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WASATCH PRODUCT DEVELOPMENT 401(K) PLAN 401k Plan overview

Plan NameWASATCH PRODUCT DEVELOPMENT 401(K) PLAN
Plan identification number 001

WASATCH PRODUCT DEVELOPMENT 401(K) 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WASATCH PRODUCT DEVELOPMENT has sponsored the creation of one or more 401k plans.

Company Name:WASATCH PRODUCT DEVELOPMENT
Employer identification number (EIN):260522631
NAIC Classification:423990
NAIC Description:Other Miscellaneous Durable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WASATCH PRODUCT DEVELOPMENT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAN OWEN DAN OWEN2018-10-08
0012016-01-01DAN OWEN DAN OWEN2017-10-20
0012016-01-01 DAN OWEN2017-10-16
0012015-01-01DAN OWEN2016-07-28 DAN OWEN2016-07-28

Plan Statistics for WASATCH PRODUCT DEVELOPMENT 401(K) PLAN

401k plan membership statisitcs for WASATCH PRODUCT DEVELOPMENT 401(K) PLAN

Measure Date Value
2020: WASATCH PRODUCT DEVELOPMENT 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01224
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WASATCH PRODUCT DEVELOPMENT 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01191
Total number of active participants reported on line 7a of the Form 55002019-01-01217
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01224
Number of participants with account balances2019-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WASATCH PRODUCT DEVELOPMENT 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01186
Total number of active participants reported on line 7a of the Form 55002018-01-01185
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01190
Number of participants with account balances2018-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WASATCH PRODUCT DEVELOPMENT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01166
Total number of active participants reported on line 7a of the Form 55002017-01-01175
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01178
Number of participants with account balances2017-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WASATCH PRODUCT DEVELOPMENT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01127
Total number of active participants reported on line 7a of the Form 55002016-01-01160
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01163
Number of participants with account balances2016-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on WASATCH PRODUCT DEVELOPMENT 401(K) PLAN

Measure Date Value
2020 : WASATCH PRODUCT DEVELOPMENT 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-08-12$0
Total transfer of assets from this plan2020-08-12$2,054,942
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-12$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-12$0
Total income from all sources (including contributions)2020-08-12$34,928
Total loss/gain on sale of assets2020-08-12$0
Total of all expenses incurred2020-08-12$9,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-12$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-12$0
Value of total assets at end of year2020-08-12$0
Value of total assets at beginning of year2020-08-12$2,029,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-12$9,755
Total interest from all sources2020-08-12$214
Total dividends received (eg from common stock, registered investment company shares)2020-08-12$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-12No
Was this plan covered by a fidelity bond2020-08-12Yes
Value of fidelity bond cover2020-08-12$500,000
If this is an individual account plan, was there a blackout period2020-08-12No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-08-12$0
Were there any nonexempt tranactions with any party-in-interest2020-08-12No
Participant contributions at end of year2020-08-12$0
Participant contributions at beginning of year2020-08-12$28,113
Total non interest bearing cash at end of year2020-08-12$0
Total non interest bearing cash at beginning of year2020-08-12$206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-12No
Value of net income/loss2020-08-12$25,173
Value of net assets at end of year (total assets less liabilities)2020-08-12$0
Value of net assets at beginning of year (total assets less liabilities)2020-08-12$2,029,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-12No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-12No
Were any leases to which the plan was party in default or uncollectible2020-08-12No
Investment advisory and management fees2020-08-12$5,916
Interest on participant loans2020-08-12$214
Assets. Value of investments in 103.12 investment entities at end of year2020-08-12$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-08-12$2,001,450
Net gain/loss from 103.12 investment entities2020-08-12$34,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-12No
Was there a failure to transmit to the plan any participant contributions2020-08-12Yes
Has the plan failed to provide any benefit when due under the plan2020-08-12No
Contract administrator fees2020-08-12$3,839
Did the plan have assets held for investment2020-08-12Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-12No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-12Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-08-12Yes
Opinion of an independent qualified public accountant for this plan2020-08-12Disclaimer
Accountancy firm name2020-08-12BAS PARTNERS
Accountancy firm EIN2020-08-12208779390
2019 : WASATCH PRODUCT DEVELOPMENT 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$807,001
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$66,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$45,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$496,346
Value of total assets at end of year2019-12-31$2,029,769
Value of total assets at beginning of year2019-12-31$1,289,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$21,525
Total interest from all sources2019-12-31$1,426
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$272,799
Participant contributions at end of year2019-12-31$28,113
Participant contributions at beginning of year2019-12-31$33,753
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$63,445
Total non interest bearing cash at end of year2019-12-31$206
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$740,385
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,029,769
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,289,384
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
Investment advisory and management fees2019-12-31$11,737
Interest on participant loans2019-12-31$1,426
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$2,001,450
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$1,255,631
Net gain/loss from 103.12 investment entities2019-12-31$309,229
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$160,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$45,091
Contract administrator fees2019-12-31$9,788
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAS PARTNERS
Accountancy firm EIN2019-12-31208779390
2018 : WASATCH PRODUCT DEVELOPMENT 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,435
Total income from all sources (including contributions)2018-12-31$523,076
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$33,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$20,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$630,109
Value of total assets at end of year2018-12-31$1,289,384
Value of total assets at beginning of year2018-12-31$804,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$13,229
Total interest from all sources2018-12-31$2,241
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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 period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$225,235
Participant contributions at end of year2018-12-31$33,753
Participant contributions at beginning of year2018-12-31$46,179
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$269,731
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$4,435
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$4,435
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$489,618
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,289,384
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$799,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$6,886
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$748,503
Interest on participant loans2018-12-31$2,241
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$1,255,631
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$23,824
Net gain/loss from 103.12 investment entities2018-12-31$-133,098
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$135,143
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$5,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$20,229
Contract administrator fees2018-12-31$6,343
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAS PARTNERS
Accountancy firm EIN2018-12-31208779390
2017 : WASATCH PRODUCT DEVELOPMENT 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,435
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$321,816
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$21,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$15,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$216,359
Value of total assets at end of year2017-12-31$804,201
Value of total assets at beginning of year2017-12-31$499,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,617
Total interest from all sources2017-12-31$1,195
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$650
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$129,947
Participant contributions at end of year2017-12-31$46,179
Participant contributions at beginning of year2017-12-31$2,081
Participant contributions at beginning of year2017-12-31$7,506
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$18,327
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$23,923
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$4,435
Total non interest bearing cash at end of year2017-12-31$4,435
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$300,206
Value of net assets at end of year (total assets less liabilities)2017-12-31$799,766
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$499,560
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$748,503
Value of interest in pooled separate accounts at beginning of year2017-12-31$460,990
Income. Interest from loans (other than to participants)2017-12-31$1,195
Net investment gain/loss from pooled separate accounts2017-12-31$104,262
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$68,085
Employer contributions (assets) at end of year2017-12-31$5,084
Employer contributions (assets) at beginning of year2017-12-31$5,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$15,993
Contract administrator fees2017-12-31$4,967
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31TANNER LLC
Accountancy firm EIN2017-12-31202253063
2016 : WASATCH PRODUCT DEVELOPMENT 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$181,687
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$155,524
Value of total assets at end of year2016-12-31$495,699
Value of total assets at beginning of year2016-12-31$323,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,994
Total interest from all sources2016-12-31$205
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$175
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$80,078
Participant contributions at end of year2016-12-31$2,081
Participant contributions at beginning of year2016-12-31$5,554
Participant contributions at end of year2016-12-31$7,506
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$20,062
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$172,619
Value of net assets at end of year (total assets less liabilities)2016-12-31$495,699
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$323,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$2,344
Value of interest in pooled separate accounts at end of year2016-12-31$460,990
Value of interest in pooled separate accounts at beginning of year2016-12-31$317,526
Interest on participant loans2016-12-31$205
Net investment gain/loss from pooled separate accounts2016-12-31$25,958
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$75,446
Employer contributions (assets) at end of year2016-12-31$5,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,074
Contract administrator fees2016-12-31$2,475
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31TANNER LLC
Accountancy firm EIN2016-12-31202253063

Form 5500 Responses for WASATCH PRODUCT DEVELOPMENT 401(K) PLAN

2020: WASATCH PRODUCT DEVELOPMENT 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WASATCH PRODUCT DEVELOPMENT 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WASATCH PRODUCT DEVELOPMENT 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WASATCH PRODUCT DEVELOPMENT 401(K) 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 – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WASATCH PRODUCT DEVELOPMENT 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number119924
Policy instance 1
Insurance contract or identification number119924
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-01-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $33
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees33
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number119924
Policy instance 1
Insurance contract or identification number119924
Number of Individuals Covered49
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $329
Total amount of fees paid to insurance companyUSD $650
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 $329
Amount paid for insurance broker fees650
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Insurance broker nameNATIONAL BENEFIT SERVICES, LLC

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