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CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 002

CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CURRY SUPPLY COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:CURRY SUPPLY COMPANY, INC.
Employer identification number (EIN):231608076
NAIC Classification:423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01RUDOLPH WESTPHAL2023-10-11 RUDOLPH WESTPHAL2023-10-11
0022021-01-01RUDOLPH WESTPHAL2022-10-05 RUDOLPH WESTPHAL2022-10-05
0022020-01-01RUDOLPH WESTPHAL2021-10-01 RUDOLPH WESTPHAL2021-10-01
0022019-01-01RUDOLPH WESTPHAL2020-06-03 RUDOLPH WESTPHAL2020-06-03
0022018-01-01RUDOLPH WESTPHAL2019-05-14 RUDOLPH WESTPHAL2019-05-14
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01SHELLI SPENCER SHELLI SPENCER2013-10-11
0022011-01-01JERRY DISNEY2012-10-09 JERRY DISNEY2012-10-09
0022010-01-01JERRY DISNEY2011-05-25 JERRY DISNEY2011-05-25

Plan Statistics for CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01395
Total number of active participants reported on line 7a of the Form 55002022-01-01293
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01104
Total of all active and inactive participants2022-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01397
Number of participants with account balances2022-01-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0118
2021: CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01451
Total number of active participants reported on line 7a of the Form 55002021-01-01306
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0179
Total of all active and inactive participants2021-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01386
Number of participants with account balances2021-01-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01483
Total number of active participants reported on line 7a of the Form 55002020-01-01376
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0181
Total of all active and inactive participants2020-01-01457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01457
Number of participants with account balances2020-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0122
2019: CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01436
Total number of active participants reported on line 7a of the Form 55002019-01-01390
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0159
Total of all active and inactive participants2019-01-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01449
Number of participants with account balances2019-01-01406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0124
2018: CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01340
Total number of active participants reported on line 7a of the Form 55002018-01-01347
Number of retired or separated participants receiving benefits2018-01-019
Number of other retired or separated participants entitled to future benefits2018-01-0175
Total of all active and inactive participants2018-01-01431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01431
Number of participants with account balances2018-01-01385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0120
2017: CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01333
Total number of active participants reported on line 7a of the Form 55002017-01-01300
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0152
Total of all active and inactive participants2017-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01352
Number of participants with account balances2017-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0125
2016: CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01346
Total number of active participants reported on line 7a of the Form 55002016-01-01283
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01313
Number of participants with account balances2016-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0114
2015: CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01313
Total number of active participants reported on line 7a of the Form 55002015-01-01295
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0133
Total of all active and inactive participants2015-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01328
Number of participants with account balances2015-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0124
2014: CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01274
Total number of active participants reported on line 7a of the Form 55002014-01-01245
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01267
Number of participants with account balances2014-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01250
Total number of active participants reported on line 7a of the Form 55002013-01-01224
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0128
Total of all active and inactive participants2013-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01252
Number of participants with account balances2013-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01200
Total number of active participants reported on line 7a of the Form 55002012-01-01190
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0136
Total of all active and inactive participants2012-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01226
Number of participants with account balances2012-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0126

Financial Data on CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-96,993
Total unrealized appreciation/depreciation of assets2022-12-31$-96,993
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$0
Total income from all sources (including contributions)2022-12-31$-714,946
Total loss/gain on sale of assets2022-12-31$10,060
Total of all expenses incurred2022-12-31$1,576,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,555,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,882,519
Value of total assets at end of year2022-12-31$18,381,517
Value of total assets at beginning of year2022-12-31$20,673,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$20,790
Total interest from all sources2022-12-31$352
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$24,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$5,404
Administrative expenses professional fees incurred2022-12-31$13,830
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,447,989
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$742,940
Other income not declared elsewhere2022-12-31$4,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,291,623
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,381,517
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,673,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$72,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$91,512
Value of interest in pooled separate accounts at end of year2022-12-31$17,077,183
Value of interest in pooled separate accounts at beginning of year2022-12-31$19,112,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$305,182
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$347,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$347,904
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$352
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$379,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$453,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-24,414
Net investment gain/loss from pooled separate accounts2022-12-31$-3,515,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$691,590
Income. Dividends from common stock2022-12-31$18,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,555,887
Contract administrator fees2022-12-31$6,960
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$547,652
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$667,324
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$117,524
Aggregate carrying amount (costs) on sale of assets2022-12-31$107,464
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WESSEL & COMPANY
Accountancy firm EIN2022-12-31251390233
2021 : CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$122,291
Total unrealized appreciation/depreciation of assets2021-12-31$122,291
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$5,150,429
Total loss/gain on sale of assets2021-12-31$24,275
Total of all expenses incurred2021-12-31$3,896,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,870,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,159,971
Value of total assets at end of year2021-12-31$20,673,140
Value of total assets at beginning of year2021-12-31$19,418,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$26,041
Total interest from all sources2021-12-31$34
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$25,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$8,197
Administrative expenses professional fees incurred2021-12-31$17,321
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,301,788
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$240,884
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,254,227
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,673,140
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,418,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$91,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$75,823
Value of interest in pooled separate accounts at end of year2021-12-31$19,112,669
Value of interest in pooled separate accounts at beginning of year2021-12-31$17,853,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$347,904
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$330,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$330,951
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$34
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$453,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$637,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,492
Net investment gain/loss from pooled separate accounts2021-12-31$2,810,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$617,299
Income. Dividends from common stock2021-12-31$17,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,870,161
Contract administrator fees2021-12-31$8,720
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$667,324
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$520,423
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$287,957
Aggregate carrying amount (costs) on sale of assets2021-12-31$263,682
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WESSEL & COMPANY
Accountancy firm EIN2021-12-31251390233
2020 : CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-18,130
Total unrealized appreciation/depreciation of assets2020-12-31$-18,130
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$4,732,751
Total loss/gain on sale of assets2020-12-31$9,129
Total of all expenses incurred2020-12-31$1,591,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,567,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,178,174
Value of total assets at end of year2020-12-31$19,418,913
Value of total assets at beginning of year2020-12-31$16,277,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$23,752
Total interest from all sources2020-12-31$59
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$16,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,305
Administrative expenses professional fees incurred2020-12-31$16,312
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,445,918
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$30,527
Other income not declared elsewhere2020-12-31$6,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,141,365
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,418,913
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,277,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$75,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$66,112
Value of interest in pooled separate accounts at end of year2020-12-31$17,853,775
Value of interest in pooled separate accounts at beginning of year2020-12-31$14,682,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$330,951
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$385,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$385,257
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$59
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$637,941
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$681,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,402
Net investment gain/loss from pooled separate accounts2020-12-31$2,535,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$701,729
Income. Dividends from common stock2020-12-31$12,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,567,634
Contract administrator fees2020-12-31$7,440
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$520,423
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$462,651
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$299,243
Aggregate carrying amount (costs) on sale of assets2020-12-31$290,114
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WESSEL & COMPANY
Accountancy firm EIN2020-12-31251390233
2019 : CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$63,509
Total unrealized appreciation/depreciation of assets2019-12-31$63,509
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$5,097,020
Total loss/gain on sale of assets2019-12-31$-6,731
Total of all expenses incurred2019-12-31$1,175,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,152,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,253,128
Value of total assets at end of year2019-12-31$16,277,548
Value of total assets at beginning of year2019-12-31$12,355,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,631
Total interest from all sources2019-12-31$713
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$22,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,078
Administrative expenses professional fees incurred2019-12-31$15,191
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,448,285
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$44
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$119,433
Other income not declared elsewhere2019-12-31$5,653
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,921,808
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,277,548
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,355,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$66,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$48,489
Value of interest in pooled separate accounts at end of year2019-12-31$14,682,039
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,922,796
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$385,257
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$190,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$190,202
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$713
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$681,489
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$702,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,522
Net investment gain/loss from pooled separate accounts2019-12-31$2,748,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$685,410
Employer contributions (assets) at beginning of year2019-12-31$479
Income. Dividends from common stock2019-12-31$19,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,152,581
Contract administrator fees2019-12-31$7,440
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$462,651
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$490,898
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$237,846
Aggregate carrying amount (costs) on sale of assets2019-12-31$244,577
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WESSEL & COMPANY
Accountancy firm EIN2019-12-31251390233
2018 : CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-101,613
Total unrealized appreciation/depreciation of assets2018-12-31$-101,613
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$1,108,288
Total loss/gain on sale of assets2018-12-31$28,009
Total of all expenses incurred2018-12-31$768,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$753,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,911,590
Value of total assets at end of year2018-12-31$12,355,740
Value of total assets at beginning of year2018-12-31$12,015,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,290
Total interest from all sources2018-12-31$520
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$16,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,166
Administrative expenses professional fees incurred2018-12-31$11,590
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,227,292
Assets. Other investments not covered elsewhere at end of year2018-12-31$44
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$307
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$138,394
Other income not declared elsewhere2018-12-31$11,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$339,905
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,355,740
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,015,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$48,489
Value of interest in pooled separate accounts at end of year2018-12-31$10,922,796
Value of interest in pooled separate accounts at beginning of year2018-12-31$10,941,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$190,202
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$241,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$241,044
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$520
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$702,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$371,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-10,889
Net investment gain/loss from pooled separate accounts2018-12-31$-746,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$545,904
Employer contributions (assets) at end of year2018-12-31$479
Income. Dividends from common stock2018-12-31$12,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$753,093
Contract administrator fees2018-12-31$3,700
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$490,898
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$461,103
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$690,063
Aggregate carrying amount (costs) on sale of assets2018-12-31$662,054
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WESSEL & COMPANY
Accountancy firm EIN2018-12-31251390233
2017 : CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-19,712
Total unrealized appreciation/depreciation of assets2017-12-31$-19,712
Total income from all sources (including contributions)2017-12-31$2,960,488
Total loss/gain on sale of assets2017-12-31$-48,003
Total of all expenses incurred2017-12-31$596,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$570,601
Value of total corrective distributions2017-12-31$9,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,497,226
Value of total assets at end of year2017-12-31$12,015,835
Value of total assets at beginning of year2017-12-31$9,652,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,703
Total interest from all sources2017-12-31$81
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$12,354
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$7,194
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$981,354
Participant contributions at beginning of year2017-12-31$46
Assets. Other investments not covered elsewhere at end of year2017-12-31$307
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$33,209
Other income not declared elsewhere2017-12-31$3,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,363,748
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,015,835
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,652,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$10,941,735
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,347,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$241,044
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$194,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$194,726
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$81
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$371,646
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$514,856
Net investment gain/loss from pooled separate accounts2017-12-31$1,514,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$482,663
Employer contributions (assets) at beginning of year2017-12-31$26
Income. Dividends from common stock2017-12-31$12,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$570,601
Contract administrator fees2017-12-31$9,509
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$461,103
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$594,501
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$476,459
Aggregate carrying amount (costs) on sale of assets2017-12-31$524,462
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WESSEL & COMPANY
Accountancy firm EIN2017-12-31251390233
2016 : CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$132,716
Total unrealized appreciation/depreciation of assets2016-12-31$132,716
Total income from all sources (including contributions)2016-12-31$1,963,092
Total loss/gain on sale of assets2016-12-31$-38,240
Total of all expenses incurred2016-12-31$341,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$291,542
Value of total corrective distributions2016-12-31$27,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,205,900
Value of total assets at end of year2016-12-31$9,652,087
Value of total assets at beginning of year2016-12-31$8,030,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$22,668
Total interest from all sources2016-12-31$56
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$22,087
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,136
Administrative expenses professional fees incurred2016-12-31$14,330
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$819,064
Participant contributions at end of year2016-12-31$46
Other income not declared elsewhere2016-12-31$3,513
Total non interest bearing cash at beginning of year2016-12-31$912
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,621,469
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,652,087
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,030,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$196,648
Value of interest in pooled separate accounts at end of year2016-12-31$8,347,932
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,661,189
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$194,726
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$434,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$434,155
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$56
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$514,856
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$275,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$637,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$386,836
Employer contributions (assets) at end of year2016-12-31$26
Income. Dividends from common stock2016-12-31$17,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$291,542
Contract administrator fees2016-12-31$8,338
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$594,501
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$461,896
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$1,638,914
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,677,154
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WESSEL & COMPANY
Accountancy firm EIN2016-12-31251390233
2015 : CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$10,659
Total unrealized appreciation/depreciation of assets2015-12-31$10,659
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$13,733
Total income from all sources (including contributions)2015-12-31$912,965
Total loss/gain on sale of assets2015-12-31$-102,883
Total of all expenses incurred2015-12-31$469,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$455,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$960,909
Value of total assets at end of year2015-12-31$8,030,618
Value of total assets at beginning of year2015-12-31$7,601,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,421
Total interest from all sources2015-12-31$35
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$31,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$7,387
Administrative expenses professional fees incurred2015-12-31$6,974
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$643,700
Participant contributions at beginning of year2015-12-31$108
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$41,642
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$13,733
Other income not declared elsewhere2015-12-31$2,795
Administrative expenses (other) incurred2015-12-31$20
Total non interest bearing cash at end of year2015-12-31$912
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$443,252
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,030,618
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,587,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$196,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$212,704
Value of interest in pooled separate accounts at end of year2015-12-31$6,661,189
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,200,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$434,155
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$317,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$317,403
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$35
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$275,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$225,995
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$9,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$275,567
Employer contributions (assets) at beginning of year2015-12-31$63
Income. Dividends from common stock2015-12-31$24,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$455,292
Contract administrator fees2015-12-31$7,427
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$461,896
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$644,163
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$965,005
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,067,888
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WESSEL & COMPANY
Accountancy firm EIN2015-12-31251390233
2014 : CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-1,798
Total unrealized appreciation/depreciation of assets2014-12-31$-1,798
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$13,733
Total income from all sources (including contributions)2014-12-31$1,277,995
Total loss/gain on sale of assets2014-12-31$72,826
Total of all expenses incurred2014-12-31$349,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$342,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$724,104
Value of total assets at end of year2014-12-31$7,601,099
Value of total assets at beginning of year2014-12-31$6,658,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,206
Total interest from all sources2014-12-31$32
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$19,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$489,346
Participant contributions at end of year2014-12-31$108
Participant contributions at beginning of year2014-12-31$346
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$20,937
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$13,733
Other income not declared elsewhere2014-12-31$4,987
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$928,387
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,587,366
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,658,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$212,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$6,200,663
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,386,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$317,403
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$142,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$142,805
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$32
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$225,995
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$194,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$458,493
Net investment gain or loss from common/collective trusts2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$213,821
Employer contributions (assets) at end of year2014-12-31$63
Employer contributions (assets) at beginning of year2014-12-31$903
Income. Dividends from common stock2014-12-31$19,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$342,402
Contract administrator fees2014-12-31$7,206
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$644,163
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$934,492
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$759,355
Aggregate carrying amount (costs) on sale of assets2014-12-31$686,529
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WESSEL & COMPANY
Accountancy firm EIN2014-12-31251390233
2013 : CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$163,531
Total unrealized appreciation/depreciation of assets2013-12-31$163,531
Total income from all sources (including contributions)2013-12-31$1,673,268
Total loss/gain on sale of assets2013-12-31$3,139
Total of all expenses incurred2013-12-31$333,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$327,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$545,068
Value of total assets at end of year2013-12-31$6,658,979
Value of total assets at beginning of year2013-12-31$5,319,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,251
Total interest from all sources2013-12-31$14
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$21,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$401,731
Participant contributions at end of year2013-12-31$346
Participant contributions at beginning of year2013-12-31$101
Other income not declared elsewhere2013-12-31$4,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,339,436
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,658,979
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,319,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,386,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,242,227
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$142,805
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$136,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$136,371
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$194,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$187,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$934,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$143,337
Employer contributions (assets) at end of year2013-12-31$903
Employer contributions (assets) at beginning of year2013-12-31$1,233
Income. Dividends from common stock2013-12-31$21,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$327,581
Contract administrator fees2013-12-31$6,251
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$934,492
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$752,376
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$137,109
Aggregate carrying amount (costs) on sale of assets2013-12-31$133,970
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WESSEL & COMPANY
Accountancy firm EIN2013-12-31251390233
2012 : CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$73,353
Total unrealized appreciation/depreciation of assets2012-12-31$73,353
Total income from all sources (including contributions)2012-12-31$1,448,437
Total loss/gain on sale of assets2012-12-31$6,268
Total of all expenses incurred2012-12-31$85,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$70,622
Value of total corrective distributions2012-12-31$10,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$893,869
Value of total assets at end of year2012-12-31$5,319,543
Value of total assets at beginning of year2012-12-31$3,956,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,941
Total interest from all sources2012-12-31$13
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$28,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$352,130
Participant contributions at end of year2012-12-31$101
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$31,153
Other income not declared elsewhere2012-12-31$2,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,363,426
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,319,543
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,956,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,242,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,013,293
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$136,371
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$123,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$123,429
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$13
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$187,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$162,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$444,247
Net investment gain/loss from pooled separate accounts2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$510,586
Employer contributions (assets) at end of year2012-12-31$1,233
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from common stock2012-12-31$28,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$70,622
Contract administrator fees2012-12-31$3,941
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$752,376
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$657,334
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$48,168
Aggregate carrying amount (costs) on sale of assets2012-12-31$41,900
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WESSEL & COMPANY
Accountancy firm EIN2012-12-31251390233

Form 5500 Responses for CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN

2022: CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81A306
Policy instance 1
Insurance contract or identification number81A306
Number of Individuals Covered382
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81A306
Policy instance 1
Insurance contract or identification number81A306
Number of Individuals Covered356
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81A306
Policy instance 1
Insurance contract or identification number81A306
Number of Individuals Covered414
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81A306
Policy instance 1
Insurance contract or identification number81A306
Number of Individuals Covered406
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876730
Policy instance 1
Insurance contract or identification number876730
Number of Individuals Covered362
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $12,092
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $12,092
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876730
Policy instance 1
Insurance contract or identification number876730
Number of Individuals Covered317
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $24,805
Total amount of fees paid to insurance companyUSD $1,044
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $24,805
Insurance broker organization code?3
Amount paid for insurance broker fees1044
Insurance broker nameRETIREMENT PLAN SOLUTIONS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876730
Policy instance 1
Insurance contract or identification number876730
Number of Individuals Covered215
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $17,077
Total amount of fees paid to insurance companyUSD $3,343
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $17,077
Insurance broker organization code?3
Amount paid for insurance broker fees3343
Insurance broker nameRETIREMENT PLAN SOLUTIONS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876730
Policy instance 1
Insurance contract or identification number876730
Number of Individuals Covered177
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $14,843
Total amount of fees paid to insurance companyUSD $2,898
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $14,843
Insurance broker organization code?3
Amount paid for insurance broker fees2898
Insurance broker nameRETIREMENT PLAN SOLUTIONS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876730
Policy instance 1
Insurance contract or identification number876730
Number of Individuals Covered167
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $12,494
Total amount of fees paid to insurance companyUSD $2,399
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $12,494
Insurance broker organization code?3
Amount paid for insurance broker fees2399
Insurance broker nameRETIREMENT PLAN SOLUTIONS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876730
Policy instance 1
Insurance contract or identification number876730
Number of Individuals Covered183
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,292
Total amount of fees paid to insurance companyUSD $2,728
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $7,292
Insurance broker organization code?3
Amount paid for insurance broker fees2728
Insurance broker nameRETIREMENT PLAN SOLUTIONS

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