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STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 401k Plan overview

Plan NameSTEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA
Plan identification number 001

STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA Benefits

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

401k Sponsoring company profile

STEEL WAREHOUSE COMPANY LLC has sponsored the creation of one or more 401k plans.

Company Name:STEEL WAREHOUSE COMPANY LLC
Employer identification number (EIN):203534605
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MR. RICHARD KING MR. RICHARD KING2018-07-31
0012016-01-01MR. RICHARD KING MR. RICHARD KING2017-09-20
0012015-01-01RICH KING
0012014-01-01RICH KING RICH KING2015-10-14
0012013-01-01RICH KING RICH KING2014-10-14
0012012-01-01RICH KING RICH KING2013-07-29
0012011-01-01RICH KING RICH KING2012-07-24
0012009-01-01MR. RICH KING MR. RICH KING2010-07-29

Plan Statistics for STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA

401k plan membership statisitcs for STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA

Measure Date Value
2022: STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2022 401k membership
Total participants, beginning-of-year2022-01-012,134
Total number of active participants reported on line 7a of the Form 55002022-01-012,087
Number of retired or separated participants receiving benefits2022-01-0123
Number of other retired or separated participants entitled to future benefits2022-01-01767
Total of all active and inactive participants2022-01-012,877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0110
Total participants2022-01-012,887
Number of participants with account balances2022-01-011,981
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0139
2021: STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2021 401k membership
Total participants, beginning-of-year2021-01-011,922
Total number of active participants reported on line 7a of the Form 55002021-01-011,708
Number of retired or separated participants receiving benefits2021-01-0123
Number of other retired or separated participants entitled to future benefits2021-01-01403
Total of all active and inactive participants2021-01-012,134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,134
Number of participants with account balances2021-01-011,857
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01174
2020: STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2020 401k membership
Total participants, beginning-of-year2020-01-011,960
Total number of active participants reported on line 7a of the Form 55002020-01-011,518
Number of retired or separated participants receiving benefits2020-01-0117
Number of other retired or separated participants entitled to future benefits2020-01-01383
Total of all active and inactive participants2020-01-011,918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-011,919
Number of participants with account balances2020-01-011,691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01166
2019: STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2019 401k membership
Total participants, beginning-of-year2019-01-011,947
Total number of active participants reported on line 7a of the Form 55002019-01-011,615
Number of retired or separated participants receiving benefits2019-01-0117
Number of other retired or separated participants entitled to future benefits2019-01-01328
Total of all active and inactive participants2019-01-011,960
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,960
Number of participants with account balances2019-01-011,701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01181
2018: STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2018 401k membership
Total participants, beginning-of-year2018-01-011,889
Total number of active participants reported on line 7a of the Form 55002018-01-011,617
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-01320
Total of all active and inactive participants2018-01-011,943
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,943
Number of participants with account balances2018-01-011,673
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01213
2017: STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2017 401k membership
Total participants, beginning-of-year2017-01-011,819
Total number of active participants reported on line 7a of the Form 55002017-01-011,585
Number of retired or separated participants receiving benefits2017-01-0113
Number of other retired or separated participants entitled to future benefits2017-01-01291
Total of all active and inactive participants2017-01-011,889
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,889
Number of participants with account balances2017-01-011,627
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01146
2016: STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2016 401k membership
Total participants, beginning-of-year2016-01-011,841
Total number of active participants reported on line 7a of the Form 55002016-01-011,553
Number of retired or separated participants receiving benefits2016-01-0110
Number of other retired or separated participants entitled to future benefits2016-01-01254
Total of all active and inactive participants2016-01-011,817
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,819
Number of participants with account balances2016-01-011,566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01206
2015: STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2015 401k membership
Total participants, beginning-of-year2015-01-011,896
Total number of active participants reported on line 7a of the Form 55002015-01-011,624
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-01207
Total of all active and inactive participants2015-01-011,837
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,837
Number of participants with account balances2015-01-011,591
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01250
2014: STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2014 401k membership
Total participants, beginning-of-year2014-01-011,848
Total number of active participants reported on line 7a of the Form 55002014-01-011,714
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-01175
Total of all active and inactive participants2014-01-011,895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,895
Number of participants with account balances2014-01-011,647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01227
2013: STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2013 401k membership
Total participants, beginning-of-year2013-01-011,854
Total number of active participants reported on line 7a of the Form 55002013-01-011,694
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-01149
Total of all active and inactive participants2013-01-011,848
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,848
Number of participants with account balances2013-01-011,585
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0148
2012: STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2012 401k membership
Total participants, beginning-of-year2012-01-012,013
Total number of active participants reported on line 7a of the Form 55002012-01-011,745
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-01104
Total of all active and inactive participants2012-01-011,854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,854
Number of participants with account balances2012-01-011,525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111
2011: STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2011 401k membership
Total participants, beginning-of-year2011-01-011,716
Total number of active participants reported on line 7a of the Form 55002011-01-011,923
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-0186
Total of all active and inactive participants2011-01-012,013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,013
Number of participants with account balances2011-01-011,498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01314
2009: STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2009 401k membership
Total participants, beginning-of-year2009-01-011,563
Total number of active participants reported on line 7a of the Form 55002009-01-011,563
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0180
Total of all active and inactive participants2009-01-011,643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,643
Number of participants with account balances2009-01-011,329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01297

Financial Data on STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA

Measure Date Value
2022 : STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$3,972
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-10,136,025
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,872,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,676,711
Expenses. Certain deemed distributions of participant loans2022-12-31$44,946
Value of total corrective distributions2022-12-31$9,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,826,125
Value of total assets at end of year2022-12-31$107,002,452
Value of total assets at beginning of year2022-12-31$125,014,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$140,958
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$240,990
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$763,606
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$763,606
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$79,000
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$4,619,754
Participant contributions at end of year2022-12-31$1,771,402
Participant contributions at beginning of year2022-12-31$1,584,735
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$148,577
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$4,835
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$5,238
Administrative expenses (other) incurred2022-12-31$-71,669
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-18,008,266
Value of net assets at end of year (total assets less liabilities)2022-12-31$107,002,452
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$125,014,690
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$95,994
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$79,581,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$98,633,922
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$28,801
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$212,189
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$23,322,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$22,291,051
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,774
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,344,728
Net investment gain/loss from pooled separate accounts2022-12-31$-2,627,256
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$3,057,794
Employer contributions (assets) at end of year2022-12-31$2,327,355
Employer contributions (assets) at beginning of year2022-12-31$2,504,982
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,669,102
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$37,633
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CROWE, LLP
Accountancy firm EIN2022-12-31350921680
2021 : STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$29,635
Total transfer of assets from this plan2021-12-31$94
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$23,100,001
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,912,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,505,481
Expenses. Certain deemed distributions of participant loans2021-12-31$5,297
Value of total corrective distributions2021-12-31$21,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,642,922
Value of total assets at end of year2021-12-31$125,014,690
Value of total assets at beginning of year2021-12-31$107,797,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$379,482
Total interest from all sources2021-12-31$764,629
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,118,679
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$1,118,679
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,316,394
Participant contributions at end of year2021-12-31$1,584,735
Participant contributions at beginning of year2021-12-31$1,707,158
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$243,800
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$2,188
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$17,187,932
Value of net assets at end of year (total assets less liabilities)2021-12-31$125,014,690
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$107,797,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$333,460
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$98,633,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$83,568,946
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$91,380
Interest earned on other investments2021-12-31$673,249
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$22,291,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$22,521,113
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$6,223
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$884,493
Net investment gain/loss from pooled separate accounts2021-12-31$11,689,278
Net investment gain or loss from common/collective trusts2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$4,082,728
Employer contributions (assets) at end of year2021-12-31$2,504,982
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,499,258
Contract administrator fees2021-12-31$43,834
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 name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$59,879
Total transfer of assets from this plan2020-12-31$13,674
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$19,035,974
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,780,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,621,359
Expenses. Certain deemed distributions of participant loans2020-12-31$29,045
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,514,736
Value of total assets at end of year2020-12-31$107,797,217
Value of total assets at beginning of year2020-12-31$94,495,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$130,077
Total interest from all sources2020-12-31$749,863
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$334,544
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$334,544
Administrative expenses professional fees incurred2020-12-31$10,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,552,721
Participant contributions at end of year2020-12-31$1,707,158
Participant contributions at beginning of year2020-12-31$1,928,379
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$875,002
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$3,513
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$13,255,493
Value of net assets at end of year (total assets less liabilities)2020-12-31$107,797,217
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$94,495,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$84,029
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$83,568,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$72,703,671
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$108,306
Interest earned on other investments2020-12-31$641,557
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$22,521,113
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$19,863,469
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$7,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,350,119
Net investment gain/loss from pooled separate accounts2020-12-31$11,086,712
Net investment gain or loss from common/collective trusts2020-12-31$0
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$1,087,013
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,613,913
Contract administrator fees2020-12-31$32,535
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$22,617,465
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,693,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,481,993
Expenses. Certain deemed distributions of participant loans2019-12-31$1,468
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,672,899
Value of total assets at end of year2019-12-31$94,495,519
Value of total assets at beginning of year2019-12-31$77,571,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$209,606
Total interest from all sources2019-12-31$675,684
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$313,393
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$313,393
Administrative expenses professional fees incurred2019-12-31$9,750
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,721,008
Participant contributions at end of year2019-12-31$1,928,379
Participant contributions at beginning of year2019-12-31$1,854,436
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$620,130
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$151,896
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$5,990
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$16,924,398
Value of net assets at end of year (total assets less liabilities)2019-12-31$94,495,519
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$77,571,121
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$143,444
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$72,703,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$57,218,714
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$105,879
Interest earned on other investments2019-12-31$569,805
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$19,863,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$18,497,971
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,334,302
Net investment gain/loss from pooled separate accounts2019-12-31$12,621,187
Net investment gain or loss from common/collective trusts2019-12-31$0
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$2,331,761
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,327,862
Contract administrator fees2019-12-31$50,422
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CROWE HORWATH LLP
Accountancy firm EIN2019-12-31350921680
2018 : STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,932,544
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,502,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,291,982
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$8,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,057,081
Value of total assets at end of year2018-12-31$77,571,121
Value of total assets at beginning of year2018-12-31$81,140,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$201,613
Total interest from all sources2018-12-31$630,176
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$475,534
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$475,534
Administrative expenses professional fees incurred2018-12-31$9,475
Was this plan covered by a fidelity bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,536,225
Participant contributions at end of year2018-12-31$1,854,436
Participant contributions at beginning of year2018-12-31$1,720,186
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$838,722
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$20,590
Other income not declared elsewhere2018-12-31$-1
Administrative expenses (other) incurred2018-12-31$4,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,569,605
Value of net assets at end of year (total assets less liabilities)2018-12-31$77,571,121
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$81,140,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$138,530
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$57,218,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$61,443,227
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$90,496
Interest earned on other investments2018-12-31$539,680
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$18,497,971
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$17,977,313
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,714,973
Net investment gain/loss from pooled separate accounts2018-12-31$-3,515,273
Net investment gain or loss from common/collective trusts2018-12-31$0
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
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$1,682,134
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,270,742
Contract administrator fees2018-12-31$48,913
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 name2018-12-31CROWE HORWATH LLP
Accountancy firm EIN2018-12-31350921680
2017 : STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$16,198,555
Total loss/gain on sale of assets2017-12-31$89,003
Total of all expenses incurred2017-12-31$5,454,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,340,127
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$4,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,970,105
Value of total assets at end of year2017-12-31$81,140,726
Value of total assets at beginning of year2017-12-31$70,397,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$110,251
Total interest from all sources2017-12-31$595,717
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$292,944
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$292,944
Administrative expenses professional fees incurred2017-12-31$11,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,181,316
Participant contributions at end of year2017-12-31$1,720,186
Participant contributions at beginning of year2017-12-31$1,688,858
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$3,460
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$215,992
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$3,761
Administrative expenses (other) incurred2017-12-31$14,085
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$10,743,577
Value of net assets at end of year (total assets less liabilities)2017-12-31$81,140,726
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$70,397,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$43,108
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$61,443,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$50,796,575
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$79,253
Interest earned on other investments2017-12-31$516,464
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$17,977,313
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$17,904,495
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$9,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,250,786
Net investment gain or loss from common/collective trusts2017-12-31$0
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
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$1,572,797
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,331,054
Contract administrator fees2017-12-31$42,058
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
Aggregate proceeds on sale of assets2017-12-31$3,023,713
Aggregate carrying amount (costs) on sale of assets2017-12-31$2,934,710
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 name2017-12-31CROWE LLP
Accountancy firm EIN2017-12-31350921680
2016 : STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$3,637,160
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$8,837,108
Total loss/gain on sale of assets2016-12-31$26,228
Total of all expenses incurred2016-12-31$4,877,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,789,774
Expenses. Certain deemed distributions of participant loans2016-12-31$22,804
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,713,844
Value of total assets at end of year2016-12-31$70,397,149
Value of total assets at beginning of year2016-12-31$62,800,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$65,146
Total interest from all sources2016-12-31$605,596
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$52,103
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$52,103
Administrative expenses professional fees incurred2016-12-31$10,575
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$3,130,246
Participant contributions at end of year2016-12-31$1,688,858
Participant contributions at beginning of year2016-12-31$1,625,874
Assets. Other investments not covered elsewhere at end of year2016-12-31$3,460
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,580,629
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$460,496
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$3,761
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$3,971
Administrative expenses (other) incurred2016-12-31$295
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$3,959,384
Value of net assets at end of year (total assets less liabilities)2016-12-31$70,397,149
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$62,800,605
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
Investment advisory and management fees2016-12-31$1,650
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$50,796,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$40,916,166
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$71,430
Interest earned on other investments2016-12-31$534,166
Value of interest in common/collective trusts at end of year2016-12-31$0
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$17,904,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$17,673,965
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$3,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,439,337
Net investment gain or loss from common/collective trusts2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$1,123,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,785,952
Contract administrator fees2016-12-31$52,626
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
Aggregate proceeds on sale of assets2016-12-31$612,721
Aggregate carrying amount (costs) on sale of assets2016-12-31$586,493
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 name2016-12-31CROWE HORWATH LLP
Accountancy firm EIN2016-12-31350921680
2015 : STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$5,460,210
Total loss/gain on sale of assets2015-12-31$110,299
Total of all expenses incurred2015-12-31$3,245,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,170,330
Expenses. Certain deemed distributions of participant loans2015-12-31$-451
Value of total corrective distributions2015-12-31$6,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,376,421
Value of total assets at end of year2015-12-31$62,800,605
Value of total assets at beginning of year2015-12-31$60,585,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$69,113
Total interest from all sources2015-12-31$554,859
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$60,042
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$60,042
Administrative expenses professional fees incurred2015-12-31$15,978
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$3,193,077
Participant contributions at end of year2015-12-31$1,625,874
Participant contributions at beginning of year2015-12-31$1,630,580
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,580,629
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,495,686
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$156,792
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$3,971
Administrative expenses (other) incurred2015-12-31$2,630
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$2,214,810
Value of net assets at end of year (total assets less liabilities)2015-12-31$62,800,605
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$60,585,795
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
Investment advisory and management fees2015-12-31$1,621
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$40,916,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$40,967,614
Interest on participant loans2015-12-31$70,857
Interest earned on other investments2015-12-31$484,002
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$17,673,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$15,491,915
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$4,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-169,930
Net investment gain/loss from pooled separate accounts2015-12-31$-471,481
Net investment gain or loss from common/collective trusts2015-12-31$0
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$2,026,552
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,165,859
Contract administrator fees2015-12-31$48,884
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
Aggregate proceeds on sale of assets2015-12-31$724,599
Aggregate carrying amount (costs) on sale of assets2015-12-31$614,300
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 name2015-12-31CROWE HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$8,642,786
Total loss/gain on sale of assets2014-12-31$120,524
Total of all expenses incurred2014-12-31$3,728,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,658,632
Expenses. Certain deemed distributions of participant loans2014-12-31$5,871
Value of total corrective distributions2014-12-31$6,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,374,227
Value of total assets at end of year2014-12-31$60,585,795
Value of total assets at beginning of year2014-12-31$55,671,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$57,385
Total interest from all sources2014-12-31$505,982
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$44,716
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$44,716
Administrative expenses professional fees incurred2014-12-31$11,600
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,052,648
Participant contributions at end of year2014-12-31$1,630,580
Participant contributions at beginning of year2014-12-31$1,504,973
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,495,686
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$2,200,679
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$259,709
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Administrative expenses (other) incurred2014-12-31$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,914,456
Value of net assets at end of year (total assets less liabilities)2014-12-31$60,585,795
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$55,671,339
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
Investment advisory and management fees2014-12-31$1,661
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$40,967,614
Value of interest in pooled separate accounts at beginning of year2014-12-31$37,833,297
Interest on participant loans2014-12-31$66,596
Interest earned on other investments2014-12-31$439,386
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$15,491,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$14,132,390
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$7,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$12,347
Net investment gain/loss from pooled separate accounts2014-12-31$2,584,990
Net investment gain or loss from common/collective trusts2014-12-31$0
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
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$2,061,870
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,650,924
Contract administrator fees2014-12-31$43,924
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
Aggregate proceeds on sale of assets2014-12-31$591,059
Aggregate carrying amount (costs) on sale of assets2014-12-31$470,535
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 name2014-12-31CROWE HORWATH LLP
Accountancy firm EIN2014-12-31350921680
2013 : STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$10,649
Total transfer of assets from this plan2013-12-31$2,813
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$13,437,055
Total loss/gain on sale of assets2013-12-31$112,729
Total of all expenses incurred2013-12-31$3,405,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,316,384
Expenses. Certain deemed distributions of participant loans2013-12-31$-282
Value of total corrective distributions2013-12-31$31,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,696,424
Value of total assets at end of year2013-12-31$55,671,339
Value of total assets at beginning of year2013-12-31$45,631,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$57,277
Total interest from all sources2013-12-31$453,884
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$46,789
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$46,789
Administrative expenses professional fees incurred2013-12-31$9,900
Was this plan covered by a fidelity bond2013-12-31No
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$2,770,675
Participant contributions at end of year2013-12-31$1,504,973
Participant contributions at beginning of year2013-12-31$1,246,733
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$345,075
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,796
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,612
Administrative expenses (other) incurred2013-12-31$1,592
Total non interest bearing cash at end of year2013-12-31$1,496
Total non interest bearing cash at beginning of year2013-12-31$673
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$10,031,949
Value of net assets at end of year (total assets less liabilities)2013-12-31$55,671,339
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$45,631,554
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
Investment advisory and management fees2013-12-31$1,632
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,196,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,222,973
Value of interest in pooled separate accounts at end of year2013-12-31$37,833,297
Value of interest in pooled separate accounts at beginning of year2013-12-31$29,017,085
Interest on participant loans2013-12-31$56,797
Interest earned on other investments2013-12-31$397,087
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$14,132,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$13,140,478
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$3,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$20,532
Net investment gain/loss from pooled separate accounts2013-12-31$8,106,697
Net investment gain or loss from common/collective trusts2013-12-31$0
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
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$1,580,674
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,312,768
Contract administrator fees2013-12-31$44,153
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
Aggregate proceeds on sale of assets2013-12-31$919,852
Aggregate carrying amount (costs) on sale of assets2013-12-31$807,123
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31JURGONSKI & FREDLAKE
Accountancy firm EIN2013-12-31351640896
2012 : STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-18
Total unrealized appreciation/depreciation of assets2012-12-31$-18
Total transfer of assets to this plan2012-12-31$228,557
Total transfer of assets from this plan2012-12-31$12,069
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$9,598,406
Total loss/gain on sale of assets2012-12-31$33,620
Total of all expenses incurred2012-12-31$2,684,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,612,759
Expenses. Certain deemed distributions of participant loans2012-12-31$21,029
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,870,573
Value of total assets at end of year2012-12-31$45,631,554
Value of total assets at beginning of year2012-12-31$38,501,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$51,139
Total interest from all sources2012-12-31$404,650
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$61,859
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$61,859
Administrative expenses professional fees incurred2012-12-31$9,900
Was this plan covered by a fidelity bond2012-12-31No
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$2,663,501
Participant contributions at end of year2012-12-31$1,246,733
Participant contributions at beginning of year2012-12-31$1,141,474
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$569,937
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,612
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$4,923
Administrative expenses (other) incurred2012-12-31$560
Total non interest bearing cash at end of year2012-12-31$673
Total non interest bearing cash at beginning of year2012-12-31$5,403
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$6,913,479
Value of net assets at end of year (total assets less liabilities)2012-12-31$45,631,554
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$38,501,587
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
Investment advisory and management fees2012-12-31$2,535
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,222,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,131,216
Value of interest in pooled separate accounts at end of year2012-12-31$29,017,085
Value of interest in pooled separate accounts at beginning of year2012-12-31$23,526,841
Interest on participant loans2012-12-31$51,228
Interest earned on other investments2012-12-31$353,422
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$13,140,478
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$11,691,730
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$61,597
Net investment gain/loss from pooled separate accounts2012-12-31$4,166,125
Net investment gain or loss from common/collective trusts2012-12-31$0
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
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$1,637,135
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,610,970
Contract administrator fees2012-12-31$38,144
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
Aggregate proceeds on sale of assets2012-12-31$368,574
Aggregate carrying amount (costs) on sale of assets2012-12-31$334,954
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JURGONSKI & FREDLAKE
Accountancy firm EIN2012-12-31351640896
2011 : STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-7
Total unrealized appreciation/depreciation of assets2011-12-31$-7
Total transfer of assets to this plan2011-12-31$17,988
Total transfer of assets from this plan2011-12-31$14,363
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$-711
Total income from all sources (including contributions)2011-12-31$4,035,068
Total loss/gain on sale of assets2011-12-31$33,309
Total of all expenses incurred2011-12-31$1,974,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,878,649
Expenses. Certain deemed distributions of participant loans2011-12-31$33,046
Value of total corrective distributions2011-12-31$2,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,355,861
Value of total assets at end of year2011-12-31$38,501,587
Value of total assets at beginning of year2011-12-31$36,436,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$60,097
Total interest from all sources2011-12-31$372,145
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$70,052
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$70,052
Administrative expenses professional fees incurred2011-12-31$18,800
Was this plan covered by a fidelity bond2011-12-31No
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$2,581,016
Participant contributions at end of year2011-12-31$1,141,474
Participant contributions at beginning of year2011-12-31$1,071,380
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$358,820
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$4,923
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$6,021
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$-711
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$5,871
Total non interest bearing cash at end of year2011-12-31$5,403
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,060,668
Value of net assets at end of year (total assets less liabilities)2011-12-31$38,501,587
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$36,437,294
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
Investment advisory and management fees2011-12-31$1,108
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,131,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,029,507
Value of interest in pooled separate accounts at end of year2011-12-31$23,526,841
Value of interest in pooled separate accounts at beginning of year2011-12-31$23,463,226
Interest on participant loans2011-12-31$49,760
Interest earned on other investments2011-12-31$322,385
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$11,691,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$9,866,449
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$5,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$772
Net investment gain/loss from pooled separate accounts2011-12-31$-797,064
Net investment gain or loss from common/collective trusts2011-12-31$0
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
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$1,416,025
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,873,353
Contract administrator fees2011-12-31$34,318
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
Aggregate proceeds on sale of assets2011-12-31$766,232
Aggregate carrying amount (costs) on sale of assets2011-12-31$732,923
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 name2011-12-31JURGONSKI & FREDLAKE
Accountancy firm EIN2011-12-31351640896
2010 : STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$-711
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$6,807,411
Total loss/gain on sale of assets2010-12-31$8,809
Total of all expenses incurred2010-12-31$2,513,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,413,862
Expenses. Certain deemed distributions of participant loans2010-12-31$904
Value of total corrective distributions2010-12-31$48,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,024,233
Value of total assets at end of year2010-12-31$36,436,583
Value of total assets at beginning of year2010-12-31$32,143,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$50,538
Total interest from all sources2010-12-31$361,435
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$72,075
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$72,075
Administrative expenses professional fees incurred2010-12-31$14,940
Was this plan covered by a fidelity bond2010-12-31No
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$2,550,814
Participant contributions at end of year2010-12-31$1,071,380
Participant contributions at beginning of year2010-12-31$957,098
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$143,666
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$34
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$6,021
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$-711
Other income not declared elsewhere2010-12-31$659
Administrative expenses (other) incurred2010-12-31$475
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$4,293,427
Value of net assets at end of year (total assets less liabilities)2010-12-31$36,437,294
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$32,143,867
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
Investment advisory and management fees2010-12-31$1,171
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,029,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$23,463,226
Value of interest in pooled separate accounts at beginning of year2010-12-31$20,884,172
Interest on participant loans2010-12-31$51,750
Interest earned on other investments2010-12-31$309,685
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$9,866,449
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$10,302,597
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$5,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$59,470
Net investment gain/loss from pooled separate accounts2010-12-31$3,280,730
Net investment gain or loss from common/collective trusts2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$329,753
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,408,548
Contract administrator fees2010-12-31$33,952
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
Aggregate proceeds on sale of assets2010-12-31$1,148,727
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,139,918
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 name2010-12-31JURGONSKI & FREDLAKE
Accountancy firm EIN2010-12-31351640896
2009 : STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 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 STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA

2022: STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 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: STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 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: STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDA 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number899049
Policy instance 1
Insurance contract or identification number899049
Number of Individuals Covered2004
Insurance policy start date2022-01-10
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51622
Policy instance 1
Insurance contract or identification numberSF 51622
Number of Individuals Covered2134
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number6029454
Policy instance 5
Insurance contract or identification number6029454
Number of Individuals Covered1
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract number70042170
Policy instance 4
Insurance contract or identification number70042170
Number of Individuals Covered1
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number4130733
Policy instance 3
Insurance contract or identification number4130733
Number of Individuals Covered2
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number3694661
Policy instance 2
Insurance contract or identification number3694661
Number of Individuals Covered3
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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?No
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51622
Policy instance 1
Insurance contract or identification numberSF 51622
Number of Individuals Covered1919
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number4130733
Policy instance 4
Insurance contract or identification number4130733
Number of Individuals Covered2
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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?No
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number3694661
Policy instance 3
Insurance contract or identification number3694661
Number of Individuals Covered3
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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?No
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
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract number70042170
Policy instance 2
Insurance contract or identification number70042170
Number of Individuals Covered1
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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?No
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51622
Policy instance 1
Insurance contract or identification numberSF 51622
Number of Individuals Covered1960
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number3694661
Policy instance 2
Insurance contract or identification number3694661
Number of Individuals Covered3
Insurance policy start date2016-11-01
Insurance policy end date2017-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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?No
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
Welfare Benefit Premiums Paid to CarrierUSD $0
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameGREGORY A. MCROBERTS
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51622
Policy instance 1
Insurance contract or identification numberSF 51622
Number of Individuals Covered1889
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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