12-31$9,463
Employer contributions (assets) at beginning of year2021-12-31$7,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$728,110
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 name2021-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2021-12-31161092347
2020 : BILL GRAYS, INC. 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$2,500,282
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$411,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$359,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$802,517
Value of total assets at end of year2020-12-31$10,069,206
Value of total assets at beginning of year2020-12-31$7,980,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$52,349
Total interest from all sources2020-12-31$28,578
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$9,986
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$9,986
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$542,021
Participant contributions at end of year2020-12-31$183,243
Participant contributions at beginning of year2020-12-31$150,520
Participant contributions at end of year2020-12-31$18,559
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$35,811
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$15,942
Administrative expenses (other) incurred2020-12-31$52,349
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$2,088,927
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,069,206
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,980,279
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$613,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$35,414
Value of interest in pooled separate accounts at end of year2020-12-31$7,050,182
Value of interest in pooled separate accounts at beginning of year2020-12-31$7,108,634
Interest on participant loans2020-12-31$9,455
Interest earned on other investments2020-12-31$19,123
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,195,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$685,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$231,411
Net investment gain/loss from pooled separate accounts2020-12-31$1,411,848
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$224,685
Employer contributions (assets) at end of year2020-12-31$7,898
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$359,006
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 name2020-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2020-12-31161092347
2019 : BILL GRAYS, INC. 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$2,192,155
Total income from all sources (including contributions)2019-12-31$2,192,155
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$140,368
Total of all expenses incurred2019-12-31$140,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$110,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$110,536
Value of total corrective distributions2019-12-31$7,189
Value of total corrective distributions2019-12-31$7,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$675,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$675,597
Value of total assets at end of year2019-12-31$7,980,279
Value of total assets at end of year2019-12-31$7,980,279
Value of total assets at beginning of year2019-12-31$5,928,492
Value of total assets at beginning of year2019-12-31$5,928,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,643
Total interest from all sources2019-12-31$15,190
Total interest from all sources2019-12-31$15,190
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$398
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$398
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$398
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$398
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$467,948
Contributions received from participants2019-12-31$467,948
Participant contributions at end of year2019-12-31$150,520
Participant contributions at end of year2019-12-31$150,520
Participant contributions at beginning of year2019-12-31$196,868
Participant contributions at beginning of year2019-12-31$196,868
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$22,643
Administrative expenses (other) incurred2019-12-31$22,643
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$2,051,787
Value of net income/loss2019-12-31$2,051,787
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,980,279
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,980,279
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,928,492
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,928,492
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$35,414
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$35,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,407
Value of interest in pooled separate accounts at end of year2019-12-31$7,108,634
Value of interest in pooled separate accounts at end of year2019-12-31$7,108,634
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,387,909
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,387,909
Interest on participant loans2019-12-31$10,308
Interest on participant loans2019-12-31$10,308
Interest earned on other investments2019-12-31$4,882
Interest earned on other investments2019-12-31$4,882
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$685,711
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$685,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$327,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$327,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,455
Net investment gain/loss from pooled separate accounts2019-12-31$1,496,515
Net investment gain/loss from pooled separate accounts2019-12-31$1,496,515
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$207,649
Contributions received in cash from employer2019-12-31$207,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$110,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$110,536
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm name2019-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2019-12-31161092347
Accountancy firm EIN2019-12-31161092347
2018 : BILL GRAYS, INC. 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$37,382
Total income from all sources (including contributions)2018-12-31$212,539
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$284,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$235,365
Value of total corrective distributions2018-12-31$37,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$567,265
Value of total assets at end of year2018-12-31$5,928,492
Value of total assets at beginning of year2018-12-31$6,038,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$12,050
Total interest from all sources2018-12-31$11,087
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$193
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$193
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$393,590
Participant contributions at end of year2018-12-31$196,868
Participant contributions at beginning of year2018-12-31$128,668
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$37,382
Administrative expenses (other) incurred2018-12-31$12,050
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-72,258
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,928,492
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,000,750
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$16,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,501
Value of interest in pooled separate accounts at end of year2018-12-31$5,387,909
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,541,465
Interest on participant loans2018-12-31$8,232
Interest earned on other investments2018-12-31$2,855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$327,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$353,379
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,164
Net investment gain/loss from pooled separate accounts2018-12-31$-363,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$173,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$235,365
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 name2018-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2018-12-31161092347
2017 : BILL GRAYS, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$37,382
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$39,966
Total income from all sources (including contributions)2017-12-31$1,287,612
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$583,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$576,914
Value of total corrective distributions2017-12-31$39,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$323,746
Value of total assets at end of year2017-12-31$6,038,132
Value of total assets at beginning of year2017-12-31$5,336,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$-33,193
Total interest from all sources2017-12-31$6,210
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$124
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$124
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$236,348
Participant contributions at end of year2017-12-31$128,668
Participant contributions at beginning of year2017-12-31$85,717
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$37,382
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$39,966
Other income not declared elsewhere2017-12-31$119
Administrative expenses (other) incurred2017-12-31$-33,193
Total non interest bearing cash at end of year2017-12-31$119
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$703,925
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,000,750
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,296,825
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$14,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,419
Value of interest in pooled separate accounts at end of year2017-12-31$5,541,465
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,764,624
Interest on participant loans2017-12-31$3,290
Interest earned on other investments2017-12-31$2,920
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$353,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$475,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,417
Net investment gain/loss from pooled separate accounts2017-12-31$955,996
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$87,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$576,914
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 name2017-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2017-12-31161092347
2016 : BILL GRAYS, INC. 401(K) 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$39,966
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$539,187
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$218,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$181,593
Value of total corrective distributions2016-12-31$33,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$296,435
Value of total assets at end of year2016-12-31$5,336,791
Value of total assets at beginning of year2016-12-31$4,975,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,322
Total interest from all sources2016-12-31$7,270
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$105
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$105
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$198,196
Participant contributions at end of year2016-12-31$85,717
Participant contributions at beginning of year2016-12-31$110,827
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$29,330
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$39,966
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$3,322
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$321,025
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,296,825
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,975,800
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$11,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,015
Value of interest in pooled separate accounts at end of year2016-12-31$4,764,624
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,458,979
Interest on participant loans2016-12-31$3,947
Interest earned on other investments2016-12-31$3,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$475,031
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$404,979
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,720
Net investment gain/loss from pooled separate accounts2016-12-31$233,657
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$68,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$181,593
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 name2016-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2016-12-31161092347
2015 : BILL GRAYS, INC. 401(K) 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$330,147
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$365,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$350,858
Value of total corrective distributions2015-12-31$9,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$264,414
Value of total assets at end of year2015-12-31$4,975,800
Value of total assets at beginning of year2015-12-31$5,011,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,266
Total interest from all sources2015-12-31$8,188
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$10
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$10
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$212,469
Participant contributions at end of year2015-12-31$110,827
Participant contributions at beginning of year2015-12-31$109,256
Other income not declared elsewhere2015-12-31$1,078
Administrative expenses (other) incurred2015-12-31$5,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-35,435
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,975,800
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,011,235
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$1,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$4,458,979
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,475,891
Interest on participant loans2015-12-31$4,680
Interest earned on other investments2015-12-31$3,508
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$404,979
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$426,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-38
Net investment gain/loss from pooled separate accounts2015-12-31$56,495
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$51,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$350,858
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 name2015-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2015-12-31161092347
2014 : BILL GRAYS, INC. 401(K) 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$566,274
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$597,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$584,082
Expenses. Certain deemed distributions of participant loans2014-12-31$7,877
Value of total corrective distributions2014-12-31$344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$242,918
Value of total assets at end of year2014-12-31$5,011,235
Value of total assets at beginning of year2014-12-31$5,042,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,386
Total interest from all sources2014-12-31$8,226
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$197,484
Participant contributions at end of year2014-12-31$109,256
Participant contributions at beginning of year2014-12-31$108,580
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$1,434
Administrative expenses (other) incurred2014-12-31$5,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-31,415
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,011,235
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,042,650
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$4,475,891
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,588,119
Interest on participant loans2014-12-31$4,200
Interest earned on other investments2014-12-31$4,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$426,088
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$344,375
Net investment gain/loss from pooled separate accounts2014-12-31$315,130
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$45,434
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$584,082
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 name2014-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2014-12-31161092347
2013 : BILL GRAYS, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,241,719
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$44,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$38,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$227,674
Value of total assets at end of year2013-12-31$5,042,650
Value of total assets at beginning of year2013-12-31$3,845,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,946
Total interest from all sources2013-12-31$8,465
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$188,894
Participant contributions at end of year2013-12-31$108,580
Participant contributions at beginning of year2013-12-31$101,225
Participant contributions at end of year2013-12-31$1,434
Participant contributions at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$5,946
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$1,197,039
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,042,650
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,845,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$4,588,119
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,343,599
Interest on participant loans2013-12-31$4,135
Interest earned on other investments2013-12-31$4,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$344,375
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$400,787
Net investment gain/loss from pooled separate accounts2013-12-31$1,005,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$38,780
Employer contributions (assets) at end of year2013-12-31$142
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$38,734
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2013-12-31161092347
2012 : BILL GRAYS, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$666,567
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$71,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$66,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$210,719
Value of total assets at end of year2012-12-31$3,845,611
Value of total assets at beginning of year2012-12-31$3,250,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,136
Total interest from all sources2012-12-31$9,785
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$400,000
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$173,936
Participant contributions at end of year2012-12-31$101,225
Participant contributions at beginning of year2012-12-31$94,364
Administrative expenses (other) incurred2012-12-31$5,136
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$41
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$595,321
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,845,611
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,250,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$3,343,599
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,779,665
Interest on participant loans2012-12-31$3,613
Interest earned on other investments2012-12-31$6,172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$400,787
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$376,220
Net investment gain/loss from pooled separate accounts2012-12-31$446,063
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$36,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$66,110
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 name2012-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2012-12-31161092347
2011 : BILL GRAYS, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$125,166
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$140,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$135,122
Value of total corrective distributions2011-12-31$309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$195,023
Value of total assets at end of year2011-12-31$3,250,290
Value of total assets at beginning of year2011-12-31$3,265,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,439
Total interest from all sources2011-12-31$11,151
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$400,000
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$164,841
Participant contributions at end of year2011-12-31$94,364
Participant contributions at beginning of year2011-12-31$102,753
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$3,671
Other income not declared elsewhere2011-12-31$41
Administrative expenses (other) incurred2011-12-31$5,439
Total non interest bearing cash at end of year2011-12-31$41
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-15,704
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,250,290
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,265,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,779,665
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,735,180
Interest on participant loans2011-12-31$3,899
Interest earned on other investments2011-12-31$7,252
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$376,220
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$423,734
Net investment gain/loss from pooled separate accounts2011-12-31$-81,049
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$30,182
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$135,122
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 name2011-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2011-12-31161092347
2010 : BILL GRAYS, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$546,258
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$98,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$92,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$216,267
Value of total assets at end of year2010-12-31$3,265,994
Value of total assets at beginning of year2010-12-31$2,817,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,802
Total interest from all sources2010-12-31$10,859
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
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$400,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$176,656
Participant contributions at end of year2010-12-31$102,753
Participant contributions at beginning of year2010-12-31$110,440
Participant contributions at end of year2010-12-31$3,671
Participant contributions at beginning of year2010-12-31$2,811
Administrative expenses (other) incurred2010-12-31$5,802
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$448,088
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,265,994
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,817,906
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 pooled separate accounts at end of year2010-12-31$2,735,180
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,466,744
Interest on participant loans2010-12-31$4,396
Interest earned on other investments2010-12-31$6,463
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$423,734
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$237,309
Net investment gain/loss from pooled separate accounts2010-12-31$319,132
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$39,611
Employer contributions (assets) at end of year2010-12-31$656
Employer contributions (assets) at beginning of year2010-12-31$602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$92,368
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 name2010-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2010-12-31161092347
2009 : BILL GRAYS, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BILL GRAYS, INC. 401(K) PLAN

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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038987
Policy instance 1
Insurance contract or identification number038987
Number of Individuals Covered335
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038987
Policy instance 1
Insurance contract or identification number038987
Number of Individuals Covered347
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038987
Policy instance 1
Insurance contract or identification number038987
Number of Individuals Covered372
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038987
Policy instance 1
Insurance contract or identification number038987
Number of Individuals Covered400
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 $10,093
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
Amount paid for insurance broker fees10093
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038987
Policy instance 1
Insurance contract or identification number038987
Number of Individuals Covered350
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 $12,062
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
Amount paid for insurance broker fees12062
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038987
Policy instance 1
Insurance contract or identification number038987
Number of Individuals Covered306
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,238
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
Amount paid for insurance broker fees12238
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameM&T SECURITIES, INC.
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38987-001
Policy instance 1
Insurance contract or identification number38987-001
Number of Individuals Covered85
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,471
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
Amount paid for insurance broker fees12471
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameM & T SECURITIES, INC.
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38987-001
Policy instance 1
Insurance contract or identification number38987-001
Number of Individuals Covered211
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,570
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
Amount paid for insurance broker fees12570
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameM & T SECURITIES, INC.
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38987-001
Policy instance 1
Insurance contract or identification number38987-001
Number of Individuals Covered266
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,793
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
Amount paid for insurance broker fees10793
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameM & T SECURITIES, INC.
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38987-001
Policy instance 1
Insurance contract or identification number38987-001
Number of Individuals Covered260
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,797
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
Amount paid for insurance broker fees8797
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameM & T SECURITIES, INC.
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38987-001
Policy instance 1
Insurance contract or identification number38987-001
Number of Individuals Covered239
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,064
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38987-001
Policy instance 1
Insurance contract or identification number38987-001
Number of Individuals Covered235
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 $7,070
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
Amount paid for insurance broker fees7070
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameM & T SECURITIES, INC.

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