401k Plan data: JOHN TYLER ENTERPRISES INC. 401K PLAN plan

JOHN TYLER ENTERPRISES INC. 401K PLAN 401k Plan overview

Plan Name	JOHN TYLER ENTERPRISES INC. 401K PLAN
Plan identification number	001

JOHN TYLER ENTERPRISES INC. 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

NEST INTERNATIONAL INC. has sponsored the creation of one or more 401k plans.

Company Name: NEST INTERNATIONAL INC.

Employer identification number (EIN): 223340022

NAIC Classification: 561110
NAIC Description: Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN TYLER ENTERPRISES INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JODIE ARGRAVES JODIE ARGRAVES 2018-10-15
001 2016-01-01 JODIE ARGRAVES JODIE ARGRAVES 2017-10-13
001 2015-01-01 JODIE ARGRAVES JODIE ARGRAVES 2016-10-13
001 2014-01-01 JODIE ARGRAVES JODIE ARGRAVES 2015-10-12
001 2013-01-01 JODIE ARGRAVES JODIE ARGRAVES 2014-08-22
001 2012-01-01 JODIE ARGRAVES JODIE ARGRAVES 2014-07-24
001 2011-01-01 JODIE ARGRAVES 2013-10-30
001 2010-01-01 NATAINE RODGERS 2011-06-14
001 2009-01-01 NATAINE RODGERS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JODIE ARGRAVES		JODIE ARGRAVES	2018-10-15
001	2016-01-01	JODIE ARGRAVES		JODIE ARGRAVES	2017-10-13
001	2015-01-01	JODIE ARGRAVES		JODIE ARGRAVES	2016-10-13
001	2014-01-01	JODIE ARGRAVES		JODIE ARGRAVES	2015-10-12
001	2013-01-01	JODIE ARGRAVES		JODIE ARGRAVES	2014-08-22
001	2012-01-01	JODIE ARGRAVES		JODIE ARGRAVES	2014-07-24
001	2011-01-01	JODIE ARGRAVES	2013-10-30
001	2010-01-01	NATAINE RODGERS	2011-06-14
001	2009-01-01	NATAINE RODGERS

Plan Statistics for JOHN TYLER ENTERPRISES INC. 401K PLAN

401k plan membership statisitcs for JOHN TYLER ENTERPRISES INC. 401K PLAN

Measure Date Value
2022: JOHN TYLER ENTERPRISES INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 331
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 235
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 70
Total of all active and inactive participants 2022-01-01 305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 305
Number of participants with account balances 2022-01-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: JOHN TYLER ENTERPRISES INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 307
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 255
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 74
Total of all active and inactive participants 2021-01-01 329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 329
Number of participants with account balances 2021-01-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JOHN TYLER ENTERPRISES INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 325
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 230
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 77
Total of all active and inactive participants 2020-01-01 307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 307
Number of participants with account balances 2020-01-01 189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JOHN TYLER ENTERPRISES INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 330
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 246
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 76
Total of all active and inactive participants 2019-01-01 322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 322
Number of participants with account balances 2019-01-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JOHN TYLER ENTERPRISES INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 265
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 262
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 68
Total of all active and inactive participants 2018-01-01 330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 330
Number of participants with account balances 2018-01-01 200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JOHN TYLER ENTERPRISES INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 266
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 57
Total of all active and inactive participants 2017-01-01 323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 323
Number of participants with account balances 2017-01-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JOHN TYLER ENTERPRISES INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 202
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 49
Total of all active and inactive participants 2016-01-01 251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 251
Number of participants with account balances 2016-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JOHN TYLER ENTERPRISES INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 203
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 190
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 49
Total of all active and inactive participants 2015-01-01 239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 239
Number of participants with account balances 2015-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JOHN TYLER ENTERPRISES INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 179
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 28
Total of all active and inactive participants 2014-01-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 207
Number of participants with account balances 2014-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JOHN TYLER ENTERPRISES INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 164
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 25
Total of all active and inactive participants 2013-01-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 189
Number of participants with account balances 2013-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JOHN TYLER ENTERPRISES INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 148
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 19
Total of all active and inactive participants 2012-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 167
Number of participants with account balances 2012-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2009: JOHN TYLER ENTERPRISES INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 97
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 13
Total of all active and inactive participants 2009-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 110
Number of participants with account balances 2009-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: JOHN TYLER ENTERPRISES INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	331
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	235
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	70
Total of all active and inactive participants	2022-01-01	305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	305
Number of participants with account balances	2022-01-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: JOHN TYLER ENTERPRISES INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	307
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	255
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	74
Total of all active and inactive participants	2021-01-01	329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	329
Number of participants with account balances	2021-01-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JOHN TYLER ENTERPRISES INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	325
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	230
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	77
Total of all active and inactive participants	2020-01-01	307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	307
Number of participants with account balances	2020-01-01	189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JOHN TYLER ENTERPRISES INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	330
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	246
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	76
Total of all active and inactive participants	2019-01-01	322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	322
Number of participants with account balances	2019-01-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JOHN TYLER ENTERPRISES INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	265
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	262
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	68
Total of all active and inactive participants	2018-01-01	330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	330
Number of participants with account balances	2018-01-01	200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JOHN TYLER ENTERPRISES INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	266
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	57
Total of all active and inactive participants	2017-01-01	323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	323
Number of participants with account balances	2017-01-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JOHN TYLER ENTERPRISES INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	202
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	49
Total of all active and inactive participants	2016-01-01	251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	251
Number of participants with account balances	2016-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JOHN TYLER ENTERPRISES INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	203
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	190
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	49
Total of all active and inactive participants	2015-01-01	239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	239
Number of participants with account balances	2015-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JOHN TYLER ENTERPRISES INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	179
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	28
Total of all active and inactive participants	2014-01-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	207
Number of participants with account balances	2014-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JOHN TYLER ENTERPRISES INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	164
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	25
Total of all active and inactive participants	2013-01-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	189
Number of participants with account balances	2013-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JOHN TYLER ENTERPRISES INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	148
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	19
Total of all active and inactive participants	2012-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	167
Number of participants with account balances	2012-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2009: JOHN TYLER ENTERPRISES INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	97
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	13
Total of all active and inactive participants	2009-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	110
Number of participants with account balances	2009-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JOHN TYLER ENTERPRISES INC. 401K PLAN

Measure	Date	Value
2022 : JOHN TYLER ENTERPRISES INC. 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-275,757
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$814,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$781,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,103,856
Value of total assets at end of year	2022-12-31	$8,681,370
Value of total assets at beginning of year	2022-12-31	$9,772,053
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$32,988
Total interest from all sources	2022-12-31	$5,854
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$56,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$56,158
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$689,836
Participant contributions at end of year	2022-12-31	$94,337
Participant contributions at beginning of year	2022-12-31	$90,835
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$55,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,090,683
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,681,370
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$9,772,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$12,068
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$8,218,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,336,130
Interest on participant loans	2022-12-31	$5,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$368,322
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$345,088
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,441,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$358,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$781,938
Contract administrator fees	2022-12-31	$20,920
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WIPFLI LLP
Accountancy firm EIN	2022-12-31	390758449
2021 : JOHN TYLER ENTERPRISES INC. 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$2,206,789
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$374,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$328,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,033,350
Value of total assets at end of year	2021-12-31	$9,772,053
Value of total assets at beginning of year	2021-12-31	$7,939,936
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$45,819
Total interest from all sources	2021-12-31	$4,679
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$51,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$51,023
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$610,897
Participant contributions at end of year	2021-12-31	$90,835
Participant contributions at beginning of year	2021-12-31	$74,701
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$96,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,832,117
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,772,053
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,939,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,336,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,546,722
Interest on participant loans	2021-12-31	$4,679
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$345,088
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$318,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,117,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$326,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$328,853
Contract administrator fees	2021-12-31	$45,819
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WIPFLI LLP
Accountancy firm EIN	2021-12-31	390758449
2020 : JOHN TYLER ENTERPRISES INC. 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,777,484
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$771,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$743,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$845,828
Value of total assets at end of year	2020-12-31	$7,939,936
Value of total assets at beginning of year	2020-12-31	$6,934,349
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$28,521
Total interest from all sources	2020-12-31	$5,232
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$533,413
Participant contributions at end of year	2020-12-31	$74,701
Participant contributions at beginning of year	2020-12-31	$83,623
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$18,737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,005,587
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,939,936
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,934,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$28,521
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,546,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,828,549
Interest on participant loans	2020-12-31	$5,232
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$318,513
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$22,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$926,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$293,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$743,376
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	WIPFLI LLP
Accountancy firm EIN	2020-12-31	390758449
2019 : JOHN TYLER ENTERPRISES INC. 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,966,762
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$339,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$337,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$870,210
Value of total assets at end of year	2019-12-31	$6,934,349
Value of total assets at beginning of year	2019-12-31	$5,307,529
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,082
Total interest from all sources	2019-12-31	$5,623
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$567,950
Participant contributions at end of year	2019-12-31	$83,623
Participant contributions at beginning of year	2019-12-31	$110,442
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,626,820
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,934,349
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,307,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$2,082
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,828,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,181,592
Interest on participant loans	2019-12-31	$5,623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$22,177
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$15,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,090,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$301,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$337,860
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WIPFLI LLP
Accountancy firm EIN	2019-12-31	390758449
2018 : JOHN TYLER ENTERPRISES INC. 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$496,105
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$111,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$110,037
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$909,971
Value of total assets at end of year	2018-12-31	$5,307,529
Value of total assets at beginning of year	2018-12-31	$4,922,471
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,010
Total interest from all sources	2018-12-31	$3,999
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$530,968
Participant contributions at end of year	2018-12-31	$110,442
Participant contributions at beginning of year	2018-12-31	$58,853
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$83,896
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$385,058
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,307,529
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,922,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,181,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,838,383
Interest on participant loans	2018-12-31	$3,999
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$15,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$16,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-417,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$295,107
Employer contributions (assets) at beginning of year	2018-12-31	$8,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$110,037
Contract administrator fees	2018-12-31	$1,010
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WIPFLI LLP
Accountancy firm EIN	2018-12-31	390758449
2017 : JOHN TYLER ENTERPRISES INC. 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,371,096
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$196,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$195,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$724,042
Value of total assets at end of year	2017-12-31	$4,922,471
Value of total assets at beginning of year	2017-12-31	$3,747,921
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$815
Total interest from all sources	2017-12-31	$2,560
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$427,297
Participant contributions at end of year	2017-12-31	$58,853
Participant contributions at beginning of year	2017-12-31	$27,401
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$39,949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,174,550
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,922,471
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,747,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,838,383
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$3,706,594
Interest on participant loans	2017-12-31	$2,560
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$16,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$13,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$644,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$256,796
Employer contributions (assets) at end of year	2017-12-31	$8,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$195,731
Contract administrator fees	2017-12-31	$815
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WIPFLI LLP
Accountancy firm EIN	2017-12-31	390758449
2016 : JOHN TYLER ENTERPRISES INC. 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,035,834
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$140,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$132,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$791,559
Value of total assets at end of year	2016-12-31	$3,747,921
Value of total assets at beginning of year	2016-12-31	$2,852,784
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$8,546
Total interest from all sources	2016-12-31	$1,446
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$13,359
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$13,359
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$393,163
Participant contributions at end of year	2016-12-31	$27,401
Participant contributions at beginning of year	2016-12-31	$21,106
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$156,920
Other income not declared elsewhere	2016-12-31	$2,269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$895,137
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,747,921
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,852,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,706,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,831,678
Interest on participant loans	2016-12-31	$1,446
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$13,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$227,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$241,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$132,151
Contract administrator fees	2016-12-31	$8,546
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WIPFLI LLP
Accountancy firm EIN	2016-12-31	390758449
2015 : JOHN TYLER ENTERPRISES INC. 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$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	$506,449
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$96,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$85,743
Expenses. Certain deemed distributions of participant loans	2015-12-31	$107
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$528,289
Value of total assets at end of year	2015-12-31	$2,852,784
Value of total assets at beginning of year	2015-12-31	$2,442,335
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$10,150
Total interest from all sources	2015-12-31	$1,099
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$107,809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$107,809
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$245,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$319,022
Participant contributions at end of year	2015-12-31	$21,106
Participant contributions at beginning of year	2015-12-31	$24,102
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$26,775
Administrative expenses (other) incurred	2015-12-31	$10,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$410,449
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,852,784
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,442,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,831,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,418,233
Interest on participant loans	2015-12-31	$1,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-130,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$182,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$85,743
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WIPFLI LLP
Accountancy firm EIN	2015-12-31	390758449
2014 : JOHN TYLER ENTERPRISES INC. 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$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	$640,622
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$73,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$54,763
Expenses. Certain deemed distributions of participant loans	2014-12-31	$101
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$558,639
Value of total assets at end of year	2014-12-31	$2,442,335
Value of total assets at beginning of year	2014-12-31	$1,875,177
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$18,600
Total interest from all sources	2014-12-31	$632
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$87,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$87,373
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$188,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$295,235
Participant contributions at end of year	2014-12-31	$24,102
Participant contributions at beginning of year	2014-12-31	$6,679
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$91,111
Administrative expenses (other) incurred	2014-12-31	$18,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$567,158
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,442,335
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,875,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,418,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,868,498
Interest on participant loans	2014-12-31	$632
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-6,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$172,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$54,763
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WIPFLI LLP
Accountancy firm EIN	2014-12-31	390758449
2013 : JOHN TYLER ENTERPRISES INC. 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$523,330
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$326,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$323,251
Expenses. Certain deemed distributions of participant loans	2013-12-31	$1,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$298,012
Value of total assets at end of year	2013-12-31	$1,875,177
Value of total assets at beginning of year	2013-12-31	$1,677,953
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$925
Total interest from all sources	2013-12-31	$535
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$52,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$52,275
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$168,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$184,026
Participant contributions at end of year	2013-12-31	$6,679
Participant contributions at beginning of year	2013-12-31	$9,575
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$1,867
Administrative expenses (other) incurred	2013-12-31	$925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$197,224
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,875,177
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,677,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,868,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,668,378
Interest on participant loans	2013-12-31	$535
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$172,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$112,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$323,251
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	ELKO & ASSOCIATES LTD
Accountancy firm EIN	2013-12-31	233063393
2012 : JOHN TYLER ENTERPRISES INC. 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$484,308
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$119,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$75,376
Expenses. Certain deemed distributions of participant loans	2012-12-31	$229
Value of total corrective distributions	2012-12-31	$42,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$306,071
Value of total assets at end of year	2012-12-31	$1,677,953
Value of total assets at beginning of year	2012-12-31	$1,313,226
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,625
Total interest from all sources	2012-12-31	$568
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$37,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$37,459
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$132,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$187,647
Participant contributions at end of year	2012-12-31	$9,575
Participant contributions at beginning of year	2012-12-31	$1,504
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$32,434
Administrative expenses (other) incurred	2012-12-31	$1,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$364,727
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,677,953
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,313,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,668,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,311,722
Interest on participant loans	2012-12-31	$568
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$140,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$85,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$75,376
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	THE DOMEZ GROUP LLC
Accountancy firm EIN	2012-12-31	261787546
2009 : JOHN TYLER ENTERPRISES INC. 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for JOHN TYLER ENTERPRISES INC. 401K PLAN

2022: JOHN TYLER ENTERPRISES INC. 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JOHN TYLER ENTERPRISES INC. 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JOHN TYLER ENTERPRISES INC. 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JOHN TYLER ENTERPRISES INC. 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JOHN TYLER ENTERPRISES INC. 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JOHN TYLER ENTERPRISES INC. 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JOHN TYLER ENTERPRISES INC. 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JOHN TYLER ENTERPRISES INC. 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JOHN TYLER ENTERPRISES INC. 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JOHN TYLER ENTERPRISES INC. 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOHN TYLER ENTERPRISES INC. 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2009: JOHN TYLER ENTERPRISES INC. 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

757451-01

Policy instance

Insurance contract or identification number	757451-01
Number of Individuals Covered	190
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Other information about contract	GROUP ANNUITY CONTRACT

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-839829

Policy instance

Insurance contract or identification number	GA-839829
Number of Individuals Covered	192
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,176
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Amount paid for insurance broker fees	4176
Additional information about fees paid to insurance broker	ADMINISTRATIVE SERVICES
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-839829

Policy instance

Insurance contract or identification number	GA-839829
Number of Individuals Covered	189
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $4,130
Total amount of fees paid to insurance company	USD $3,346
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $4,130
Insurance broker organization code?	3
Amount paid for insurance broker fees	3346
Additional information about fees paid to insurance broker	ADMINISTRATIVE SERVICES

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-839829

Policy instance

Insurance contract or identification number	GA-839829
Number of Individuals Covered	198
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $14,601
Total amount of fees paid to insurance company	USD $3,421
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $14,601
Insurance broker organization code?	3
Amount paid for insurance broker fees	2881
Additional information about fees paid to insurance broker	ADMINISTRATIVE SERVICES

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-839829

Policy instance

Insurance contract or identification number	GA-839829
Number of Individuals Covered	201
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $18,534
Total amount of fees paid to insurance company	USD $3,976
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $18,534
Insurance broker organization code?	3
Amount paid for insurance broker fees	2023
Additional information about fees paid to insurance broker	SALES/MARKETING

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-839829

Policy instance

Insurance contract or identification number	GA-839829
Number of Individuals Covered	181
Insurance policy start date	2016-01-01
Insurance policy end date	2016-12-31
Total amount of commissions paid to insurance broker	USD $9,199
Total amount of fees paid to insurance company	USD $2,626
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $9,199
Amount paid for insurance broker fees	1502
Additional information about fees paid to insurance broker	MARKETING
Insurance broker organization code?	3
Insurance broker name	CARDINAL PENSION GROUP INC.

Potentially related plans

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Company Name:	NEST INTERNATIONAL INC.
Employer identification number (EIN):	223340022
NAIC Classification:	561110
NAIC Description:	Office Administrative Services