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STRATEGIC EQUIPMENT AND SUPPLY CORPORATION 401k Plan overview

Plan NameSTRATEGIC EQUIPMENT AND SUPPLY CORPORATION
Plan identification number 001

STRATEGIC EQUIPMENT AND SUPPLY CORPORATION Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

STRATEGIC EQUIPMENT AND SUPPLY CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:STRATEGIC EQUIPMENT AND SUPPLY CORPORATION
Employer identification number (EIN):202035409
NAIC Classification:423400

Additional information about STRATEGIC EQUIPMENT AND SUPPLY CORPORATION

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 2004-06-07
Company Identification Number: 20041495516
Legal Registered Office Address: 3131 VIEWCREST

HENDERSON
United States of America (USA)
89014

More information about STRATEGIC EQUIPMENT AND SUPPLY CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STRATEGIC EQUIPMENT AND SUPPLY CORPORATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01LORI MARKER KAREN MCCAIN2015-08-18
0012013-01-01LORI MARKER KAREN MCCAIN2014-10-01
0012012-01-01KAREN MCCAIN KAREN MCCAIN2013-09-17
0012011-01-01KAREN MCCAIN
0012010-01-01PATTY LOPEZ
0012009-01-01PATTY LOPEZ WILLIAM WHITE2010-10-13
0012009-01-01

Plan Statistics for STRATEGIC EQUIPMENT AND SUPPLY CORPORATION

401k plan membership statisitcs for STRATEGIC EQUIPMENT AND SUPPLY CORPORATION

Measure Date Value
2014: STRATEGIC EQUIPMENT AND SUPPLY CORPORATION 2014 401k membership
Total participants, beginning-of-year2014-01-01566
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: STRATEGIC EQUIPMENT AND SUPPLY CORPORATION 2013 401k membership
Total participants, beginning-of-year2013-01-01564
Total number of active participants reported on line 7a of the Form 55002013-01-01426
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01140
Total of all active and inactive participants2013-01-01566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01566
Number of participants with account balances2013-01-01548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0128
2012: STRATEGIC EQUIPMENT AND SUPPLY CORPORATION 2012 401k membership
Total participants, beginning-of-year2012-01-01545
Total number of active participants reported on line 7a of the Form 55002012-01-01406
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01150
Total of all active and inactive participants2012-01-01556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01556
Number of participants with account balances2012-01-01532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0119
2011: STRATEGIC EQUIPMENT AND SUPPLY CORPORATION 2011 401k membership
Total participants, beginning-of-year2011-01-01534
Total number of active participants reported on line 7a of the Form 55002011-01-01397
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01142
Total of all active and inactive participants2011-01-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01540
Number of participants with account balances2011-01-01534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0120
2010: STRATEGIC EQUIPMENT AND SUPPLY CORPORATION 2010 401k membership
Total participants, beginning-of-year2010-01-01540
Total number of active participants reported on line 7a of the Form 55002010-01-01380
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-01146
Total of all active and inactive participants2010-01-01527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01527
Number of participants with account balances2010-01-01485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0117
2009: STRATEGIC EQUIPMENT AND SUPPLY CORPORATION 2009 401k membership
Total participants, beginning-of-year2009-01-01589
Total number of active participants reported on line 7a of the Form 55002009-01-01393
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-01143
Total of all active and inactive participants2009-01-01538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01538
Number of participants with account balances2009-01-01493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0124

Financial Data on STRATEGIC EQUIPMENT AND SUPPLY CORPORATION

Measure Date Value
2014 : STRATEGIC EQUIPMENT AND SUPPLY CORPORATION 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-10-02$0
Total transfer of assets from this plan2014-10-02$17,678,820
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-02$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-02$0
Total income from all sources (including contributions)2014-10-02$1,823,664
Total loss/gain on sale of assets2014-10-02$0
Total of all expenses incurred2014-10-02$3,512,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-10-02$3,499,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-10-02$1,366,600
Value of total assets at end of year2014-10-02$0
Value of total assets at beginning of year2014-10-02$19,367,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-10-02$12,697
Total interest from all sources2014-10-02$76,021
Total dividends received (eg from common stock, registered investment company shares)2014-10-02$120,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-10-02No
Total dividends received from registered investment company shares (eg mutual funds)2014-10-02$120,700
Was this plan covered by a fidelity bond2014-10-02Yes
Value of fidelity bond cover2014-10-02$500,000
If this is an individual account plan, was there a blackout period2014-10-02No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-10-02$0
Were there any nonexempt tranactions with any party-in-interest2014-10-02No
Contributions received from participants2014-10-02$1,060,365
Participant contributions at beginning of year2014-10-02$481,660
Income. Received or receivable in cash from other sources (including rollovers)2014-10-02$115,181
Administrative expenses (other) incurred2014-10-02$12,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-02No
Value of net income/loss2014-10-02$-1,688,539
Value of net assets at end of year (total assets less liabilities)2014-10-02$0
Value of net assets at beginning of year (total assets less liabilities)2014-10-02$19,367,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-10-02No
Were any loans by the plan or fixed income obligations due to the plan in default2014-10-02No
Were any leases to which the plan was party in default or uncollectible2014-10-02No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-10-02$12,800,178
Interest on participant loans2014-10-02$13,896
Interest earned on other investments2014-10-02$62,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-10-02$6,085,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-10-02$260,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-10-02No
Was there a failure to transmit to the plan any participant contributions2014-10-02No
Has the plan failed to provide any benefit when due under the plan2014-10-02No
Contributions received in cash from employer2014-10-02$191,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-10-02$3,499,506
Did the plan have assets held for investment2014-10-02No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-02No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-10-02Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-10-02Yes
Opinion of an independent qualified public accountant for this plan2014-10-02Disclaimer
Accountancy firm name2014-10-02MCGLADREY LLP
Accountancy firm EIN2014-10-02420714325
2013 : STRATEGIC EQUIPMENT AND SUPPLY CORPORATION 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,981,927
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,648,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,640,265
Expenses. Certain deemed distributions of participant loans2013-12-31$-22,917
Value of total corrective distributions2013-12-31$16,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,710,403
Value of total assets at end of year2013-12-31$19,367,359
Value of total assets at beginning of year2013-12-31$17,033,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,860
Total interest from all sources2013-12-31$111,784
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$169,774
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$169,774
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,478,813
Participant contributions at end of year2013-12-31$481,660
Participant contributions at beginning of year2013-12-31$506,836
Other income not declared elsewhere2013-12-31$5,030
Administrative expenses (other) incurred2013-12-31$14,860
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$2,333,688
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,367,359
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,033,671
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$12,800,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,853,439
Interest on participant loans2013-12-31$20,017
Interest earned on other investments2013-12-31$91,767
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$6,085,521
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,673,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,984,936
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$231,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,640,265
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 name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : STRATEGIC EQUIPMENT AND SUPPLY CORPORATION 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,930,091
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,778,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,763,203
Value of total corrective distributions2012-12-31$2,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,397,131
Value of total assets at end of year2012-12-31$17,033,671
Value of total assets at beginning of year2012-12-31$16,881,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,277
Total interest from all sources2012-12-31$125,919
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$165,306
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$165,306
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,156,280
Participant contributions at end of year2012-12-31$506,836
Participant contributions at beginning of year2012-12-31$584,249
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$23,664
Other income not declared elsewhere2012-12-31$12,391
Administrative expenses (other) incurred2012-12-31$12,277
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$20
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$151,835
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,033,671
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,881,836
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$10,853,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,217,155
Interest on participant loans2012-12-31$25,514
Interest earned on other investments2012-12-31$100,405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,673,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,080,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,229,344
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$217,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,763,203
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 name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : STRATEGIC EQUIPMENT AND SUPPLY CORPORATION 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,103,520
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,658,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,595,997
Expenses. Certain deemed distributions of participant loans2011-12-31$25,908
Value of total corrective distributions2011-12-31$15,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,314,983
Value of total assets at end of year2011-12-31$16,881,836
Value of total assets at beginning of year2011-12-31$17,436,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$21,024
Total interest from all sources2011-12-31$132,299
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$178,696
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$178,696
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,042,353
Participant contributions at end of year2011-12-31$584,249
Participant contributions at beginning of year2011-12-31$544,175
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$130,618
Other income not declared elsewhere2011-12-31$-21
Administrative expenses (other) incurred2011-12-31$21,024
Total non interest bearing cash at end of year2011-12-31$20
Total non interest bearing cash at beginning of year2011-12-31$34
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-555,109
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,881,836
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,436,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,217,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,426,720
Interest on participant loans2011-12-31$24,725
Interest earned on other investments2011-12-31$107,574
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$6,080,412
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,466,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-522,437
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$142,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,595,997
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 name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : STRATEGIC EQUIPMENT AND SUPPLY CORPORATION 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,937,561
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$900,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$887,900
Expenses. Certain deemed distributions of participant loans2010-12-31$1,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,175,801
Value of total assets at end of year2010-12-31$17,436,945
Value of total assets at beginning of year2010-12-31$15,399,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,491
Total interest from all sources2010-12-31$124,609
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$207,384
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$207,384
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,024,339
Participant contributions at end of year2010-12-31$544,175
Participant contributions at beginning of year2010-12-31$524,502
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$8,945
Other income not declared elsewhere2010-12-31$2,049
Administrative expenses (other) incurred2010-12-31$10,491
Total non interest bearing cash at end of year2010-12-31$34
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,037,432
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,436,945
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,399,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,426,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,807,646
Interest on participant loans2010-12-31$29,159
Interest earned on other investments2010-12-31$95,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,466,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,067,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,427,718
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$142,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$887,900
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 name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
2009 : STRATEGIC EQUIPMENT AND SUPPLY CORPORATION 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for STRATEGIC EQUIPMENT AND SUPPLY CORPORATION

2014: STRATEGIC EQUIPMENT AND SUPPLY CORPORATION 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STRATEGIC EQUIPMENT AND SUPPLY CORPORATION 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STRATEGIC EQUIPMENT AND SUPPLY CORPORATION 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STRATEGIC EQUIPMENT AND SUPPLY CORPORATION 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: STRATEGIC EQUIPMENT AND SUPPLY CORPORATION 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: STRATEGIC EQUIPMENT AND SUPPLY CORPORATION 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39483
Policy instance 1
Insurance contract or identification number39483
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-10-02
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,948
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees7948
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameLOCKTON FINANCIAL ADVISORS, LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39483
Policy instance 1
Insurance contract or identification number39483
Number of Individuals Covered566
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,193
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees11193
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameLOCKTON FINANCIAL ADVISORS, LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39483
Policy instance 1
Insurance contract or identification number39483
Number of Individuals Covered556
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,092
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees11092
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameLOCKTON FINANCIAL ADVISORS, LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39483
Policy instance 1
Insurance contract or identification number39483
Number of Individuals Covered540
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,651
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39483
Policy instance 1
Insurance contract or identification number39483
Number of Individuals Covered527
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,209
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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