401k Plan data: OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN plan

OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 401k Plan overview

Plan Name	OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN
Plan identification number	002

OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
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

WILLET DAIRY, LLC has sponsored the creation of one or more 401k plans.

Company Name: WILLET DAIRY, LLC

Employer identification number (EIN): 161453541

NAIC Classification: 311500
NAIC Description: Dairy Product Manufacturing

Additional information about WILLET DAIRY, LLC

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1994-03-21

Company Identification Number: 1804990

Legal Registered Office Address: 2361 GENOA LANSING TOWNLINE RD
Cayuga
KING FERRY
United States of America (USA)
13081

More information about WILLET DAIRY, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 SUSAN ELDRED SUSAN ELDRED 2018-10-15
002 2016-01-01 SUSAN ELDRED 2017-09-21 SUSAN ELDRED 2017-09-21
002 2015-01-01 SARAH PLOSS 2016-06-21 SARAH PLOSS 2016-06-21
002 2014-01-01 SARAH PLOSS 2015-09-23 SARAH PLOSS 2015-09-23
002 2013-01-01 SARAH PLOSS 2014-09-02
002 2012-01-01 LYNDON ODELL 2013-08-20
002 2011-01-01 CAROL FOSHAY
002 2010-01-01 LYN ODEL
002 2009-01-01 CAROL FOSHAY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	SUSAN ELDRED		SUSAN ELDRED	2018-10-15
002	2016-01-01	SUSAN ELDRED	2017-09-21	SUSAN ELDRED	2017-09-21
002	2015-01-01	SARAH PLOSS	2016-06-21	SARAH PLOSS	2016-06-21
002	2014-01-01	SARAH PLOSS	2015-09-23	SARAH PLOSS	2015-09-23
002	2013-01-01	SARAH PLOSS	2014-09-02
002	2012-01-01	LYNDON ODELL	2013-08-20
002	2011-01-01	CAROL FOSHAY
002	2010-01-01	LYN ODEL
002	2009-01-01	CAROL FOSHAY

Plan Statistics for OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN

401k plan membership statisitcs for OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN

Measure Date Value
2022: OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 111
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 11
Total of all active and inactive participants 2022-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 122
Number of participants with account balances 2022-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 120
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 11
Total of all active and inactive participants 2021-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 131
Number of participants with account balances 2021-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 109
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 12
Total of all active and inactive participants 2020-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 121
Number of participants with account balances 2020-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 102
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 8
Total of all active and inactive participants 2019-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 110
Number of participants with account balances 2019-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 94
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 17
Total of all active and inactive participants 2018-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 111
Number of participants with account balances 2018-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 97
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 14
Total of all active and inactive participants 2017-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 111
Number of participants with account balances 2017-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2011: OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 88
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 88
Number of participants with account balances 2011-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2010: OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 84
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 85
Number of participants with account balances 2010-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 76
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 80
Number of participants with account balances 2009-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	111
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	11
Total of all active and inactive participants	2022-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	122
Number of participants with account balances	2022-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	120
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	11
Total of all active and inactive participants	2021-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	131
Number of participants with account balances	2021-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	109
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	12
Total of all active and inactive participants	2020-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	121
Number of participants with account balances	2020-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	102
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	8
Total of all active and inactive participants	2019-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	110
Number of participants with account balances	2019-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	94
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	17
Total of all active and inactive participants	2018-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	111
Number of participants with account balances	2018-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	97
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	14
Total of all active and inactive participants	2017-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	111
Number of participants with account balances	2017-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2011: OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	88
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	88
Number of participants with account balances	2011-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2010: OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	84
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	85
Number of participants with account balances	2010-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	76
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	80
Number of participants with account balances	2009-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN

Measure	Date	Value
2022 : OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2022 401k financial data
Total liabilities at end 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	$-322,804
Total of all expenses incurred	2022-12-31	$72,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$62,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$177,007
Value of total assets at end of year	2022-12-31	$2,826,523
Value of total assets at beginning of year	2022-12-31	$3,221,754
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$10,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$300,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$103,445
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-395,231
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,826,523
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,221,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$10,038
Value of interest in pooled separate accounts at end of year	2022-12-31	$2,825,434
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$3,184,546
Value of interest in common/collective trusts at end of year	2022-12-31	$1,089
Value of interest in common/collective trusts at beginning of year	2022-12-31	$36,915
Net investment gain/loss from pooled separate accounts	2022-12-31	$-499,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$73,562
Employer contributions (assets) at beginning of year	2022-12-31	$293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$62,389
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	FUSTCHARLES LLP
Accountancy firm EIN	2022-12-31	161226221
2021 : OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$626,853
Total of all expenses incurred	2021-12-31	$725,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$714,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$194,390
Value of total assets at end of year	2021-12-31	$3,221,754
Value of total assets at beginning of year	2021-12-31	$3,320,542
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$11,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$300,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$113,480
Participant contributions at beginning of year	2021-12-31	$152
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$233
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-98,788
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,221,754
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,320,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$11,027
Value of interest in pooled separate accounts at end of year	2021-12-31	$3,184,546
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$3,267,871
Value of interest in common/collective trusts at end of year	2021-12-31	$36,915
Value of interest in common/collective trusts at beginning of year	2021-12-31	$52,088
Net investment gain/loss from pooled separate accounts	2021-12-31	$432,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$80,677
Employer contributions (assets) at end of year	2021-12-31	$293
Employer contributions (assets) at beginning of year	2021-12-31	$431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$714,614
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FUST CHARLES CHAMBERS LLP
Accountancy firm EIN	2021-12-31	161226221
2020 : OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$48
Total income from all sources (including contributions)	2020-12-31	$606,608
Total of all expenses incurred	2020-12-31	$69,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$59,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$175,790
Value of total assets at end of year	2020-12-31	$3,320,542
Value of total assets at beginning of year	2020-12-31	$2,783,267
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$9,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$300,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$99,720
Participant contributions at end of year	2020-12-31	$152
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$48
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$537,323
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,320,542
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,783,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$9,364
Value of interest in pooled separate accounts at end of year	2020-12-31	$3,267,871
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$2,732,393
Value of interest in common/collective trusts at end of year	2020-12-31	$52,088
Value of interest in common/collective trusts at beginning of year	2020-12-31	$50,874
Net investment gain/loss from pooled separate accounts	2020-12-31	$430,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$76,070
Employer contributions (assets) at end of year	2020-12-31	$431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$59,921
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	FUST CHARLES CHAMBERS LLP
Accountancy firm EIN	2020-12-31	161226221
2019 : OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$48
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,860
Total income from all sources (including contributions)	2019-12-31	$618,650
Total of all expenses incurred	2019-12-31	$140,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$131,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$154,129
Value of total assets at end of year	2019-12-31	$2,783,267
Value of total assets at beginning of year	2019-12-31	$2,306,615
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$8,944
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$213,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$87,255
Participant contributions at beginning of year	2019-12-31	$545
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,944
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$48
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$1,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$478,464
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,783,219
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,304,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$8,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$0
Value of interest in pooled separate accounts at end of year	2019-12-31	$2,732,393
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,255,129
Value of interest in common/collective trusts at end of year	2019-12-31	$50,874
Value of interest in common/collective trusts at beginning of year	2019-12-31	$49,249
Net investment gain/loss from pooled separate accounts	2019-12-31	$464,521
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$64,930
Employer contributions (assets) at beginning of year	2019-12-31	$1,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$131,242
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	EVANS AND BENNETT, LLP
Accountancy firm EIN	2019-12-31	150551397
2018 : OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,860
Total income from all sources (including contributions)	2018-12-31	$9,190
Total of all expenses incurred	2018-12-31	$25,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$17,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$137,716
Value of total assets at end of year	2018-12-31	$2,306,615
Value of total assets at beginning of year	2018-12-31	$2,321,263
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$7,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$213,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$86,011
Participant contributions at end of year	2018-12-31	$545
Participant contributions at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$1,860
Other income not declared elsewhere	2018-12-31	$-272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-16,508
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,304,755
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,321,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$7,854
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$0
Value of interest in pooled separate accounts at end of year	2018-12-31	$2,255,129
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$2,297,574
Value of interest in common/collective trusts at end of year	2018-12-31	$49,249
Value of interest in common/collective trusts at beginning of year	2018-12-31	$23,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$0
Net investment gain/loss from pooled separate accounts	2018-12-31	$-128,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$51,705
Employer contributions (assets) at end of year	2018-12-31	$1,692
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$17,844
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	EVANS AND BENNETT, LLP
Accountancy firm EIN	2018-12-31	150551397
2017 : OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$546,305
Total of all expenses incurred	2017-12-31	$8,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$233,985
Value of total assets at end of year	2017-12-31	$2,321,263
Value of total assets at beginning of year	2017-12-31	$1,783,740
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$6,809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$213,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$83,952
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$1,021
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$3,829
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$537,523
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,321,263
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,783,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$6,809
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,297,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,780,317
Value of interest in common/collective trusts at end of year	2017-12-31	$23,689
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,053
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$312,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$146,204
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$1,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,973
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	DERMODY BURKE & BROWN CPA'S LLC
Accountancy firm EIN	2017-12-31	010723685
2011 : OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$122,774
Expenses. Total of all expenses incurred	2011-12-31	$77,196
Benefits paid (including direct rollovers)	2011-12-31	$77,196
Total plan assets at end of year	2011-12-31	$928,924
Total plan assets at beginning of year	2011-12-31	$883,346
Value of fidelity bond covering the plan	2011-12-31	$80,500
Assets. Value of tangible personal property	2011-12-31	$0
Total contributions received or receivable from participants	2011-12-31	$78,022
Assets. Value of loans (other than to participants)	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$5,338
Other income received	2011-12-31	$-16,109
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$45,578
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$928,924
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$883,346
Assets. Value of participant loans	2011-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2011-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2011-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$0
Assets. Value of real-estate (other than employer real property)	2011-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-12-31	$0
Assets. Value of employer securities	2011-12-31	$0
Assets. Value of employer real property	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$55,523
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2011-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$208,923
Expenses. Total of all expenses incurred	2010-12-31	$130,488
Benefits paid (including direct rollovers)	2010-12-31	$130,488
Total plan assets at end of year	2010-12-31	$883,346
Total plan assets at beginning of year	2010-12-31	$804,911
Value of fidelity bond covering the plan	2010-12-31	$80,500
Assets. Value of tangible personal property	2010-12-31	$0
Total contributions received or receivable from participants	2010-12-31	$72,314
Assets. Value of loans (other than to participants)	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$87,159
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$78,435
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$883,346
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$804,911
Assets. Value of participant loans	2010-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2010-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2010-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$0
Assets. Value of real-estate (other than employer real property)	2010-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$0
Assets. Value of employer securities	2010-12-31	$0
Assets. Value of employer real property	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$49,450
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2010-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2009 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2009-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN

2022: OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2011: OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

342762-000

Policy instance

Insurance contract or identification number	342762-000
Number of Individuals Covered	41
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $7,844
Total amount of fees paid to insurance company	USD $1,429
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1429
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $7,844

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

342762-000

Policy instance

Insurance contract or identification number	342762-000
Number of Individuals Covered	42
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $7,508
Total amount of fees paid to insurance company	USD $1,620
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1620
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $7,508

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

342762-000

Policy instance

Insurance contract or identification number	342762-000
Number of Individuals Covered	43
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $7,140
Total amount of fees paid to insurance company	USD $1,434
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1434
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $7,140

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

342762-000

Policy instance

Insurance contract or identification number	342762-000
Number of Individuals Covered	38
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $6,434
Total amount of fees paid to insurance company	USD $1,296
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1296
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $6,434

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

342762-000

Policy instance

Insurance contract or identification number	342762-000
Number of Individuals Covered	42
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $5,992
Total amount of fees paid to insurance company	USD $1,200
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1200
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $4,404

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

342762-000

Policy instance

Insurance contract or identification number	342762-000
Number of Individuals Covered	42
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $5,048
Total amount of fees paid to insurance company	USD $1,015
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1015
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $1,855
Insurance broker name	NATHAN A. WAY

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Company Name:	WILLET DAIRY, LLC
Employer identification number (EIN):	161453541
NAIC Classification:	311500
NAIC Description:	Dairy Product Manufacturing

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1994-03-21
Company Identification Number:	1804990
Legal Registered Office Address:	2361 GENOA LANSING TOWNLINE RD Cayuga KING FERRY United States of America (USA) 13081