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GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameGARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING PLAN
Plan identification number 001

GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GARDNER POOL COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:GARDNER POOL COMPANY, INC.
Employer identification number (EIN):205783897
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01MISTY WESSELS
0012011-01-01MISTY WESSELS
0012009-01-01MISTY WESSELS

Plan Statistics for GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01147
Total number of active participants reported on line 7a of the Form 55002022-01-01142
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0118
Total of all active and inactive participants2022-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01160
Number of participants with account balances2022-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01149
Total number of active participants reported on line 7a of the Form 55002021-01-01126
Number of retired or separated participants receiving benefits2021-01-010
Total of all active and inactive participants2021-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01126
Number of participants with account balances2021-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01173
Total number of active participants reported on line 7a of the Form 55002020-01-01132
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0113
Total of all active and inactive participants2020-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01145
Number of participants with account balances2020-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01191
Total number of active participants reported on line 7a of the Form 55002019-01-01132
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0142
Total of all active and inactive participants2019-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01174
Number of participants with account balances2019-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0139
2018: GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01167
Total number of active participants reported on line 7a of the Form 55002018-01-01164
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0126
Total of all active and inactive participants2018-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01190
Number of participants with account balances2018-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01166
Total number of active participants reported on line 7a of the Form 55002017-01-01164
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01183
Number of participants with account balances2017-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01173
Total number of active participants reported on line 7a of the Form 55002016-01-01151
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01170
Number of participants with account balances2016-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01173
Total number of active participants reported on line 7a of the Form 55002015-01-01159
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01175
Number of participants with account balances2015-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01155
Total number of active participants reported on line 7a of the Form 55002014-01-01137
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01150
Number of participants with account balances2014-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01132
Total number of active participants reported on line 7a of the Form 55002013-01-01157
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01168
Number of participants with account balances2013-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01114
Total number of active participants reported on line 7a of the Form 55002012-01-01106
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01116
Number of participants with account balances2012-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01119
Total number of active participants reported on line 7a of the Form 55002011-01-01100
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01109
Number of participants with account balances2011-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01124
Total number of active participants reported on line 7a of the Form 55002009-01-0196
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0128
Total of all active and inactive participants2009-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01124
Number of participants with account balances2009-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING 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$136,484
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$190,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$147,532
Value of total corrective distributions2022-12-31$21,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$680,457
Value of total assets at end of year2022-12-31$3,560,055
Value of total assets at beginning of year2022-12-31$3,614,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$21,957
Total interest from all sources2022-12-31$13,420
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$300,000
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$437,199
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$240,373
Other income not declared elsewhere2022-12-31$2,669
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-54,366
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,560,055
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,614,421
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$2,863,179
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,106,154
Interest on participant loans2022-12-31$6,273
Interest earned on other investments2022-12-31$7,147
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$580,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$419,965
Net investment gain/loss from pooled separate accounts2022-12-31$-560,062
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$2,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$147,532
Contract administrator fees2022-12-31$21,957
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$116,010
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$88,302
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 name2022-12-31OZUROVICH & ASSOCIATES OZUROVICH &
Accountancy firm EIN2022-12-31811356386
2021 : GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING 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$865,969
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$246,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$191,550
Expenses. Certain deemed distributions of participant loans2021-12-31$4,274
Value of total corrective distributions2021-12-31$41,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$375,547
Value of total assets at end of year2021-12-31$3,614,421
Value of total assets at beginning of year2021-12-31$2,995,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$9,910
Total interest from all sources2021-12-31$9,948
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$300,000
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$363,843
Participant contributions at end of year2021-12-31$88,302
Participant contributions at beginning of year2021-12-31$133,710
Other income not declared elsewhere2021-12-31$2,800
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$618,980
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,614,421
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,995,441
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$3,106,154
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,590,771
Interest on participant loans2021-12-31$6,206
Interest earned on other investments2021-12-31$3,742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$419,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$270,960
Net investment gain/loss from pooled separate accounts2021-12-31$477,674
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$11,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$191,550
Contract administrator fees2021-12-31$9,910
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 name2021-12-31OZUROVICH & ASSOCIATES OZUROVICH &
Accountancy firm EIN2021-12-31811356386
2020 : GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING 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$729,838
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$454,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$403,010
Expenses. Certain deemed distributions of participant loans2020-12-31$9,691
Value of total corrective distributions2020-12-31$35,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$344,785
Value of total assets at end of year2020-12-31$2,995,441
Value of total assets at beginning of year2020-12-31$2,720,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,663
Total interest from all sources2020-12-31$11,604
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$300,000
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$344,119
Participant contributions at end of year2020-12-31$133,710
Participant contributions at beginning of year2020-12-31$155,400
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$275,330
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,995,441
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,720,111
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$2,590,771
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,292,934
Interest on participant loans2020-12-31$8,614
Interest earned on other investments2020-12-31$2,990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$270,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$271,777
Net investment gain/loss from pooled separate accounts2020-12-31$373,449
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$666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$403,010
Contract administrator fees2020-12-31$6,663
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 name2020-12-31OZUROVICH & ASSOCIATES OZUROVICH &
Accountancy firm EIN2020-12-31811356386
2019 : GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING 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$846,367
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$457,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$423,464
Expenses. Certain deemed distributions of participant loans2019-12-31$9,675
Value of total corrective distributions2019-12-31$13,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$372,173
Value of total assets at end of year2019-12-31$2,720,111
Value of total assets at beginning of year2019-12-31$2,331,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,984
Total interest from all sources2019-12-31$25,728
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$300,000
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$340,865
Participant contributions at end of year2019-12-31$155,400
Participant contributions at beginning of year2019-12-31$183,982
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$616
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$388,778
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,720,111
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,331,333
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$2,292,934
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,889,443
Interest on participant loans2019-12-31$10,596
Interest earned on other investments2019-12-31$15,132
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$271,777
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$257,908
Net investment gain/loss from pooled separate accounts2019-12-31$448,466
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$30,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$423,464
Contract administrator fees2019-12-31$10,984
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 name2019-12-31OZUROVICH & ASSOCIATES
Accountancy firm EIN2019-12-31811356386
2018 : GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING 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$321,230
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$466,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$455,291
Value of total corrective distributions2018-12-31$8,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$415,548
Value of total assets at end of year2018-12-31$2,331,333
Value of total assets at beginning of year2018-12-31$2,477,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,623
Total interest from all sources2018-12-31$16,699
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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$365,548
Participant contributions at end of year2018-12-31$183,982
Participant contributions at beginning of year2018-12-31$237,227
Other income not declared elsewhere2018-12-31$-916
Total non interest bearing cash at beginning of year2018-12-31$915
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-145,734
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,331,333
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,477,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,238,925
Value of interest in pooled separate accounts at end of year2018-12-31$1,889,443
Interest on participant loans2018-12-31$14,525
Interest earned on other investments2018-12-31$2,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$257,908
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$17,805
Net investment gain/loss from pooled separate accounts2018-12-31$-127,906
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$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$455,291
Contract administrator fees2018-12-31$3,210
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31THE OZUROVICH GROUP, INC
Accountancy firm EIN2018-12-31954502766
2017 : GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$633,015
Total of all expenses incurred2017-12-31$800,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$782,228
Value of total corrective distributions2017-12-31$10,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$268,298
Value of total assets at end of year2017-12-31$2,477,067
Value of total assets at beginning of year2017-12-31$2,644,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,775
Total interest from all sources2017-12-31$11,655
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$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$218,298
Participant contributions at end of year2017-12-31$237,227
Participant contributions at beginning of year2017-12-31$200,529
Total non interest bearing cash at end of year2017-12-31$915
Total non interest bearing cash at beginning of year2017-12-31$915
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-167,658
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,477,067
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,644,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$1,480
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,238,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,443,281
Income. Interest from loans (other than to participants)2017-12-31$11,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$353,062
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$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$782,228
Contract administrator fees2017-12-31$6,295
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 name2017-12-31THE OZUROVICH GROUP, INC.
Accountancy firm EIN2017-12-31954502766
2016 : GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$381,392
Total of all expenses incurred2016-12-31$101,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$50,331
Expenses. Certain deemed distributions of participant loans2016-12-31$26,563
Value of total corrective distributions2016-12-31$17,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$216,450
Value of total assets at end of year2016-12-31$2,644,725
Value of total assets at beginning of year2016-12-31$2,364,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,490
Total interest from all sources2016-12-31$10,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$166,354
Participant contributions at end of year2016-12-31$200,529
Participant contributions at beginning of year2016-12-31$229,201
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$96
Total non interest bearing cash at end of year2016-12-31$915
Total non interest bearing cash at beginning of year2016-12-31$799
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$280,199
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,644,725
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,364,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$1,115
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,443,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,134,526
Interest on participant loans2016-12-31$10,907
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$154,035
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$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$50,331
Contract administrator fees2016-12-31$5,375
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 name2016-12-31THE OZUROVICH GROUP, INC.
Accountancy firm EIN2016-12-31954502766
2015 : GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING 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$164,223
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$100,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$46,313
Expenses. Certain deemed distributions of participant loans2015-12-31$9,462
Value of total corrective distributions2015-12-31$32,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$197,550
Value of total assets at end of year2015-12-31$2,364,526
Value of total assets at beginning of year2015-12-31$2,301,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,644
Total interest from all sources2015-12-31$10,947
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
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
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$172,882
Participant contributions at end of year2015-12-31$229,201
Participant contributions at beginning of year2015-12-31$201,835
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$24,668
Total non interest bearing cash at end of year2015-12-31$799
Total non interest bearing cash at beginning of year2015-12-31$799
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$63,373
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,364,526
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,301,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$1,138
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,134,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,098,519
Interest on participant loans2015-12-31$10,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-44,274
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$46,313
Contract administrator fees2015-12-31$11,506
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 name2015-12-31THE OZUROVICH GROUP, INC.
Accountancy firm EIN2015-12-31954502766
2014 : GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$256,171
Total of all expenses incurred2014-12-31$146,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$122,517
Expenses. Certain deemed distributions of participant loans2014-12-31$2,231
Value of total corrective distributions2014-12-31$16,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$168,583
Value of total assets at end of year2014-12-31$2,301,153
Value of total assets at beginning of year2014-12-31$2,191,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,345
Total interest from all sources2014-12-31$10,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$4,125
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$168,583
Participant contributions at end of year2014-12-31$201,835
Participant contributions at beginning of year2014-12-31$205,691
Total non interest bearing cash at end of year2014-12-31$799
Total non interest bearing cash at beginning of year2014-12-31$799
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$109,945
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,301,153
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,191,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,098,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,984,718
Income. Interest from loans (other than to participants)2014-12-31$10,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$77,425
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$122,517
Contract administrator fees2014-12-31$1,220
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 name2014-12-31THE OZUROVICH GROUP, INC.
Accountancy firm EIN2014-12-31954502766
2013 : GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$431,122
Total of all expenses incurred2013-12-31$103,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$94,521
Expenses. Certain deemed distributions of participant loans2013-12-31$1,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$173,789
Value of total assets at end of year2013-12-31$2,191,208
Value of total assets at beginning of year2013-12-31$1,863,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,305
Total interest from all sources2013-12-31$10,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$167,207
Participant contributions at end of year2013-12-31$205,691
Participant contributions at beginning of year2013-12-31$219,669
Participant contributions at beginning of year2013-12-31$2,560
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$6,582
Total non interest bearing cash at end of year2013-12-31$799
Total non interest bearing cash at beginning of year2013-12-31$861
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$327,412
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,191,208
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,863,796
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$1,984,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,640,706
Interest on participant loans2013-12-31$10,316
Net investment gain/loss from pooled separate accounts2013-12-31$247,017
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$94,521
Contract administrator fees2013-12-31$7,305
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 name2013-12-31THE OZUROVICH GROUP, INC.
Accountancy firm EIN2013-12-31954502766
2012 : GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$334,149
Total of all expenses incurred2012-12-31$40,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$35,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$150,310
Value of total assets at end of year2012-12-31$1,863,796
Value of total assets at beginning of year2012-12-31$1,569,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,843
Total interest from all sources2012-12-31$11,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$219,669
Participant contributions at beginning of year2012-12-31$233,343
Participant contributions at end of year2012-12-31$2,560
Total non interest bearing cash at end of year2012-12-31$861
Total non interest bearing cash at beginning of year2012-12-31$2,715
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$294,063
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,863,796
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,569,733
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 pooled separate accounts at end of year2012-12-31$1,640,706
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,333,675
Interest on participant loans2012-12-31$11,022
Net investment gain/loss from pooled separate accounts2012-12-31$172,817
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$150,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$35,243
Contract administrator fees2012-12-31$4,843
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 name2012-12-31THE OZUROVICH GROUP, INC.
Accountancy firm EIN2012-12-31954502766
2011 : GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING PLAN 2011 401k financial data
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$101,938
Total of all expenses incurred2011-12-31$144,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$130,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$114,675
Value of total assets at end of year2011-12-31$1,569,733
Value of total assets at beginning of year2011-12-31$1,611,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,937
Total interest from all sources2011-12-31$9,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$114,675
Participant contributions at end of year2011-12-31$233,343
Participant contributions at beginning of year2011-12-31$124,674
Total non interest bearing cash at end of year2011-12-31$2,715
Total non interest bearing cash at beginning of year2011-12-31$1,466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-42,264
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,569,733
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,611,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,333,675
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,485,857
Interest on participant loans2011-12-31$9,478
Net investment gain/loss from pooled separate accounts2011-12-31$-22,215
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$130,265
Contract administrator fees2011-12-31$13,937
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 name2011-12-31THE OZUROVICH GROUP, INC.
Accountancy firm EIN2011-12-31954502766
2010 : GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$261,231
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$182,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$171,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$86,460
Value of total assets at end of year2010-12-31$1,611,997
Value of total assets at beginning of year2010-12-31$1,533,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,262
Total interest from all sources2010-12-31$7,345
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$86,460
Participant contributions at end of year2010-12-31$124,674
Participant contributions at beginning of year2010-12-31$172,669
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$1,466
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$78,635
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,611,997
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,533,362
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
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$1,485,857
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,360,693
Interest on participant loans2010-12-31$7,345
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$167,426
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
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$171,334
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$11,262
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
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
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31LICKER OZUROVICH, CPA S
Accountancy firm EIN2010-12-31954549078
2009 : GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING 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 GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING PLAN

2022: GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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: GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING 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: GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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: GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING 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: GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING 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: GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING 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 benefit arrangement – InsuranceYes
2016: GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING 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 benefit arrangement – InsuranceYes
2015: GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING 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 benefit arrangement – InsuranceYes
2014: GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING 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 benefit arrangement – InsuranceYes
2013: GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING 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 benefit arrangement – InsuranceYes
2012: GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING 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 – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING 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 is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: GARDNER POOL COMPANY, INC. DBA GARDNER POOL PLASTERING 401(K) PROFIT SHARING 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 is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069417
Policy instance 1
Insurance contract or identification number069417
Number of Individuals Covered160
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069417
Policy instance 1
Insurance contract or identification number069417
Number of Individuals Covered147
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069417
Policy instance 1
Insurance contract or identification number069417
Number of Individuals Covered145
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069417
Policy instance 1
Insurance contract or identification number069417
Number of Individuals Covered174
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,954
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $2,954
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90142
Policy instance 1
Insurance contract or identification number90142
Number of Individuals Covered190
Insurance policy start date2018-01-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069417
Policy instance 2
Insurance contract or identification number069417
Number of Individuals Covered190
Insurance policy start date2018-04-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $7,093
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $7,093
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90142
Policy instance 1
Insurance contract or identification number90142
Number of Individuals Covered163
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $10,075
Total amount of fees paid to insurance companyUSD $10,281
Commission paid to Insurance BrokerUSD $7,677
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees8895
Insurance broker nameQBI LLC

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