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CURTIS INDUSTRIES, LLC RETIREMENT PLAN 401k Plan overview

Plan NameCURTIS INDUSTRIES, LLC RETIREMENT PLAN
Plan identification number 001

CURTIS INDUSTRIES, LLC RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CURTIS INDUSTRIES, LLC has sponsored the creation of one or more 401k plans.

Company Name:CURTIS INDUSTRIES, LLC
Employer identification number (EIN):204148259
NAIC Classification:332900

Additional information about CURTIS INDUSTRIES, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4081899

More information about CURTIS INDUSTRIES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CURTIS INDUSTRIES, LLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01STEVEN LEBLANC2023-08-03
0012021-01-01STEVEN LEBLANC2022-07-18
0012020-01-01STEVEN LEBLANC2021-08-10
0012019-01-01STEVEN LEBLANC2020-10-08
0012018-01-01STEVEN LEBLANC2019-09-10
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01STEVEN LEBLANC
0012013-01-01STEVEN LEBLANC
0012012-01-01STEVEN LEBLANC STEVEN LEBLANC2013-10-02
0012011-01-01STEVEN LEBLANC
0012010-01-01ANTHONY SINKEWICH
0012009-01-01ANTHONY SINKEWICH

Plan Statistics for CURTIS INDUSTRIES, LLC RETIREMENT PLAN

401k plan membership statisitcs for CURTIS INDUSTRIES, LLC RETIREMENT PLAN

Measure Date Value
2022: CURTIS INDUSTRIES, LLC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01195
Total number of active participants reported on line 7a of the Form 55002022-01-01148
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0149
Total of all active and inactive participants2022-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01197
Number of participants with account balances2022-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CURTIS INDUSTRIES, LLC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01184
Total number of active participants reported on line 7a of the Form 55002021-01-01146
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0149
Total of all active and inactive participants2021-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01195
Number of participants with account balances2021-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: CURTIS INDUSTRIES, LLC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01187
Total number of active participants reported on line 7a of the Form 55002020-01-01139
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0145
Total of all active and inactive participants2020-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01184
Number of participants with account balances2020-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: CURTIS INDUSTRIES, LLC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01312
Total number of active participants reported on line 7a of the Form 55002019-01-01143
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0144
Total of all active and inactive participants2019-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01187
Number of participants with account balances2019-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: CURTIS INDUSTRIES, LLC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01158
Total number of active participants reported on line 7a of the Form 55002018-01-01138
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01174
Total of all active and inactive participants2018-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01312
Number of participants with account balances2018-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: CURTIS INDUSTRIES, LLC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01153
Total number of active participants reported on line 7a of the Form 55002017-01-01122
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0136
Total of all active and inactive participants2017-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01158
Number of participants with account balances2017-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: CURTIS INDUSTRIES, LLC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01158
Total number of active participants reported on line 7a of the Form 55002016-01-01121
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0132
Total of all active and inactive participants2016-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01153
Number of participants with account balances2016-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: CURTIS INDUSTRIES, LLC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01161
Total number of active participants reported on line 7a of the Form 55002015-01-01125
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0133
Total of all active and inactive participants2015-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01158
Number of participants with account balances2015-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: CURTIS INDUSTRIES, LLC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01161
Total number of active participants reported on line 7a of the Form 55002014-01-01118
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0143
Total of all active and inactive participants2014-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01161
Number of participants with account balances2014-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: CURTIS INDUSTRIES, LLC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01164
Total number of active participants reported on line 7a of the Form 55002013-01-01119
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0142
Total of all active and inactive participants2013-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01161
Number of participants with account balances2013-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: CURTIS INDUSTRIES, LLC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01144
Total number of active participants reported on line 7a of the Form 55002012-01-01129
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0135
Total of all active and inactive participants2012-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01164
Number of participants with account balances2012-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: CURTIS INDUSTRIES, LLC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01143
Total number of active participants reported on line 7a of the Form 55002011-01-01115
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0129
Total of all active and inactive participants2011-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01144
Number of participants with account balances2011-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CURTIS INDUSTRIES, LLC RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01163
Total number of active participants reported on line 7a of the Form 55002010-01-01117
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0126
Total of all active and inactive participants2010-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01143
Number of participants with account balances2010-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: CURTIS INDUSTRIES, LLC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01164
Total number of active participants reported on line 7a of the Form 55002009-01-01132
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0131
Total of all active and inactive participants2009-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01163
Number of participants with account balances2009-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on CURTIS INDUSTRIES, LLC RETIREMENT PLAN

Measure Date Value
2022 : CURTIS INDUSTRIES, LLC RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-868,838
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$611,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$603,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$792,889
Value of total assets at end of year2022-12-31$7,453,973
Value of total assets at beginning of year2022-12-31$8,934,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$7,894
Total interest from all sources2022-12-31$11,106
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$603,377
Participant contributions at end of year2022-12-31$305,212
Participant contributions at beginning of year2022-12-31$266,572
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$21,364
Total non interest bearing cash at end of year2022-12-31$1,711
Total non interest bearing cash at beginning of year2022-12-31$1,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,480,122
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,453,973
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,934,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$7,147,050
Value of interest in pooled separate accounts at beginning of year2022-12-31$8,666,064
Interest on participant loans2022-12-31$11,106
Net investment gain/loss from pooled separate accounts2022-12-31$-1,672,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$168,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$603,390
Contract administrator fees2022-12-31$7,894
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BOIVIN & ASSOCIATES, CPASS, PLLC
Accountancy firm EIN2022-12-31271516157
2021 : CURTIS INDUSTRIES, LLC RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,816,173
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$202,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$196,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$754,839
Value of total assets at end of year2021-12-31$8,934,095
Value of total assets at beginning of year2021-12-31$7,319,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,819
Total interest from all sources2021-12-31$9,685
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$591,917
Participant contributions at end of year2021-12-31$266,572
Participant contributions at beginning of year2021-12-31$218,166
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,050
Total non interest bearing cash at end of year2021-12-31$1,459
Total non interest bearing cash at beginning of year2021-12-31$5,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,614,100
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,934,095
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,319,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$8,666,064
Value of interest in pooled separate accounts at beginning of year2021-12-31$7,096,389
Interest on participant loans2021-12-31$9,685
Net investment gain/loss from pooled separate accounts2021-12-31$1,051,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$159,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$196,254
Contract administrator fees2021-12-31$5,819
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 name2021-12-31BOIVIN & ASSOCIATES, CPASS, PLLC
Accountancy firm EIN2021-12-31271516157
2020 : CURTIS INDUSTRIES, LLC RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,705,302
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$530,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$506,879
Expenses. Certain deemed distributions of participant loans2020-12-31$13,168
Value of total corrective distributions2020-12-31$4,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$690,146
Value of total assets at end of year2020-12-31$7,319,995
Value of total assets at beginning of year2020-12-31$6,145,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,392
Total interest from all sources2020-12-31$10,015
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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$538,970
Participant contributions at end of year2020-12-31$218,166
Participant contributions at beginning of year2020-12-31$215,827
Administrative expenses (other) incurred2020-12-31$4,025
Total non interest bearing cash at end of year2020-12-31$5,440
Total non interest bearing cash at beginning of year2020-12-31$2,910
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$1,174,687
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,319,995
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,145,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$7,096,389
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,926,571
Income. Interest from loans (other than to participants)2020-12-31$10,015
Net investment gain/loss from pooled separate accounts2020-12-31$1,005,141
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
Contributions received in cash from employer2020-12-31$151,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$506,879
Contract administrator fees2020-12-31$2,367
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 name2020-12-31BOIVIN & ASSOCIATES, CPASS, PLLC
Accountancy firm EIN2020-12-31271516157
2019 : CURTIS INDUSTRIES, LLC RETIREMENT PLAN 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$1,796,559
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$765,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$757,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$779,727
Value of total assets at end of year2019-12-31$6,145,308
Value of total assets at beginning of year2019-12-31$5,114,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,067
Total interest from all sources2019-12-31$10,795
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$528,664
Participant contributions at end of year2019-12-31$215,827
Participant contributions at beginning of year2019-12-31$214,584
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$92,223
Total non interest bearing cash at end of year2019-12-31$2,910
Total non interest bearing cash at beginning of year2019-12-31$2,617
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$1,030,947
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,145,308
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,114,361
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
Value of interest in pooled separate accounts at end of year2019-12-31$5,926,571
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,897,160
Interest on participant loans2019-12-31$10,795
Net investment gain/loss from pooled separate accounts2019-12-31$1,006,037
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
Contributions received in cash from employer2019-12-31$158,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$757,545
Contract administrator fees2019-12-31$8,067
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 name2019-12-31BOIVIN & ASSOCIATES, CPASS, PLLC
Accountancy firm EIN2019-12-31271516157
2018 : CURTIS INDUSTRIES, LLC RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$277,447
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$466,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$460,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$678,441
Value of total assets at end of year2018-12-31$5,114,361
Value of total assets at beginning of year2018-12-31$5,303,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,305
Total interest from all sources2018-12-31$7,058
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$157,647
Participant contributions at end of year2018-12-31$214,584
Participant contributions at beginning of year2018-12-31$164,220
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$34,263
Administrative expenses (other) incurred2018-12-31$4,725
Total non interest bearing cash at end of year2018-12-31$2,617
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-189,363
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,114,361
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,303,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$4,897,160
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,139,504
Interest on participant loans2018-12-31$7,058
Net investment gain/loss from pooled separate accounts2018-12-31$-408,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$486,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$460,505
Contract administrator fees2018-12-31$1,580
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 name2018-12-31M LOVE ASSOCIATES
Accountancy firm EIN2018-12-31464181625
2017 : CURTIS INDUSTRIES, LLC RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$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$1,461,111
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$808,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$802,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$776,589
Value of total assets at end of year2017-12-31$5,303,724
Value of total assets at beginning of year2017-12-31$4,651,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,802
Total interest from all sources2017-12-31$6,310
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$406,246
Participant contributions at end of year2017-12-31$164,220
Participant contributions at beginning of year2017-12-31$204,231
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$8,133
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$221,832
Administrative expenses (other) incurred2017-12-31$4,330
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$437
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$652,582
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,303,724
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,651,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$5,139,504
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,435,402
Interest on participant loans2017-12-31$6,310
Net investment gain/loss from pooled separate accounts2017-12-31$678,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$148,511
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$2,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$802,727
Contract administrator fees2017-12-31$1,472
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31M LOVE ASSOCIATES
Accountancy firm EIN2017-12-31464181625
2016 : CURTIS INDUSTRIES, LLC RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$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$1,019,828
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$508,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$489,453
Expenses. Certain deemed distributions of participant loans2016-12-31$12,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$637,682
Value of total assets at end of year2016-12-31$4,651,142
Value of total assets at beginning of year2016-12-31$4,140,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,516
Total interest from all sources2016-12-31$6,582
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$6,516
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$380,192
Participant contributions at end of year2016-12-31$204,231
Participant contributions at beginning of year2016-12-31$158,305
Participant contributions at end of year2016-12-31$8,133
Participant contributions at beginning of year2016-12-31$5,776
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$112,516
Total non interest bearing cash at end of year2016-12-31$437
Total non interest bearing cash at beginning of year2016-12-31$6,020
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$511,029
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,651,142
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,140,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$4,435,402
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,967,812
Interest on participant loans2016-12-31$6,582
Net investment gain/loss from pooled separate accounts2016-12-31$375,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$144,974
Employer contributions (assets) at end of year2016-12-31$2,939
Employer contributions (assets) at beginning of year2016-12-31$2,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$489,453
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31M LOVE ASSOCIATES
Accountancy firm EIN2016-12-31464181625
2015 : CURTIS INDUSTRIES, LLC RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$478,479
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$402,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$562,343
Value of total assets at end of year2015-12-31$4,140,113
Value of total assets at beginning of year2015-12-31$4,063,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$402,125
Total interest from all sources2015-12-31$6,564
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$397,392
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$335,547
Participant contributions at end of year2015-12-31$158,305
Participant contributions at beginning of year2015-12-31$138,181
Participant contributions at end of year2015-12-31$5,776
Participant contributions at beginning of year2015-12-31$11,699
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$89,546
Administrative expenses (other) incurred2015-12-31$3,695
Total non interest bearing cash at end of year2015-12-31$6,020
Total non interest bearing cash at beginning of year2015-12-31$1,262
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$76,354
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,140,113
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,063,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$3,967,812
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,907,712
Interest on participant loans2015-12-31$6,564
Net investment gain/loss from pooled separate accounts2015-12-31$-90,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$137,250
Employer contributions (assets) at end of year2015-12-31$2,200
Employer contributions (assets) at beginning of year2015-12-31$4,905
Contract administrator fees2015-12-31$1,038
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31M LOVE ASSOCIATES
Accountancy firm EIN2015-12-31464181625
2014 : CURTIS INDUSTRIES, LLC RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$610,998
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$361,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$357,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$368,947
Value of total assets at end of year2014-12-31$4,063,759
Value of total assets at beginning of year2014-12-31$3,814,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,262
Total interest from all sources2014-12-31$8,467
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$259,006
Participant contributions at end of year2014-12-31$138,181
Participant contributions at beginning of year2014-12-31$133,461
Participant contributions at end of year2014-12-31$11,699
Participant contributions at beginning of year2014-12-31$30,519
Total non interest bearing cash at end of year2014-12-31$1,262
Total non interest bearing cash at beginning of year2014-12-31$1,639
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$249,485
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,063,759
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,814,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$3,907,712
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,635,187
Interest on participant loans2014-12-31$8,467
Net investment gain/loss from pooled separate accounts2014-12-31$233,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$109,941
Employer contributions (assets) at end of year2014-12-31$4,905
Employer contributions (assets) at beginning of year2014-12-31$13,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$357,251
Contract administrator fees2014-12-31$4,262
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31M LOVE ASSOCIATES
Accountancy firm EIN2014-12-31464181625
2013 : CURTIS INDUSTRIES, LLC RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,186,054
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$776,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$757,050
Expenses. Certain deemed distributions of participant loans2013-12-31$8,493
Value of total corrective distributions2013-12-31$7,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$452,997
Value of total assets at end of year2013-12-31$3,814,274
Value of total assets at beginning of year2013-12-31$3,404,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,403
Total interest from all sources2013-12-31$5,704
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$182,692
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$182,692
Administrative expenses professional fees incurred2013-12-31$3,403
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$306,323
Participant contributions at end of year2013-12-31$133,461
Participant contributions at beginning of year2013-12-31$137,920
Participant contributions at end of year2013-12-31$30,519
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$11,425
Total non interest bearing cash at end of year2013-12-31$1,639
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$409,911
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,814,274
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,404,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,939,410
Value of interest in pooled separate accounts at end of year2013-12-31$3,635,187
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$5,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$327,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$327,033
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$544,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$135,249
Employer contributions (assets) at end of year2013-12-31$13,468
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$757,050
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CHRISTOPHER HUCKINS CPA PC
Accountancy firm EIN2013-12-31263507266
2012 : CURTIS INDUSTRIES, LLC RETIREMENT PLAN 2012 401k financial data
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$736,047
Total of all expenses incurred2012-12-31$384,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$363,905
Expenses. Certain deemed distributions of participant loans2012-12-31$5,313
Value of total corrective distributions2012-12-31$9,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$350,167
Value of total assets at end of year2012-12-31$3,404,363
Value of total assets at beginning of year2012-12-31$3,052,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,522
Total interest from all sources2012-12-31$5,075
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$59,660
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$59,660
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$239,459
Participant contributions at end of year2012-12-31$137,920
Participant contributions at beginning of year2012-12-31$126,653
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$16,652
Administrative expenses (other) incurred2012-12-31$5,522
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$351,908
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,404,363
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,052,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,939,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,672,875
Interest on participant loans2012-12-31$5,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$327,033
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$252,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$252,927
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$32
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$321,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$94,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$363,905
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CHRISTOPHER HUCKINS CPA PC
Accountancy firm EIN2012-12-31263507266
2011 : CURTIS INDUSTRIES, LLC RETIREMENT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$284,839
Total of all expenses incurred2011-12-31$179,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$173,278
Expenses. Certain deemed distributions of participant loans2011-12-31$1,639
Value of total corrective distributions2011-12-31$1,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$323,342
Value of total assets at end of year2011-12-31$3,052,455
Value of total assets at beginning of year2011-12-31$2,946,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,413
Total interest from all sources2011-12-31$4,952
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$38,360
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$38,360
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$233,292
Participant contributions at end of year2011-12-31$126,653
Participant contributions at beginning of year2011-12-31$140,220
Administrative expenses (other) incurred2011-12-31$2,413
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$105,801
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,052,455
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,946,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,672,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,439,257
Interest on participant loans2011-12-31$4,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$252,927
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$367,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$367,177
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$29
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-81,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$90,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$173,278
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CHRISTOPHER J. HUCKINS, C.P.A.
Accountancy firm EIN2011-12-31263507266
2010 : CURTIS INDUSTRIES, LLC RETIREMENT PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$714,405
Total of all expenses incurred2010-12-31$371,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$347,709
Expenses. Certain deemed distributions of participant loans2010-12-31$3,989
Value of total corrective distributions2010-12-31$14,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$402,588
Value of total assets at end of year2010-12-31$2,946,654
Value of total assets at beginning of year2010-12-31$2,603,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,295
Total interest from all sources2010-12-31$10,320
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$31,526
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$31,526
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$236,510
Participant contributions at end of year2010-12-31$140,220
Participant contributions at beginning of year2010-12-31$132,231
Administrative expenses (other) incurred2010-12-31$5,295
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$343,162
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,946,654
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,603,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,439,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,073,700
Interest on participant loans2010-12-31$10,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$367,177
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$397,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$397,561
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$69
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$269,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$166,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$347,709
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CHRISTOPHER J. HUCKINS, C.P.A.
Accountancy firm EIN2010-12-31263507266
2009 : CURTIS INDUSTRIES, LLC RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CURTIS INDUSTRIES, LLC RETIREMENT PLAN

2022: CURTIS INDUSTRIES, LLC RETIREMENT PLAN 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: CURTIS INDUSTRIES, LLC RETIREMENT PLAN 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: CURTIS INDUSTRIES, LLC RETIREMENT PLAN 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: CURTIS INDUSTRIES, LLC RETIREMENT PLAN 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: CURTIS INDUSTRIES, LLC RETIREMENT PLAN 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: CURTIS INDUSTRIES, LLC RETIREMENT PLAN 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: CURTIS INDUSTRIES, LLC RETIREMENT PLAN 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: CURTIS INDUSTRIES, LLC RETIREMENT PLAN 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: CURTIS INDUSTRIES, LLC RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CURTIS INDUSTRIES, LLC RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CURTIS INDUSTRIES, LLC RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CURTIS INDUSTRIES, LLC RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CURTIS INDUSTRIES, LLC RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CURTIS INDUSTRIES, LLC RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112411
Policy instance 1
Insurance contract or identification number112411
Number of Individuals Covered134
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $15,006
Total amount of fees paid to insurance companyUSD $11,652
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,186
Insurance broker organization code?3
Amount paid for insurance broker fees11652
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112411
Policy instance 1
Insurance contract or identification number112411
Number of Individuals Covered138
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $15,718
Total amount of fees paid to insurance companyUSD $15,646
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,718
Insurance broker organization code?3
Amount paid for insurance broker fees15646
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112411
Policy instance 1
Insurance contract or identification number112411
Number of Individuals Covered140
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $11,954
Total amount of fees paid to insurance companyUSD $13,467
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees13467
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $11,954
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112411
Policy instance 1
Insurance contract or identification number112411
Number of Individuals Covered142
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $10,775
Total amount of fees paid to insurance companyUSD $14,962
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees14962
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $10,775
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112411
Policy instance 1
Insurance contract or identification number112411
Number of Individuals Covered150
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $10,401
Total amount of fees paid to insurance companyUSD $11,350
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees11350
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $10,401
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112411
Policy instance 1
Insurance contract or identification number112411
Number of Individuals Covered156
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $9,720
Total amount of fees paid to insurance companyUSD $6,615
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,720
Insurance broker organization code?3
Amount paid for insurance broker fees6615
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameANGELL PENSION GROUP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112411
Policy instance 1
Insurance contract or identification number112411
Number of Individuals Covered156
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $8,157
Total amount of fees paid to insurance companyUSD $5,811
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,157
Insurance broker organization code?3
Amount paid for insurance broker fees5811
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameANGELL PENSION GROUP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112411
Policy instance 1
Insurance contract or identification number112411
Number of Individuals Covered166
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $700
Total amount of fees paid to insurance companyUSD $13,011
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees13011
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $700
Insurance broker nameCUNA MUTUAL INSURANCE COMPANY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112411
Policy instance 1
Insurance contract or identification number112411
Number of Individuals Covered149
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $26,722
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,722
Insurance broker organization code?3
Insurance broker nameCUNA MUTUAL INSURANCE COMPANY

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