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CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan NameCROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN
Plan identification number 001

CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

CROWN DISTRIBUTING LLC has sponsored the creation of one or more 401k plans.

Company Name:CROWN DISTRIBUTING LLC
Employer identification number (EIN):261342928
NAIC Classification:424800

Additional information about CROWN DISTRIBUTING LLC

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2007-10-31
Company Identification Number: 602776323
Legal Registered Office Address: 3400 CAPITOL BLVD SE STE 101

TUMWATER
United States of America (USA)
985013351

More information about CROWN DISTRIBUTING LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LEE LICHTENSTEIN
0012016-01-01LEE LICHTENSTEIN
0012015-01-01LEE LICHTENSTEIN
0012014-01-01TRACY KIMMEL
0012013-01-01TRACY KIMMEL
0012012-01-01TRACY KIMMEL
0012011-01-01TRACY KIMMEL
0012010-01-01TRACY KIMMEL

Plan Statistics for CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN

Measure Date Value
2022: CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01172
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01163
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01170
Total of all active and inactive participants2021-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01172
Number of participants with account balances2021-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0169
2020: CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01182
Total number of active participants reported on line 7a of the Form 55002020-01-01111
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0152
Total of all active and inactive participants2020-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01163
Number of participants with account balances2020-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01173
Total number of active participants reported on line 7a of the Form 55002019-01-01124
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0158
Total of all active and inactive participants2019-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01182
Number of participants with account balances2019-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01157
Total number of active participants reported on line 7a of the Form 55002018-01-01126
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0153
Total of all active and inactive participants2018-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01180
Number of participants with account balances2018-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01157
Total number of active participants reported on line 7a of the Form 55002017-01-01111
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-0142
Total of all active and inactive participants2017-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01159
Number of participants with account balances2017-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01163
Total number of active participants reported on line 7a of the Form 55002016-01-01124
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01157
Number of participants with account balances2016-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01165
Total number of active participants reported on line 7a of the Form 55002015-01-01136
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01156
Number of participants with account balances2015-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0120
2014: CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01183
Total number of active participants reported on line 7a of the Form 55002014-01-01151
Number of other retired or separated participants entitled to future benefits2014-01-0116
Total of all active and inactive participants2014-01-01167
Total participants2014-01-01167
Number of participants with account balances2014-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01178
Total number of active participants reported on line 7a of the Form 55002013-01-01162
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01183
Number of participants with account balances2013-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01167
Total number of active participants reported on line 7a of the Form 55002012-01-01142
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 participants2012-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01178
Number of participants with account balances2012-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01170
Total number of active participants reported on line 7a of the Form 55002011-01-01131
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0135
Total of all active and inactive participants2011-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01167
Number of participants with account balances2011-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01166
Total number of active participants reported on line 7a of the Form 55002010-01-01136
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0134
Total of all active and inactive participants2010-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01170
Number of participants with account balances2010-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013

Financial Data on CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN

Measure Date Value
2022 : CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-05-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-05-31$0
Total unrealized appreciation/depreciation of assets2022-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$0
Expenses. Interest paid2022-05-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-05-31$0
Total income from all sources (including contributions)2022-05-31$-749,428
Total loss/gain on sale of assets2022-05-31$0
Total of all expenses incurred2022-05-31$10,035,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$10,019,668
Expenses. Certain deemed distributions of participant loans2022-05-31$-104
Value of total corrective distributions2022-05-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$554
Value of total assets at end of year2022-05-31$0
Value of total assets at beginning of year2022-05-31$10,784,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$15,633
Total income from rents2022-05-31$0
Total interest from all sources2022-05-31$359
Total dividends received (eg from common stock, registered investment company shares)2022-05-31$378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-05-31$0
Total dividends received from registered investment company shares (eg mutual funds)2022-05-31$378
Assets. Real estate other than employer real property at end of year2022-05-31$0
Assets. Real estate other than employer real property at beginning of year2022-05-31$0
Administrative expenses professional fees incurred2022-05-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-05-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-05-31$0
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$500,000
If this is an individual account plan, was there a blackout period2022-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-05-31$0
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Contributions received from participants2022-05-31$0
Participant contributions at end of year2022-05-31$0
Participant contributions at beginning of year2022-05-31$105,686
Participant contributions at end of year2022-05-31$0
Participant contributions at beginning of year2022-05-31$25,479
Assets. Other investments not covered elsewhere at end of year2022-05-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-05-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-05-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-05-31$0
Assets. Loans (other than to participants) at end of year2022-05-31$0
Assets. Loans (other than to participants) at beginning of year2022-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-05-31$0
Other income not declared elsewhere2022-05-31$0
Administrative expenses (other) incurred2022-05-31$0
Total non interest bearing cash at end of year2022-05-31$0
Total non interest bearing cash at beginning of year2022-05-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Income. Non cash contributions2022-05-31$0
Value of net income/loss2022-05-31$-10,784,625
Value of net assets at end of year (total assets less liabilities)2022-05-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$10,784,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Assets. partnership/joint venture interests at end of year2022-05-31$0
Assets. partnership/joint venture interests at beginning of year2022-05-31$0
Investment advisory and management fees2022-05-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-05-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-05-31$10,369,889
Interest on participant loans2022-05-31$-16
Income. Interest from loans (other than to participants)2022-05-31$0
Interest earned on other investments2022-05-31$375
Income. Interest from US Government securities2022-05-31$0
Income. Interest from corporate debt instruments2022-05-31$0
Value of interest in master investment trust accounts at end of year2022-05-31$0
Value of interest in master investment trust accounts at beginning of year2022-05-31$0
Value of interest in common/collective trusts at end of year2022-05-31$0
Value of interest in common/collective trusts at beginning of year2022-05-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-05-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-05-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-05-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-05-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-05-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-05-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-05-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-05-31$242,484
Expenses. Payments to insurance carriers foe the provision of benefits2022-05-31$0
Asset value of US Government securities at end of year2022-05-31$0
Asset value of US Government securities at beginning of year2022-05-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-05-31$-750,719
Net investment gain/loss from pooled separate accounts2022-05-31$0
Net investment gain or loss from common/collective trusts2022-05-31$0
Net gain/loss from 103.12 investment entities2022-05-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31No
Was there a failure to transmit to the plan any participant contributions2022-05-31No
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Assets. Invements in employer securities at end of year2022-05-31$0
Assets. Invements in employer securities at beginning of year2022-05-31$0
Assets. Value of employer real property at end of year2022-05-31$0
Assets. Value of employer real property at beginning of year2022-05-31$0
Contributions received in cash from employer2022-05-31$554
Employer contributions (assets) at end of year2022-05-31$0
Employer contributions (assets) at beginning of year2022-05-31$41,087
Income. Dividends from preferred stock2022-05-31$0
Income. Dividends from common stock2022-05-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$10,019,668
Asset. Corporate debt instrument preferred debt at end of year2022-05-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-05-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-05-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-05-31$0
Contract administrator fees2022-05-31$15,633
Assets. Corporate common stocks other than exployer securities at end of year2022-05-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-05-31$0
Liabilities. Value of benefit claims payable at end of year2022-05-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-05-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-05-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-05-31$0
Did the plan have assets held for investment2022-05-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31Yes
Aggregate proceeds on sale of assets2022-05-31$0
Aggregate carrying amount (costs) on sale of assets2022-05-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-05-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-05-31$0
Opinion of an independent qualified public accountant for this plan2022-05-31Unqualified
Accountancy firm name2022-05-31SMITH BUNDAY BERMAN BRITTON, P.S.
Accountancy firm EIN2022-05-31911275259
2021 : CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,685,901
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,697,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,671,695
Expenses. Certain deemed distributions of participant loans2021-12-31$-381
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$549,542
Value of total assets at end of year2021-12-31$10,784,625
Value of total assets at beginning of year2021-12-31$10,796,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$26,189
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$11,400
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,453,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,453,432
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
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$191,321
Participant contributions at end of year2021-12-31$105,686
Participant contributions at beginning of year2021-12-31$173,749
Participant contributions at end of year2021-12-31$25,479
Participant contributions at beginning of year2021-12-31$4,920
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$-11,602
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,784,625
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,796,227
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,369,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,794,033
Interest on participant loans2021-12-31$7,799
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$3,601
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$242,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$712,623
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-328,473
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$358,221
Employer contributions (assets) at end of year2021-12-31$41,087
Employer contributions (assets) at beginning of year2021-12-31$110,902
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,671,695
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$26,189
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SMITH BUNDAY BERMAN BRITTON, P.S.
Accountancy firm EIN2021-12-31911275259
2020 : CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,481,545
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,504,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,414,953
Expenses. Certain deemed distributions of participant loans2020-12-31$73,513
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$366,622
Value of total assets at end of year2020-12-31$10,680,405
Value of total assets at beginning of year2020-12-31$10,703,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$15,976
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$24,576
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$300,722
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$300,722
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
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$144,510
Participant contributions at end of year2020-12-31$173,749
Participant contributions at beginning of year2020-12-31$257,394
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$4,574
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$9,011
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$-22,897
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,680,405
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,703,302
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,794,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,368,053
Interest on participant loans2020-12-31$13,234
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$11,342
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$712,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$39,652
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$789,625
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
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
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$213,101
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$33,629
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,414,953
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$15,976
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SMITH BUNDAY BERMAN BRITTON, P.S.
Accountancy firm EIN2020-12-31911275259
2019 : CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$2,539,743
Total income from all sources (including contributions)2019-12-31$2,539,743
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,799,869
Total of all expenses incurred2019-12-31$1,799,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,732,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,732,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$527,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$527,117
Value of total assets at end of year2019-12-31$10,703,302
Value of total assets at end of year2019-12-31$10,703,302
Value of total assets at beginning of year2019-12-31$9,963,428
Value of total assets at beginning of year2019-12-31$9,963,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$67,143
Total interest from all sources2019-12-31$10,578
Total interest from all sources2019-12-31$10,578
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$157,850
Contributions received from participants2019-12-31$157,850
Participant contributions at end of year2019-12-31$257,394
Participant contributions at end of year2019-12-31$257,394
Participant contributions at beginning of year2019-12-31$220,732
Participant contributions at beginning of year2019-12-31$220,732
Participant contributions at end of year2019-12-31$4,574
Participant contributions at end of year2019-12-31$4,574
Participant contributions at beginning of year2019-12-31$6,863
Participant contributions at beginning of year2019-12-31$6,863
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$35,724
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$35,724
Other income not declared elsewhere2019-12-31$65
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
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$739,874
Value of net income/loss2019-12-31$739,874
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,703,302
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,703,302
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,963,428
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,963,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$10,368,053
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,368,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,639,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,639,259
Interest on participant loans2019-12-31$10,578
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$39,652
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$39,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$28,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$28,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,001,983
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,001,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$369,267
Contributions received in cash from employer2019-12-31$369,267
Employer contributions (assets) at end of year2019-12-31$33,629
Employer contributions (assets) at end of year2019-12-31$33,629
Employer contributions (assets) at beginning of year2019-12-31$68,423
Employer contributions (assets) at beginning of year2019-12-31$68,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,697,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,697,002
Contract administrator fees2019-12-31$67,143
Contract administrator fees2019-12-31$67,143
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SMITH BUNDAY BERMAN BRITTON, P.S.
Accountancy firm name2019-12-31SMITH BUNDAY BERMAN BRITTON, P.S.
Accountancy firm EIN2019-12-31911275259
Accountancy firm EIN2019-12-31911275259
2018 : CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-33,146
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$802,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$714,370
Expenses. Certain deemed distributions of participant loans2018-12-31$21,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$601,234
Value of total assets at end of year2018-12-31$9,963,428
Value of total assets at beginning of year2018-12-31$10,799,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$67,350
Total interest from all sources2018-12-31$13,551
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 period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$197,227
Participant contributions at end of year2018-12-31$220,732
Participant contributions at beginning of year2018-12-31$346,418
Participant contributions at end of year2018-12-31$6,863
Participant contributions at beginning of year2018-12-31$7,832
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$62,598
Other income not declared elsewhere2018-12-31$15
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-836,136
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,963,428
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,799,564
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$9,639,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,293,024
Interest on participant loans2018-12-31$13,551
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$28,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$119,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-647,946
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$404,007
Employer contributions (assets) at end of year2018-12-31$68,423
Employer contributions (assets) at beginning of year2018-12-31$32,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$651,772
Contract administrator fees2018-12-31$67,350
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 name2018-12-31SMITH BUNDAY BERMAN BRITTON, P.S.
Accountancy firm EIN2018-12-31911275259
2017 : CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,293,699
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,571,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,433,462
Expenses. Certain deemed distributions of participant loans2017-12-31$71,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$634,997
Value of total assets at end of year2017-12-31$10,799,564
Value of total assets at beginning of year2017-12-31$10,077,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$67,283
Total interest from all sources2017-12-31$15,280
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
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$209,824
Participant contributions at end of year2017-12-31$346,418
Participant contributions at beginning of year2017-12-31$403,091
Participant contributions at end of year2017-12-31$7,832
Participant contributions at beginning of year2017-12-31$9,166
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$34,407
Other income not declared elsewhere2017-12-31$22
Administrative expenses (other) incurred2017-12-31$350
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$721,764
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,799,564
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,077,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,293,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,626,706
Interest on participant loans2017-12-31$15,280
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$119,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,643,400
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$425,173
Employer contributions (assets) at end of year2017-12-31$32,568
Employer contributions (assets) at beginning of year2017-12-31$38,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,399,055
Contract administrator fees2017-12-31$66,933
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 name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT 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$1,401,033
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,043,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$921,160
Expenses. Certain deemed distributions of participant loans2016-12-31$60,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$686,334
Value of total assets at end of year2016-12-31$10,077,800
Value of total assets at beginning of year2016-12-31$9,719,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$61,792
Total interest from all sources2016-12-31$18,846
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
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$219,612
Participant contributions at end of year2016-12-31$403,091
Participant contributions at beginning of year2016-12-31$532,012
Participant contributions at end of year2016-12-31$9,166
Participant contributions at beginning of year2016-12-31$9,038
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$350
Other income not declared elsewhere2016-12-31$1,173
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$357,810
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,077,800
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,719,990
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$61,792
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,626,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,072,145
Interest on participant loans2016-12-31$18,846
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$65,051
Net investment gain/loss from pooled separate accounts2016-12-31$694,680
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$466,372
Employer contributions (assets) at end of year2016-12-31$38,837
Employer contributions (assets) at beginning of year2016-12-31$41,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$921,160
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 name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$528
Total income from all sources (including contributions)2015-12-31$613,953
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$430,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$373,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$834,919
Value of total assets at end of year2015-12-31$9,719,990
Value of total assets at beginning of year2015-12-31$9,536,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$56,467
Total interest from all sources2015-12-31$17,650
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$372,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$243,770
Participant contributions at end of year2015-12-31$532,012
Participant contributions at beginning of year2015-12-31$383,374
Participant contributions at end of year2015-12-31$9,038
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$80,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$10,242
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$528
Other income not declared elsewhere2015-12-31$7,036
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$183,537
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,719,990
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,536,453
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$9,072,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,158,299
Interest on participant loans2015-12-31$17,650
Value of interest in common/collective trusts at beginning of year2015-12-31$1,948,120
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$12,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$12,605
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$65,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-618,335
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$511,149
Employer contributions (assets) at end of year2015-12-31$41,744
Employer contributions (assets) at beginning of year2015-12-31$34,583
Income. Dividends from common stock2015-12-31$372,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$363,707
Contract administrator fees2015-12-31$56,467
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS, LLP
Accountancy firm EIN2015-12-31910189318
2014 : CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-503,915
Total unrealized appreciation/depreciation of assets2014-12-31$-503,915
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$528
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,673
Total income from all sources (including contributions)2014-12-31$916,354
Total of all expenses incurred2014-12-31$1,126,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,006,992
Expenses. Certain deemed distributions of participant loans2014-12-31$69,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$602,548
Value of total assets at end of year2014-12-31$9,536,981
Value of total assets at beginning of year2014-12-31$9,749,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$50,384
Total interest from all sources2014-12-31$17,754
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$567,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$567,535
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$156,416
Participant contributions at end of year2014-12-31$383,374
Participant contributions at beginning of year2014-12-31$418,068
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$528
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,673
Other income not declared elsewhere2014-12-31$14,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-210,248
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,536,453
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,746,701
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
Investment advisory and management fees2014-12-31$50,384
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,158,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,241,140
Interest on participant loans2014-12-31$17,754
Value of interest in common/collective trusts at end of year2014-12-31$1,948,120
Value of interest in common/collective trusts at beginning of year2014-12-31$2,044,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$12,605
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$6,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$6,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$202,585
Net investment gain or loss from common/collective trusts2014-12-31$14,901
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$446,132
Employer contributions (assets) at end of year2014-12-31$34,583
Employer contributions (assets) at beginning of year2014-12-31$38,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,006,992
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,673
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$275
Total income from all sources (including contributions)2013-12-31$2,108,272
Total of all expenses incurred2013-12-31$538,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$507,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$610,681
Value of total assets at end of year2013-12-31$9,749,374
Value of total assets at beginning of year2013-12-31$8,177,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$31,014
Total interest from all sources2013-12-31$19,537
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$1,000,000
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$157,487
Participant contributions at end of year2013-12-31$418,068
Participant contributions at beginning of year2013-12-31$413,743
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,673
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$275
Administrative expenses (other) incurred2013-12-31$9,732
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$1,569,462
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,746,701
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,177,239
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
Investment advisory and management fees2013-12-31$21,282
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,241,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,570,348
Interest on participant loans2013-12-31$19,537
Value of interest in common/collective trusts at end of year2013-12-31$2,044,904
Value of interest in common/collective trusts at beginning of year2013-12-31$2,153,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$6,762
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$10,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$10,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,469,774
Net investment gain or loss from common/collective trusts2013-12-31$8,280
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$453,194
Employer contributions (assets) at end of year2013-12-31$38,500
Employer contributions (assets) at beginning of year2013-12-31$29,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$507,796
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$275
Total income from all sources (including contributions)2012-12-31$1,246,238
Total of all expenses incurred2012-12-31$637,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$604,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$533,241
Value of total assets at end of year2012-12-31$8,177,514
Value of total assets at beginning of year2012-12-31$7,568,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$33,166
Total interest from all sources2012-12-31$16,929
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$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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$162,714
Participant contributions at end of year2012-12-31$413,743
Participant contributions at beginning of year2012-12-31$319,297
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$275
Administrative expenses (other) incurred2012-12-31$12,257
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$608,687
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,177,239
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,568,552
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
Investment advisory and management fees2012-12-31$20,909
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,570,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,767,674
Interest on participant loans2012-12-31$16,929
Value of interest in common/collective trusts at end of year2012-12-31$2,153,292
Value of interest in common/collective trusts at beginning of year2012-12-31$2,481,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$10,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$756,252
Net investment gain or loss from common/collective trusts2012-12-31$-60,184
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$370,527
Employer contributions (assets) at end of year2012-12-31$29,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$604,385
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$330,070
Total of all expenses incurred2011-12-31$276,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$249,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$662,896
Value of total assets at end of year2011-12-31$7,568,552
Value of total assets at beginning of year2011-12-31$7,515,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$26,800
Total interest from all sources2011-12-31$14,580
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$129,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$129,860
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$166,843
Participant contributions at end of year2011-12-31$319,297
Participant contributions at beginning of year2011-12-31$286,562
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$968
Administrative expenses (other) incurred2011-12-31$26,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$53,415
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,568,552
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,515,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,767,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,130,938
Interest on participant loans2011-12-31$14,580
Value of interest in common/collective trusts at end of year2011-12-31$2,481,581
Value of interest in common/collective trusts at beginning of year2011-12-31$2,097,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-548,591
Net investment gain or loss from common/collective trusts2011-12-31$71,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$495,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$249,855
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOSS ADAMS LLP
Accountancy firm EIN2011-12-31910189318
2010 : CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,403,871
Total of all expenses incurred2010-12-31$401,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$364,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$729,018
Value of total assets at end of year2010-12-31$7,515,137
Value of total assets at beginning of year2010-12-31$6,512,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$36,820
Total interest from all sources2010-12-31$11,295
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$46,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$46,357
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$165,097
Participant contributions at end of year2010-12-31$286,562
Participant contributions at beginning of year2010-12-31$185,426
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$73,666
Administrative expenses (other) incurred2010-12-31$36,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,002,658
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,515,137
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,512,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,130,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,469,919
Interest on participant loans2010-12-31$11,295
Value of interest in common/collective trusts at end of year2010-12-31$2,097,637
Value of interest in common/collective trusts at beginning of year2010-12-31$1,857,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$547,270
Net investment gain or loss from common/collective trusts2010-12-31$69,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$490,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$364,393
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOSS ADAMS, LLP
Accountancy firm EIN2010-12-31910189318

Form 5500 Responses for CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN

2022: CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT 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 filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT 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: CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT 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 benefit arrangement – InsuranceYes
2019: CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT 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: CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT 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: CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT 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: CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT 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 – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CROWN DISTRIBUTING LLC EMPLOYEES RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number505719-01
Policy instance 1
Insurance contract or identification number505719-01
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-05-31
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?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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number505719-01
Policy instance 1
Insurance contract or identification number505719-01
Number of Individuals Covered2
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number505719-01
Policy instance 1
Insurance contract or identification number505719-01
Number of Individuals Covered3
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894041-087
Policy instance 2
Insurance contract or identification number894041-087
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-01-24
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894041-087
Policy instance 1
Insurance contract or identification number894041-087
Number of Individuals Covered182
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $27
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894041-087
Policy instance 1
Insurance contract or identification number894041-087
Number of Individuals Covered180
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $189
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $189
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894041-087
Policy instance 1
Insurance contract or identification number894041-087
Number of Individuals Covered159
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $239
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
Commission paid to Insurance BrokerUSD $239
Insurance broker organization code?3
Insurance broker nameDA DAVIDSON & CO.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894041-087
Policy instance 1
Insurance contract or identification number894041-087
Number of Individuals Covered156
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $76
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $76
Insurance broker organization code?3
Insurance broker nameDA DAVIDSON & CO.

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