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THE BURDICK COMPANIES 401(K) PLAN 401k Plan overview

Plan NameTHE BURDICK COMPANIES 401(K) PLAN
Plan identification number 002

THE BURDICK COMPANIES 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

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

Company Name:DRIVERS VILLAGE, INC.
Employer identification number (EIN):161614967
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BURDICK COMPANIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ROBYN FINSEL2018-10-10 ROGER L. BURDICK2018-10-10
0022016-01-01ROBYN FINSEL2017-09-26 ROGER L. BURDICK2017-09-26
0022015-01-01ROBYN FINSEL2016-10-13 ROGER L. BURDICK2016-10-13
0022014-01-01ROBYN FINSEL2015-10-13 ROGER L. BURDICK2015-10-13
0022013-01-01ROBYN FINSEL2014-10-15 ROGER L. BURDICK2014-10-15
0022012-01-01ROGER L. BURDICK2013-10-15 ROGER L. BURDICK2013-10-15
0022011-01-01ROGER L. BURDICK2012-10-15 ROGER L. BURDICK2012-10-15
0022009-01-01MICHAEL J. REILLY ROGER L. BURDICK2010-10-15

Plan Statistics for THE BURDICK COMPANIES 401(K) PLAN

401k plan membership statisitcs for THE BURDICK COMPANIES 401(K) PLAN

Measure Date Value
2022: THE BURDICK COMPANIES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01406
Total number of active participants reported on line 7a of the Form 55002022-01-01324
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0189
Total of all active and inactive participants2022-01-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01413
Number of participants with account balances2022-01-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0126
2021: THE BURDICK COMPANIES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01449
Total number of active participants reported on line 7a of the Form 55002021-01-01315
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0187
Total of all active and inactive participants2021-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01402
Number of participants with account balances2021-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0140
2020: THE BURDICK COMPANIES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01525
Total number of active participants reported on line 7a of the Form 55002020-01-01343
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0196
Total of all active and inactive participants2020-01-01439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01439
Number of participants with account balances2020-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0152
2019: THE BURDICK COMPANIES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01508
Total number of active participants reported on line 7a of the Form 55002019-01-01387
Number of other retired or separated participants entitled to future benefits2019-01-0178
Total of all active and inactive participants2019-01-01465
Total participants2019-01-01465
Number of participants with account balances2019-01-01453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0143
2018: THE BURDICK COMPANIES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01453
Total number of active participants reported on line 7a of the Form 55002018-01-01380
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0164
Total of all active and inactive participants2018-01-01444
Total participants2018-01-01444
Number of participants with account balances2018-01-01417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0139
2017: THE BURDICK COMPANIES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01433
Total number of active participants reported on line 7a of the Form 55002017-01-01386
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0158
Total of all active and inactive participants2017-01-01444
Total participants2017-01-01444
Number of participants with account balances2017-01-01416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0139
2016: THE BURDICK COMPANIES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01413
Total number of active participants reported on line 7a of the Form 55002016-01-01363
Number of other retired or separated participants entitled to future benefits2016-01-0150
Total of all active and inactive participants2016-01-01413
Total participants2016-01-01413
Number of participants with account balances2016-01-01391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0139
2015: THE BURDICK COMPANIES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01392
Total number of active participants reported on line 7a of the Form 55002015-01-01353
Number of other retired or separated participants entitled to future benefits2015-01-0141
Total of all active and inactive participants2015-01-01394
Total participants2015-01-01394
Number of participants with account balances2015-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0146
2014: THE BURDICK COMPANIES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01434
Total number of active participants reported on line 7a of the Form 55002014-01-01360
Number of other retired or separated participants entitled to future benefits2014-01-0123
Total of all active and inactive participants2014-01-01383
Total participants2014-01-01383
Number of participants with account balances2014-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0130
2013: THE BURDICK COMPANIES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01462
Total number of active participants reported on line 7a of the Form 55002013-01-01342
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01360
Number of participants with account balances2013-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0147
2012: THE BURDICK COMPANIES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01412
Total number of active participants reported on line 7a of the Form 55002012-01-01356
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01377
Number of participants with account balances2012-01-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0158
2011: THE BURDICK COMPANIES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01397
Total number of active participants reported on line 7a of the Form 55002011-01-01388
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01405
Number of participants with account balances2011-01-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0127
2009: THE BURDICK COMPANIES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01302
Total number of active participants reported on line 7a of the Form 55002009-01-01279
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0167
Total of all active and inactive participants2009-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01346
Number of participants with account balances2009-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0129

Financial Data on THE BURDICK COMPANIES 401(K) PLAN

Measure Date Value
2022 : THE BURDICK COMPANIES 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-2,735,774
Total of all expenses incurred2022-12-31$1,034,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$981,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,190,734
Value of total assets at end of year2022-12-31$23,111,774
Value of total assets at beginning of year2022-12-31$26,881,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$53,047
Total interest from all sources2022-12-31$19,111
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$40,249
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$40,249
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$1,792,237
Participant contributions at end of year2022-12-31$440,360
Participant contributions at beginning of year2022-12-31$432,902
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$32,836
Other income not declared elsewhere2022-12-31$-10,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,769,823
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,111,774
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,881,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,509,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,353,851
Value of interest in pooled separate accounts at end of year2022-12-31$13,021,047
Value of interest in pooled separate accounts at beginning of year2022-12-31$15,574,639
Interest on participant loans2022-12-31$16,678
Interest earned on other investments2022-12-31$2,433
Value of interest in common/collective trusts at end of year2022-12-31$6,885,143
Value of interest in common/collective trusts at beginning of year2022-12-31$7,153,856
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$255,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$366,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-928,279
Net investment gain/loss from pooled separate accounts2022-12-31$-2,779,414
Net investment gain or loss from common/collective trusts2022-12-31$-1,267,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$365,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$981,002
Contract administrator fees2022-12-31$53,047
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 name2022-12-31DANNIBLE & MCKEE, LLP
Accountancy firm EIN2022-12-31330996661
2021 : THE BURDICK COMPANIES 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$6,138,591
Total of all expenses incurred2021-12-31$1,773,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,686,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,104,904
Value of total assets at end of year2021-12-31$26,881,597
Value of total assets at beginning of year2021-12-31$22,516,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$86,930
Total interest from all sources2021-12-31$19,753
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$32,460
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$32,460
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,705,870
Participant contributions at end of year2021-12-31$432,902
Participant contributions at beginning of year2021-12-31$422,652
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$18,405
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$47,240
Other income not declared elsewhere2021-12-31$-6,561
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$4,364,800
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,881,597
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,516,797
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$3,353,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,831,928
Value of interest in pooled separate accounts at end of year2021-12-31$15,574,639
Value of interest in pooled separate accounts at beginning of year2021-12-31$13,525,511
Interest on participant loans2021-12-31$16,557
Interest earned on other investments2021-12-31$3,196
Value of interest in common/collective trusts at end of year2021-12-31$7,153,856
Value of interest in common/collective trusts at beginning of year2021-12-31$5,353,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$366,349
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$360,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$351,965
Net investment gain/loss from pooled separate accounts2021-12-31$2,705,043
Net investment gain or loss from common/collective trusts2021-12-31$931,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$351,794
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$4,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,686,861
Contract administrator fees2021-12-31$86,930
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 name2021-12-31DANNIBLE & MCKEE, LLP
Accountancy firm EIN2021-12-31330996661
2020 : THE BURDICK COMPANIES 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$4,821,301
Total of all expenses incurred2020-12-31$3,822,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,739,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,659,358
Value of total assets at end of year2020-12-31$22,516,797
Value of total assets at beginning of year2020-12-31$21,517,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$82,520
Total interest from all sources2020-12-31$19,947
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$56,819
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$56,819
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,356,128
Participant contributions at end of year2020-12-31$422,652
Participant contributions at beginning of year2020-12-31$393,368
Participant contributions at end of year2020-12-31$18,405
Participant contributions at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$3,698
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$999,132
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,516,797
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$21,517,665
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$2,831,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,806,222
Value of interest in pooled separate accounts at end of year2020-12-31$13,525,511
Value of interest in pooled separate accounts at beginning of year2020-12-31$13,340,890
Interest on participant loans2020-12-31$15,835
Interest earned on other investments2020-12-31$4,112
Value of interest in common/collective trusts at end of year2020-12-31$5,353,591
Value of interest in common/collective trusts at beginning of year2020-12-31$4,657,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$360,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$319,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$593,066
Net investment gain/loss from pooled separate accounts2020-12-31$1,742,805
Net investment gain or loss from common/collective trusts2020-12-31$745,608
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$303,230
Employer contributions (assets) at end of year2020-12-31$4,104
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$3,739,649
Contract administrator fees2020-12-31$82,520
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31DANNIBLE & MCKEE, LLP
Accountancy firm EIN2020-12-31330996661
2019 : THE BURDICK COMPANIES 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$6,107,095
Total income from all sources (including contributions)2019-12-31$6,107,095
Total of all expenses incurred2019-12-31$1,207,153
Total of all expenses incurred2019-12-31$1,207,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,132,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,132,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,813,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,813,817
Value of total assets at end of year2019-12-31$21,517,665
Value of total assets at end of year2019-12-31$21,517,665
Value of total assets at beginning of year2019-12-31$16,617,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$74,429
Total interest from all sources2019-12-31$22,255
Total interest from all sources2019-12-31$22,255
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$73,451
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$73,451
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$73,451
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$73,451
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,448,338
Contributions received from participants2019-12-31$1,448,338
Participant contributions at end of year2019-12-31$393,368
Participant contributions at end of year2019-12-31$393,368
Participant contributions at beginning of year2019-12-31$447,160
Participant contributions at beginning of year2019-12-31$447,160
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$38,128
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$38,128
Other income not declared elsewhere2019-12-31$7,296
Other income not declared elsewhere2019-12-31$7,296
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$4,899,942
Value of net income/loss2019-12-31$4,899,942
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,517,665
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,517,665
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,617,723
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,617,723
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$2,806,222
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,806,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,086,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,086,595
Value of interest in pooled separate accounts at end of year2019-12-31$13,340,890
Value of interest in pooled separate accounts at end of year2019-12-31$13,340,890
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,584,304
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,584,304
Interest on participant loans2019-12-31$17,899
Interest on participant loans2019-12-31$17,899
Interest earned on other investments2019-12-31$4,356
Interest earned on other investments2019-12-31$4,356
Value of interest in common/collective trusts at end of year2019-12-31$4,657,330
Value of interest in common/collective trusts at end of year2019-12-31$4,657,330
Value of interest in common/collective trusts at beginning of year2019-12-31$3,194,781
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$319,855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$319,855
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$304,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$364,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$364,074
Net investment gain/loss from pooled separate accounts2019-12-31$3,024,981
Net investment gain/loss from pooled separate accounts2019-12-31$3,024,981
Net investment gain or loss from common/collective trusts2019-12-31$801,221
Net investment gain or loss from common/collective trusts2019-12-31$801,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$327,351
Contributions received in cash from employer2019-12-31$327,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,132,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,132,724
Contract administrator fees2019-12-31$74,429
Contract administrator fees2019-12-31$74,429
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 name2019-12-31DANNIBLE & MCKEE, LLP
Accountancy firm name2019-12-31DANNIBLE & MCKEE, LLP
Accountancy firm EIN2019-12-31330996661
Accountancy firm EIN2019-12-31330996661
2018 : THE BURDICK COMPANIES 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$578,380
Total of all expenses incurred2018-12-31$686,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$664,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,618,352
Value of total assets at end of year2018-12-31$16,617,723
Value of total assets at beginning of year2018-12-31$16,725,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$22,161
Total interest from all sources2018-12-31$20,405
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$53,925
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$53,925
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,292,654
Participant contributions at end of year2018-12-31$447,160
Participant contributions at beginning of year2018-12-31$358,012
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$15,482
Other income not declared elsewhere2018-12-31$-1,477
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$-107,901
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,617,723
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,725,624
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$2,086,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,133,736
Value of interest in pooled separate accounts at end of year2018-12-31$10,584,304
Value of interest in pooled separate accounts at beginning of year2018-12-31$10,865,490
Interest on participant loans2018-12-31$17,014
Interest earned on other investments2018-12-31$3,391
Value of interest in common/collective trusts at end of year2018-12-31$3,194,781
Value of interest in common/collective trusts at beginning of year2018-12-31$3,060,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$304,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$308,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-96,473
Net investment gain/loss from pooled separate accounts2018-12-31$-715,834
Net investment gain or loss from common/collective trusts2018-12-31$-300,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$310,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$664,120
Contract administrator fees2018-12-31$22,161
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 name2018-12-31DANNIBLE & MCKEE, LLP
Accountancy firm EIN2018-12-31330996661
2017 : THE BURDICK COMPANIES 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,986,573
Total of all expenses incurred2017-12-31$1,047,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,040,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,461,312
Value of total assets at end of year2017-12-31$16,725,624
Value of total assets at beginning of year2017-12-31$13,786,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,541
Total interest from all sources2017-12-31$12,135
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$40,924
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$40,924
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,145,874
Participant contributions at end of year2017-12-31$358,012
Participant contributions at beginning of year2017-12-31$196,634
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$6,472
Other income not declared elsewhere2017-12-31$-3,233
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$2,939,372
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,725,624
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,786,252
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$2,133,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,802,299
Value of interest in pooled separate accounts at end of year2017-12-31$10,865,490
Value of interest in pooled separate accounts at beginning of year2017-12-31$9,422,544
Interest on participant loans2017-12-31$9,212
Interest earned on other investments2017-12-31$2,923
Value of interest in common/collective trusts at end of year2017-12-31$3,060,126
Value of interest in common/collective trusts at beginning of year2017-12-31$2,060,557
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$308,260
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$304,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$231,622
Net investment gain/loss from pooled separate accounts2017-12-31$1,828,579
Net investment gain or loss from common/collective trusts2017-12-31$415,234
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$308,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,040,660
Contract administrator fees2017-12-31$6,541
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 name2017-12-31DANNIBLE & MCKEE, LLP
Accountancy firm EIN2017-12-31330996661
2016 : THE BURDICK COMPANIES 401(K) PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,693
Total income from all sources (including contributions)2016-12-31$2,180,122
Total of all expenses incurred2016-12-31$720,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$714,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,187,456
Value of total assets at end of year2016-12-31$13,786,252
Value of total assets at beginning of year2016-12-31$12,333,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,518
Total interest from all sources2016-12-31$9,723
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$7,231
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$7,231
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$902,570
Participant contributions at end of year2016-12-31$196,634
Participant contributions at beginning of year2016-12-31$246,513
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$12,133
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,197
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$6,693
Other income not declared elsewhere2016-12-31$-813
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$1,459,604
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,786,252
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,326,648
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$1,802,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$885,180
Value of interest in pooled separate accounts at end of year2016-12-31$9,422,544
Value of interest in pooled separate accounts at beginning of year2016-12-31$10,899,058
Interest on participant loans2016-12-31$7,187
Interest earned on other investments2016-12-31$2,536
Value of interest in common/collective trusts at end of year2016-12-31$2,060,557
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$304,218
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$286,223
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$80,962
Net investment gain/loss from pooled separate accounts2016-12-31$857,208
Net investment gain or loss from common/collective trusts2016-12-31$38,355
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$283,689
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$4,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$714,000
Contract administrator fees2016-12-31$6,518
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31DANNIBLE & MCKEE, LLP
Accountancy firm EIN2016-12-31330996661
2015 : THE BURDICK COMPANIES 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,693
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$10,969
Total income from all sources (including contributions)2015-12-31$1,192,497
Total of all expenses incurred2015-12-31$429,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$414,043
Value of total corrective distributions2015-12-31$7,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,212,880
Value of total assets at end of year2015-12-31$12,333,341
Value of total assets at beginning of year2015-12-31$11,574,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,979
Total interest from all sources2015-12-31$11,647
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$595
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$595
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$936,671
Participant contributions at end of year2015-12-31$246,513
Participant contributions at beginning of year2015-12-31$244,913
Participant contributions at end of year2015-12-31$12,133
Participant contributions at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$6,693
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$10,969
Other income not declared elsewhere2015-12-31$-598
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$763,208
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,326,648
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,563,440
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$885,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$810,673
Value of interest in pooled separate accounts at end of year2015-12-31$10,899,058
Value of interest in pooled separate accounts at beginning of year2015-12-31$10,219,939
Interest on participant loans2015-12-31$9,302
Interest earned on other investments2015-12-31$2,345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$286,223
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$298,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$1,702
Net investment gain/loss from pooled separate accounts2015-12-31$-33,729
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$276,209
Employer contributions (assets) at end of year2015-12-31$4,234
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$414,043
Contract administrator fees2015-12-31$7,979
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31DANNIBLE & MCKEE, LLP
Accountancy firm EIN2015-12-31330996661
2014 : THE BURDICK COMPANIES 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$10,969
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$15,597
Total income from all sources (including contributions)2014-12-31$1,841,317
Total of all expenses incurred2014-12-31$461,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$432,870
Value of total corrective distributions2014-12-31$15,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,148,989
Value of total assets at end of year2014-12-31$11,574,409
Value of total assets at beginning of year2014-12-31$10,198,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,975
Total interest from all sources2014-12-31$9,918
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,705
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$882,845
Participant contributions at end of year2014-12-31$244,913
Participant contributions at beginning of year2014-12-31$187,758
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$10,969
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$15,597
Other income not declared elsewhere2014-12-31$370
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$1,380,207
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,563,440
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,183,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$810,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$387,765
Value of interest in pooled separate accounts at end of year2014-12-31$10,219,939
Value of interest in pooled separate accounts at beginning of year2014-12-31$9,236,013
Interest on participant loans2014-12-31$7,171
Interest earned on other investments2014-12-31$2,747
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$298,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$387,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$56,673
Net investment gain/loss from pooled separate accounts2014-12-31$623,662
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$266,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$432,870
Contract administrator fees2014-12-31$12,975
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31DANNIBLE & MCKEE, LLP
Accountancy firm EIN2014-12-31330996661
2013 : THE BURDICK COMPANIES 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15,597
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$24,379
Total income from all sources (including contributions)2013-12-31$2,873,209
Total of all expenses incurred2013-12-31$622,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$590,694
Value of total corrective distributions2013-12-31$18,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,013,843
Value of total assets at end of year2013-12-31$10,198,830
Value of total assets at beginning of year2013-12-31$7,956,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,097
Total interest from all sources2013-12-31$12,422
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$864
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$773,343
Participant contributions at end of year2013-12-31$187,758
Participant contributions at beginning of year2013-12-31$201,720
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$7,094
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$15,597
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$24,379
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$2,251,185
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,183,233
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,932,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$387,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$224,332
Value of interest in pooled separate accounts at end of year2013-12-31$9,236,013
Value of interest in pooled separate accounts at beginning of year2013-12-31$7,083,530
Interest on participant loans2013-12-31$8,331
Interest earned on other investments2013-12-31$4,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$387,294
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$446,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$79,029
Net investment gain/loss from pooled separate accounts2013-12-31$1,767,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$233,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$590,694
Contract administrator fees2013-12-31$13,097
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31DANNIBLE & MCKEE, LLP
Accountancy firm EIN2013-12-31330996661
2012 : THE BURDICK COMPANIES 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$24,379
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$157
Total income from all sources (including contributions)2012-12-31$1,916,988
Total of all expenses incurred2012-12-31$539,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$501,703
Value of total corrective distributions2012-12-31$24,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,059,169
Value of total assets at end of year2012-12-31$7,956,427
Value of total assets at beginning of year2012-12-31$6,554,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,032
Total interest from all sources2012-12-31$16,245
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$334
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$778,112
Participant contributions at end of year2012-12-31$201,720
Participant contributions at beginning of year2012-12-31$176,041
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$25
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$29,116
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$24,379
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$157
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$1,377,874
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,932,048
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,554,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$224,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$7,083,530
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,909,358
Interest on participant loans2012-12-31$7,662
Interest earned on other investments2012-12-31$8,583
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$446,845
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$468,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$17,226
Net investment gain/loss from pooled separate accounts2012-12-31$824,014
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$251,941
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$12
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$501,703
Contract administrator fees2012-12-31$13,032
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31DANNIBLE & MCKEE, LLP
Accountancy firm EIN2012-12-31330996661
2011 : THE BURDICK COMPANIES 401(K) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$157
Total income from all sources (including contributions)2011-12-31$1,403,161
Total of all expenses incurred2011-12-31$291,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$278,199
Value of total corrective distributions2011-12-31$157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,468,884
Value of total assets at end of year2011-12-31$6,554,331
Value of total assets at beginning of year2011-12-31$5,442,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,516
Total interest from all sources2011-12-31$18,743
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$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$772,715
Participant contributions at end of year2011-12-31$176,041
Participant contributions at beginning of year2011-12-31$101,868
Participant contributions at end of year2011-12-31$25
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$441,920
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$157
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$1,111,289
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,554,174
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,442,885
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$5,909,358
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,840,217
Interest on participant loans2011-12-31$6,445
Interest earned on other investments2011-12-31$12,298
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$468,895
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$500,800
Net investment gain/loss from pooled separate accounts2011-12-31$-84,466
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$254,249
Employer contributions (assets) at end of year2011-12-31$12
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$278,199
Contract administrator fees2011-12-31$13,516
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31DANNIBLE & MCKEE, LLP
Accountancy firm EIN2011-12-31330996661
2010 : THE BURDICK COMPANIES 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,403,251
Total of all expenses incurred2010-12-31$372,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$359,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$718,393
Value of total assets at end of year2010-12-31$5,442,885
Value of total assets at beginning of year2010-12-31$4,411,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,736
Total interest from all sources2010-12-31$22,699
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$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$549,277
Participant contributions at end of year2010-12-31$101,868
Participant contributions at beginning of year2010-12-31$157,582
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$1,031,180
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,442,885
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,411,705
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$4,840,217
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,724,057
Interest on participant loans2010-12-31$5,958
Interest earned on other investments2010-12-31$16,741
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$500,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$530,066
Net investment gain/loss from pooled separate accounts2010-12-31$662,159
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$169,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$359,335
Contract administrator fees2010-12-31$12,736
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31DANNIBLE & MCKEE, LLP
Accountancy firm EIN2010-12-31330996661

Form 5500 Responses for THE BURDICK COMPANIES 401(K) PLAN

2022: THE BURDICK COMPANIES 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: THE BURDICK COMPANIES 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: THE BURDICK COMPANIES 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: THE BURDICK COMPANIES 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: THE BURDICK COMPANIES 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: THE BURDICK COMPANIES 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE BURDICK COMPANIES 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE BURDICK COMPANIES 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: THE BURDICK COMPANIES 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: THE BURDICK COMPANIES 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: THE BURDICK COMPANIES 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: THE BURDICK COMPANIES 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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: THE BURDICK COMPANIES 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-08499
Policy instance 1
Insurance contract or identification number4-08499
Number of Individuals Covered413
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $12,736
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,736
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-08499
Policy instance 1
Insurance contract or identification number4-08499
Number of Individuals Covered402
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $14,738
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,738
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-08499
Policy instance 1
Insurance contract or identification number4-08499
Number of Individuals Covered439
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $12,908
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,908
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-08499
Policy instance 1
Insurance contract or identification number4-08499
Number of Individuals Covered465
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $12,150
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,150
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-08499
Policy instance 1
Insurance contract or identification number4-08499
Number of Individuals Covered444
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $11,592
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,592
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-08499
Policy instance 1
Insurance contract or identification number4-08499
Number of Individuals Covered444
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $9,955
Total amount of fees paid to insurance companyUSD $1,429
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,955
Amount paid for insurance broker fees1429
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENT SERV
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-08499
Policy instance 1
Insurance contract or identification number4-08499
Number of Individuals Covered394
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $10,223
Total amount of fees paid to insurance companyUSD $453
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,223
Amount paid for insurance broker fees453
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENT SERV
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-08499
Policy instance 1
Insurance contract or identification number4-08499
Number of Individuals Covered383
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,618
Total amount of fees paid to insurance companyUSD $490
Contract purchased, in whole or in part, to distribute benefits from a terminating planYes
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,618
Amount paid for insurance broker fees490
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENT SERV
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-08499
Policy instance 1
Insurance contract or identification number4-08499
Number of Individuals Covered360
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,724
Total amount of fees paid to insurance companyUSD $622
Contract purchased, in whole or in part, to distribute benefits from a terminating planYes
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,724
Amount paid for insurance broker fees622
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENT SERV
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-08499
Policy instance 1
Insurance contract or identification number4-08499
Number of Individuals Covered377
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,116
Total amount of fees paid to insurance companyUSD $309
Contract purchased, in whole or in part, to distribute benefits from a terminating planYes
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,116
Amount paid for insurance broker fees309
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENT SERV
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-08499
Policy instance 1
Insurance contract or identification number4-08499
Number of Individuals Covered405
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,511
Total amount of fees paid to insurance companyUSD $285
Contract purchased, in whole or in part, to distribute benefits from a terminating planYes
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-08499
Policy instance 1
Insurance contract or identification number4-08499
Number of Individuals Covered282
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,296
Total amount of fees paid to insurance companyUSD $286
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,296
Amount paid for insurance broker fees286
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENT SERV

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