A. D. MOYER LUMBER, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan A.D. MOYER LUMBER, INC. EMPLOYEE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2024 : A.D. MOYER LUMBER, INC. EMPLOYEE BENEFIT PLAN 2024 401k financial data |
|---|
| Total plan liabilities at end of year | 2024-01-01 | $289,290 |
| Total plan liabilities at beginning of year | 2024-01-01 | $337,237 |
| Total income from all sources | 2024-01-01 | $1,321,559 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $1,354,113 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $805,737 |
| Total plan assets at end of year | 2024-01-01 | $34,408 |
| Total plan assets at beginning of year | 2024-01-01 | $114,909 |
| Value of fidelity bond covering the plan | 2024-01-01 | $500,000 |
| Total contributions received or receivable from participants | 2024-01-01 | $345,340 |
| Expenses. Other expenses not covered elsewhere | 2024-01-01 | $533,796 |
| Contributions received from other sources (not participants or employers) | 2024-01-01 | $6,336 |
| Other income received | 2024-01-01 | $2,438 |
| Net income (gross income less expenses) | 2024-01-01 | $-32,554 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $-254,882 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $-222,328 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $967,445 |
| Value of corrective distributions | 2024-01-01 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $14,580 |
| 2023 : A.D. MOYER LUMBER, INC. EMPLOYEE BENEFIT PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $337,237 |
| Total plan liabilities at beginning of year | 2023-12-31 | $254,542 |
| Total income from all sources | 2023-12-31 | $85,059 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $101,380 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $65,269 |
| Total plan assets at end of year | 2023-12-31 | $114,909 |
| Total plan assets at beginning of year | 2023-12-31 | $48,535 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $186 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $35,084 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $102 |
| Net income (gross income less expenses) | 2023-12-31 | $-16,321 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $-222,328 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $-206,007 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $84,771 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $1,027 |
| Total plan liabilities at end of year | 2023-11-30 | $254,542 |
| Total plan liabilities at beginning of year | 2023-11-30 | $0 |
| Total income from all sources | 2023-11-30 | $1,036,814 |
| Expenses. Total of all expenses incurred | 2023-11-30 | $1,242,821 |
| Benefits paid (including direct rollovers) | 2023-11-30 | $803,946 |
| Total plan assets at end of year | 2023-11-30 | $48,535 |
| Total plan assets at beginning of year | 2023-11-30 | $0 |
| Value of fidelity bond covering the plan | 2023-11-30 | $500,000 |
| Total contributions received or receivable from participants | 2023-11-30 | $25 |
| Expenses. Other expenses not covered elsewhere | 2023-11-30 | $426,391 |
| Contributions received from other sources (not participants or employers) | 2023-11-30 | $0 |
| Other income received | 2023-11-30 | $1,601 |
| Net income (gross income less expenses) | 2023-11-30 | $-206,007 |
| Net plan assets at end of year (total assets less liabilities) | 2023-11-30 | $-206,007 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-11-30 | $0 |
| Total contributions received or receivable from employer(s) | 2023-11-30 | $1,035,188 |
| Value of corrective distributions | 2023-11-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-11-30 | $12,484 |
| 2023: A.D. MOYER LUMBER, INC. EMPLOYEE BENEFIT PLAN 2023 form 5500 responses |
|---|
| 2023-12-01 | Type of plan entity | Single employer plan |
| 2023-12-01 | Submission has been amended | No |
| 2023-12-01 | This submission is the final filing | No |
| 2023-12-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2023-12-01 | Plan is a collectively bargained plan | No |
| 2023-12-01 | Plan funding arrangement – Insurance | Yes |
| 2023-12-01 | Plan funding arrangement – Trust | Yes |
| 2023-12-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2023-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-12-01 | Plan benefit arrangement - Trust | Yes |
| 2023-12-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2022: A.D. MOYER LUMBER, INC. EMPLOYEE BENEFIT PLAN 2022 form 5500 responses |
|---|
| 2022-12-01 | Type of plan entity | Single employer plan |
| 2022-12-01 | First time form 5500 has been submitted | Yes |
| 2022-12-01 | Submission has been amended | No |
| 2022-12-01 | This submission is the final filing | No |
| 2022-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-12-01 | Plan is a collectively bargained plan | No |
| 2022-12-01 | Plan funding arrangement – Insurance | Yes |
| 2022-12-01 | Plan funding arrangement – Trust | Yes |
| 2022-12-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-12-01 | Plan benefit arrangement - Trust | Yes |
| 2022-12-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | 408208-A |
| Policy instance | 1 |
| Insurance contract or identification number | 408208-A | | Number of Individuals Covered | 65 | | Insurance policy start date | 2023-12-01 | | Insurance policy end date | 2023-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | | Welfare Benefit Premiums Paid to Carrier | USD $31,014 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 5955456 |
| Policy instance | 2 |
| Insurance contract or identification number | 5955456 | | Number of Individuals Covered | 111 | | Insurance policy start date | 2023-12-01 | | Insurance policy end date | 2023-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | Yes | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $3,376 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 3008742 |
| Policy instance | 3 |
| Insurance contract or identification number | 3008742 | | Number of Individuals Covered | 59 | | Insurance policy start date | 2023-12-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $52 | | Total amount of fees paid to insurance company | USD $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 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 | Yes | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $512 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30087142 |
| Policy instance | 4 |
| Insurance contract or identification number | 30087142 | | Number of Individuals Covered | 59 | | Insurance policy start date | 2023-12-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $52 | | Total amount of fees paid to insurance company | USD $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 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 | Yes | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $512 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AXA GLOBAL P&C (National Association of Insurance Commissioners NAIC id number: 78077 ) |
| Policy contract number | 000 |
| Policy instance | 5 |
| Insurance contract or identification number | 000 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2023-12-01 | | Insurance policy end date | 2023-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | 408208-A |
| Policy instance | 1 |
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 5955456 |
| Policy instance | 2 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30087142 |
| Policy instance | 3 |
| MONY (National Association of Insurance Commissioners NAIC id number: 78077 ) |
| Policy contract number | 006286 |
| Policy instance | 4 |
