?>
Logo

KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) PLAN 401k Plan overview

Plan NameKOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) PLAN
Plan identification number 002

KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) PLAN Benefits

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

401k Sponsoring company profile

KOMLINE-SANDERSON CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:KOMLINE-SANDERSON CORPORATION
Employer identification number (EIN):221442955
NAIC Classification:333900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022017-01-01ANNETTE J. OSWALD ANNETTE J. OSWALD2018-11-09
0022017-01-01ANNETTE J. OSWALD ANNETTE J. OSWALD2018-10-12
0022016-01-01ANNETTE J. OSWALD ANNETTE J. OSWALD2017-09-27
0022016-01-01 ANNETTE J. OSWALD2017-09-26
0022015-01-01ANNETTE J. OSWALD ANNETTE J. OSWALD2016-10-17
0022014-01-01ANNETTE J. OSWALD ANNETTE J. OSWALD2015-10-08
0022013-01-01ANNETTE J. OSWALD ANNETTE J. OSWALD2014-10-15
0022012-01-01MARK J DAVIS
0022011-01-01MARK J DAVIS
0022009-01-01MARK J DAVIS

Plan Statistics for KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) PLAN

401k plan membership statisitcs for KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) PLAN

Measure Date Value
2022: KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01411
Total number of active participants reported on line 7a of the Form 55002022-01-01384
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-0179
Total of all active and inactive participants2022-01-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01469
Number of participants with account balances2022-01-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01167
Total number of active participants reported on line 7a of the Form 55002021-01-01339
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-0161
Total of all active and inactive participants2021-01-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01408
Number of participants with account balances2021-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01166
Total number of active participants reported on line 7a of the Form 55002020-01-01103
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-0153
Total of all active and inactive participants2020-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01164
Number of participants with account balances2020-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01160
Total number of active participants reported on line 7a of the Form 55002019-01-01100
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-0158
Total of all active and inactive participants2019-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01166
Number of participants with account balances2019-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01159
Total number of active participants reported on line 7a of the Form 55002018-01-01102
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-0152
Total of all active and inactive participants2018-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01160
Number of participants with account balances2018-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01151
Total number of active participants reported on line 7a of the Form 55002017-01-01113
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-0141
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 balances2017-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01145
Total number of active participants reported on line 7a of the Form 55002016-01-01111
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0136
Total of all active and inactive participants2016-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01150
Number of participants with account balances2016-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01150
Total number of active participants reported on line 7a of the Form 55002015-01-01104
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0137
Total of all active and inactive participants2015-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01145
Number of participants with account balances2015-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01157
Total number of active participants reported on line 7a of the Form 55002014-01-01105
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0141
Total of all active and inactive participants2014-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01149
Number of participants with account balances2014-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01158
Total number of active participants reported on line 7a of the Form 55002013-01-01118
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01157
Number of participants with account balances2013-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01174
Total number of active participants reported on line 7a of the Form 55002012-01-01121
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0135
Total of all active and inactive participants2012-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01158
Number of participants with account balances2012-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01159
Total number of active participants reported on line 7a of the Form 55002011-01-01141
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0132
Total of all active and inactive participants2011-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01174
Number of participants with account balances2011-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01156
Total number of active participants reported on line 7a of the Form 55002009-01-01120
Number of retired or separated participants receiving benefits2009-01-017
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01155
Number of participants with account balances2009-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) PLAN

Measure Date Value
2022 : KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-1,713,392
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,149,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,091,336
Value of total corrective distributions2022-12-31$10,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,601,697
Value of total assets at end of year2022-12-31$39,447,230
Value of total assets at beginning of year2022-12-31$45,310,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$47,523
Total interest from all sources2022-12-31$133,780
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$313,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$313,770
Administrative expenses professional fees incurred2022-12-31$14,237
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$2,154,116
Participant contributions at end of year2022-12-31$302,625
Participant contributions at beginning of year2022-12-31$196,976
Participant contributions at end of year2022-12-31$5,975
Participant contributions at beginning of year2022-12-31$7,037
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,837,816
Other income not declared elsewhere2022-12-31$50,128
Administrative expenses (other) incurred2022-12-31$850
Total non interest bearing cash at end of year2022-12-31$143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,863,168
Value of net assets at end of year (total assets less liabilities)2022-12-31$39,447,230
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$45,310,398
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
Investment advisory and management fees2022-12-31$12,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$24,493,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$36,419,986
Value of interest in pooled separate accounts at end of year2022-12-31$6,406,797
Interest on participant loans2022-12-31$13,769
Interest earned on other investments2022-12-31$120,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$8,236,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$8,684,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,467,368
Net investment gain/loss from pooled separate accounts2022-12-31$-345,399
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$609,765
Employer contributions (assets) at end of year2022-12-31$1,955
Employer contributions (assets) at beginning of year2022-12-31$2,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,091,336
Contract administrator fees2022-12-31$19,936
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 name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) 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$11,713,533
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,626,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,608,793
Expenses. Certain deemed distributions of participant loans2021-12-31$2,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,575,815
Value of total assets at end of year2021-12-31$45,310,398
Value of total assets at beginning of year2021-12-31$38,223,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$15,628
Total interest from all sources2021-12-31$98,873
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$369,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$369,191
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$1,555,584
Participant contributions at end of year2021-12-31$196,976
Participant contributions at beginning of year2021-12-31$189,907
Participant contributions at end of year2021-12-31$7,037
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,622,095
Other income not declared elsewhere2021-12-31$58,080
Administrative expenses (other) incurred2021-12-31$15,628
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$7,086,645
Value of net assets at end of year (total assets less liabilities)2021-12-31$45,310,398
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$38,223,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$36,419,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$30,583,816
Interest on participant loans2021-12-31$9,204
Interest earned on other investments2021-12-31$89,669
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$8,684,154
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,450,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,611,574
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$398,136
Employer contributions (assets) at end of year2021-12-31$2,245
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,608,793
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) 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$7,353,435
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,801,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,736,012
Value of total corrective distributions2020-12-31$2,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,247,510
Value of total assets at end of year2020-12-31$38,223,753
Value of total assets at beginning of year2020-12-31$33,671,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$62,483
Total interest from all sources2020-12-31$103,434
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$244,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$244,473
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$1,000,433
Participant contributions at end of year2020-12-31$189,907
Participant contributions at beginning of year2020-12-31$202,330
Other income not declared elsewhere2020-12-31$48,959
Administrative expenses (other) incurred2020-12-31$62,483
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$4,552,329
Value of net assets at end of year (total assets less liabilities)2020-12-31$38,223,753
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$33,671,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$30,583,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,247,973
Interest on participant loans2020-12-31$12,153
Interest earned on other investments2020-12-31$91,281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,450,030
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$7,221,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,709,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$247,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,736,012
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 name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) 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$6,786,162
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,798,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,736,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,135,379
Value of total assets at end of year2019-12-31$33,671,424
Value of total assets at beginning of year2019-12-31$28,683,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$62,157
Total interest from all sources2019-12-31$125,522
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$270,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$270,075
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$897,050
Participant contributions at end of year2019-12-31$202,330
Participant contributions at beginning of year2019-12-31$129,011
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$10,709
Other income not declared elsewhere2019-12-31$46,278
Administrative expenses (other) incurred2019-12-31$62,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,987,490
Value of net assets at end of year (total assets less liabilities)2019-12-31$33,671,424
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$28,683,934
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$26,247,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,247,844
Interest on participant loans2019-12-31$8,666
Interest earned on other investments2019-12-31$116,856
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,221,121
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,307,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,208,908
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$227,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,736,515
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 name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) 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$119,309
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,385,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,339,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,188,305
Value of total assets at end of year2018-12-31$28,683,934
Value of total assets at beginning of year2018-12-31$29,950,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$46,440
Total interest from all sources2018-12-31$96,538
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$274,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$274,106
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$963,377
Participant contributions at end of year2018-12-31$129,011
Participant contributions at beginning of year2018-12-31$262,548
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$14,352
Other income not declared elsewhere2018-12-31$45,329
Administrative expenses (other) incurred2018-12-31$46,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,266,133
Value of net assets at end of year (total assets less liabilities)2018-12-31$28,683,934
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$29,950,067
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,247,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$23,955,526
Interest on participant loans2018-12-31$8,604
Interest earned on other investments2018-12-31$87,934
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,307,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,713,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,484,969
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$224,928
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$3,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,339,002
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 name2018-12-31CLIFTONLARSONALLEN,LLP
Accountancy firm EIN2018-12-31410746749
2017 : KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) 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$5,780,972
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$793,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$768,198
Expenses. Certain deemed distributions of participant loans2017-12-31$-122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,217,054
Value of total assets at end of year2017-12-31$29,931,755
Value of total assets at beginning of year2017-12-31$24,944,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$25,230
Total interest from all sources2017-12-31$85,105
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$196,592
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$196,592
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$973,166
Participant contributions at end of year2017-12-31$262,548
Participant contributions at beginning of year2017-12-31$356,207
Participant contributions at end of year2017-12-31$14,352
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$10,130
Other income not declared elsewhere2017-12-31$20,325
Administrative expenses (other) incurred2017-12-31$25,230
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$4,987,666
Value of net assets at end of year (total assets less liabilities)2017-12-31$29,931,755
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$24,944,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$23,955,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,919,561
Interest on participant loans2017-12-31$12,935
Interest earned on other investments2017-12-31$72,170
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,713,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,668,321
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,261,896
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$233,758
Employer contributions (assets) at end of year2017-12-31$3,960
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$768,198
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 name2017-12-31WITHUM SMITH & BROWN, PC
Accountancy firm EIN2017-12-31222027092
2016 : KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) 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$2,467,915
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,890,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,870,208
Value of total corrective distributions2016-12-31$3,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,174,611
Value of total assets at end of year2016-12-31$24,944,089
Value of total assets at beginning of year2016-12-31$24,366,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,390
Total interest from all sources2016-12-31$85,189
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$192,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$192,260
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$918,223
Participant contributions at end of year2016-12-31$356,207
Participant contributions at beginning of year2016-12-31$296,103
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$36,529
Other income not declared elsewhere2016-12-31$8,155
Administrative expenses (other) incurred2016-12-31$16,390
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$577,393
Value of net assets at end of year (total assets less liabilities)2016-12-31$24,944,089
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,366,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,919,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$18,431,947
Interest on participant loans2016-12-31$13,095
Interest earned on other investments2016-12-31$72,094
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,668,321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,638,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,007,700
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$219,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,870,208
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 name2016-12-31WITHUM SMITH & BROWN, PC
Accountancy firm EIN2016-12-31222027092
2015 : KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) 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$1,546,344
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$949,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$937,698
Value of total corrective distributions2015-12-31$2,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,219,515
Value of total assets at end of year2015-12-31$24,366,696
Value of total assets at beginning of year2015-12-31$23,769,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,556
Total interest from all sources2015-12-31$54,888
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$213,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$213,019
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$875,122
Participant contributions at end of year2015-12-31$296,103
Participant contributions at beginning of year2015-12-31$265,569
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$132,862
Other income not declared elsewhere2015-12-31$-68,080
Administrative expenses (other) incurred2015-12-31$9,556
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$596,780
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,366,696
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,769,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$18,431,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,573,462
Interest on participant loans2015-12-31$12,318
Interest earned on other investments2015-12-31$42,570
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$4,930,885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,638,646
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$108,740
Net investment gain or loss from common/collective trusts2015-12-31$18,262
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$211,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$937,698
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 name2015-12-31WITHUM SMITH & BROWN, PC
Accountancy firm EIN2015-12-31222027092
2014 : KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) 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$2,406,203
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,672,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,657,819
Expenses. Certain deemed distributions of participant loans2014-12-31$5,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,082,661
Value of total assets at end of year2014-12-31$23,769,916
Value of total assets at beginning of year2014-12-31$23,036,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,840
Total interest from all sources2014-12-31$11,818
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$207,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$207,136
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$866,975
Participant contributions at end of year2014-12-31$265,569
Participant contributions at beginning of year2014-12-31$306,098
Administrative expenses (other) incurred2014-12-31$8,840
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$733,772
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,769,916
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$23,036,144
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$18,573,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,967,186
Interest on participant loans2014-12-31$11,818
Value of interest in common/collective trusts at end of year2014-12-31$4,930,885
Value of interest in common/collective trusts at beginning of year2014-12-31$4,762,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,033,404
Net investment gain or loss from common/collective trusts2014-12-31$71,184
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$215,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,657,819
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 name2014-12-31BBD, LLP
Accountancy firm EIN2014-12-31232896692
2013 : KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) 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$4,891,790
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,697,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,666,257
Value of total corrective distributions2013-12-31$189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,197,293
Value of total assets at end of year2013-12-31$23,036,144
Value of total assets at beginning of year2013-12-31$19,841,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$31,164
Total interest from all sources2013-12-31$12,835
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$180,433
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$180,433
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$935,829
Participant contributions at end of year2013-12-31$306,098
Participant contributions at beginning of year2013-12-31$302,161
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$24,295
Other income not declared elsewhere2013-12-31$15,214
Administrative expenses (other) incurred2013-12-31$31,164
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$3,194,180
Value of net assets at end of year (total assets less liabilities)2013-12-31$23,036,144
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,841,964
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$17,967,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$14,435,487
Interest on participant loans2013-12-31$12,835
Value of interest in common/collective trusts at end of year2013-12-31$4,762,860
Value of interest in common/collective trusts at beginning of year2013-12-31$5,104,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,540,552
Net investment gain or loss from common/collective trusts2013-12-31$-54,537
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$237,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,666,257
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 name2013-12-31BBD, LLP
Accountancy firm EIN2013-12-31232896692
2012 : KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,137,822
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$606,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$592,193
Expenses. Certain deemed distributions of participant loans2012-12-31$5,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,192,951
Value of total assets at end of year2012-12-31$19,841,964
Value of total assets at beginning of year2012-12-31$17,310,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,474
Total interest from all sources2012-12-31$10,234
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$201,035
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$201,035
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$943,738
Participant contributions at end of year2012-12-31$302,161
Participant contributions at beginning of year2012-12-31$236,968
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$8,474
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$2,531,684
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,841,964
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$17,310,280
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$14,435,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,253,523
Interest on participant loans2012-12-31$10,234
Value of interest in common/collective trusts at end of year2012-12-31$5,104,316
Value of interest in common/collective trusts at beginning of year2012-12-31$4,819,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,642,159
Net investment gain or loss from common/collective trusts2012-12-31$91,443
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$249,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$592,193
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 name2012-12-31BBD, LLP
Accountancy firm EIN2012-12-31232896692
2011 : KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,015,332
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,276,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,261,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,223,757
Value of total assets at end of year2011-12-31$17,310,280
Value of total assets at beginning of year2011-12-31$17,571,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,887
Total interest from all sources2011-12-31$11,079
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$159,498
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$159,498
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$968,121
Participant contributions at end of year2011-12-31$236,968
Participant contributions at beginning of year2011-12-31$268,018
Other income not declared elsewhere2011-12-31$6,650
Administrative expenses (other) incurred2011-12-31$14,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-260,737
Value of net assets at end of year (total assets less liabilities)2011-12-31$17,310,280
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,571,017
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$12,253,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,876,462
Interest on participant loans2011-12-31$11,079
Value of interest in common/collective trusts at end of year2011-12-31$4,819,789
Value of interest in common/collective trusts at beginning of year2011-12-31$4,426,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-492,870
Net investment gain or loss from common/collective trusts2011-12-31$107,218
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$255,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,261,182
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 name2011-12-31BBD, LLP
Accountancy firm EIN2011-12-31232896692
2010 : KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) 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$3,006,819
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$625,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$624,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,115,697
Value of total assets at end of year2010-12-31$17,571,017
Value of total assets at beginning of year2010-12-31$15,190,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,180
Total interest from all sources2010-12-31$10,872
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$156,868
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$156,868
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$966,570
Participant contributions at end of year2010-12-31$268,018
Participant contributions at beginning of year2010-12-31$153,082
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$5,696
Administrative expenses (other) incurred2010-12-31$1,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,380,948
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,571,017
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,190,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,876,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,475,671
Interest on participant loans2010-12-31$10,872
Value of interest in common/collective trusts at end of year2010-12-31$4,426,537
Value of interest in common/collective trusts at beginning of year2010-12-31$3,561,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,539,973
Net investment gain or loss from common/collective trusts2010-12-31$183,409
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$143,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$624,691
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 name2010-12-31BBD,LLP
Accountancy firm EIN2010-12-31232896692
2009 : KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) 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 KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) PLAN

2022: KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) 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: KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) 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: KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) 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: KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) 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: KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) 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: KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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: KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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: KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) 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: KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) 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: KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: KOMLINE-SANDERSON ENGINEERING CORPORATION 401(K) 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number300310
Policy instance 1
Insurance contract or identification number300310
Number of Individuals Covered469
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number300310
Policy instance 1
Insurance contract or identification number300310
Number of Individuals Covered408
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number300310
Policy instance 1
Insurance contract or identification number300310
Number of Individuals Covered164
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number300310
Policy instance 1
Insurance contract or identification number300310
Number of Individuals Covered166
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number300310
Policy instance 1
Insurance contract or identification number300310
Number of Individuals Covered160
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number300310
Policy instance 1
Insurance contract or identification number300310
Number of Individuals Covered158
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,062
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2062
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameWELLS FARGO WEALTH BROKGE INS AGCY,
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number300310
Policy instance 1
Insurance contract or identification number300310
Number of Individuals Covered145
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,785
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4785
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameWELLS FARGO WEALTH BROKGE INS AGCY,

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3