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COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 401k Plan overview

Plan NameCOASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN
Plan identification number 001

COASTAL FARM & HOME SUPPLY, LLC 401(K) 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COASTAL FARM & HOME SUPPLY, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:COASTAL FARM & HOME SUPPLY, L.L.C.
Employer identification number (EIN):261748412
NAIC Classification:444130
NAIC Description:Hardware Stores

Additional information about COASTAL FARM & HOME SUPPLY, L.L.C.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2007-12-27
Company Identification Number: 48584098
Legal Registered Office Address: 975 OAK ST STE 800

EUGENE
United States of America (USA)
97401

More information about COASTAL FARM & HOME SUPPLY, L.L.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01TOM YEARSLEY2023-10-15
0012022-01-01TOM YEARSLEY2024-01-24
0012021-01-01LORI MCKINNON2022-10-10
0012020-01-01BRUCE WHEELER2021-07-29
0012019-01-01BRUCE WHEELER2020-07-29
0012018-01-01BRUCE WHEELER2019-08-11
0012017-01-01
0012016-01-01
0012015-01-01BRUCE WHEELER
0012014-01-01BRUCE WHEELER
0012013-01-01BRUCE WHEELER
0012012-01-01BRUCE WHEELER
0012011-01-01BRUCE WHEELER
0012010-01-01BRUCE WHEELER
0012009-01-01BRUCE WHEELER

Plan Statistics for COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN

401k plan membership statisitcs for COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN

Measure Date Value
2022: COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01935
Total number of active participants reported on line 7a of the Form 55002022-01-01710
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01146
Total of all active and inactive participants2022-01-01856
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01858
Number of participants with account balances2022-01-01802
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01258
2021: COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01796
Total number of active participants reported on line 7a of the Form 55002021-01-01742
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01147
Total of all active and inactive participants2021-01-01889
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01889
Number of participants with account balances2021-01-01806
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01214
2020: COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01727
Total number of active participants reported on line 7a of the Form 55002020-01-01669
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01109
Total of all active and inactive participants2020-01-01778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01779
Number of participants with account balances2020-01-01694
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01101
2019: COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01714
Total number of active participants reported on line 7a of the Form 55002019-01-01605
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01101
Total of all active and inactive participants2019-01-01706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01706
Number of participants with account balances2019-01-01624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01126
2018: COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01768
Total number of active participants reported on line 7a of the Form 55002018-01-01596
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0196
Total of all active and inactive participants2018-01-01692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01692
Number of participants with account balances2018-01-01609
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01124
2017: COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01712
Total number of active participants reported on line 7a of the Form 55002017-01-01571
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01165
Total of all active and inactive participants2017-01-01736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01736
Number of participants with account balances2017-01-01642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01158
2016: COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01643
Total number of active participants reported on line 7a of the Form 55002016-01-01555
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01131
Total of all active and inactive participants2016-01-01686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01686
Number of participants with account balances2016-01-01583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01117
2015: COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01595
Total number of active participants reported on line 7a of the Form 55002015-01-01508
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01108
Total of all active and inactive participants2015-01-01616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01616
Number of participants with account balances2015-01-01516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0197
2014: COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01434
Total number of active participants reported on line 7a of the Form 55002014-01-01488
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0181
Total of all active and inactive participants2014-01-01569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01569
Number of participants with account balances2014-01-01477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0166
2013: COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01389
Total number of active participants reported on line 7a of the Form 55002013-01-01368
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0153
Total of all active and inactive participants2013-01-01421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01421
Number of participants with account balances2013-01-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0148
2012: COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01303
Total number of active participants reported on line 7a of the Form 55002012-01-01314
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 participants2012-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01350
Number of participants with account balances2012-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0142
2011: COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01279
Total number of active participants reported on line 7a of the Form 55002011-01-01270
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0125
Total of all active and inactive participants2011-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01295
Number of participants with account balances2011-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01275
Total number of active participants reported on line 7a of the Form 55002010-01-01243
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0130
Total of all active and inactive participants2010-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01274
Number of participants with account balances2010-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018
2009: COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01319
Total number of active participants reported on line 7a of the Form 55002009-01-01286
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0120
Total of all active and inactive participants2009-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01307
Number of participants with account balances2009-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN

Measure Date Value
2022 : COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-553,703
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,083,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,011,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,714,309
Value of total assets at end of year2022-12-31$11,435,254
Value of total assets at beginning of year2022-12-31$14,072,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$72,401
Total interest from all sources2022-12-31$26,763
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,249,304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,637,201
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,435,254
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,072,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$10,618,285
Value of interest in pooled separate accounts at beginning of year2022-12-31$13,176,600
Interest earned on other investments2022-12-31$26,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$816,969
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$895,855
Net investment gain/loss from pooled separate accounts2022-12-31$-2,294,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$465,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,011,097
Contract administrator fees2022-12-31$72,401
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COHNREZNICK LLP
Accountancy firm EIN2022-12-31221478099
2021 : COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2021 401k financial data
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
Total income from all sources (including contributions)2021-12-31$3,565,892
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,795,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,717,224
Value of total corrective distributions2021-12-31$9,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,691,221
Value of total assets at end of year2021-12-31$14,072,455
Value of total assets at beginning of year2021-12-31$12,301,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$68,368
Total interest from all sources2021-12-31$26,563
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,170,925
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$70,684
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,770,591
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,072,455
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,301,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$13,176,600
Value of interest in pooled separate accounts at beginning of year2021-12-31$11,466,614
Interest earned on other investments2021-12-31$26,563
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$895,855
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$835,250
Net investment gain/loss from pooled separate accounts2021-12-31$1,848,108
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
Contributions received in cash from employer2021-12-31$449,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,717,224
Contract administrator fees2021-12-31$68,368
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LUTZ & COMPANY, PC
Accountancy firm EIN2021-12-31470625816
2020 : COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2020 401k financial data
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
Total income from all sources (including contributions)2020-12-31$3,036,433
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$750,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$677,660
Value of total corrective distributions2020-12-31$2,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,388,789
Value of total assets at end of year2020-12-31$12,301,864
Value of total assets at beginning of year2020-12-31$10,016,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$70,461
Total interest from all sources2020-12-31$26,622
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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$964,896
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$32,757
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,285,822
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,301,864
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,016,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$11,466,614
Value of interest in pooled separate accounts at beginning of year2020-12-31$9,288,247
Interest earned on other investments2020-12-31$26,622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$835,250
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$727,795
Net investment gain/loss from pooled separate accounts2020-12-31$1,621,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$391,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$677,660
Contract administrator fees2020-12-31$70,461
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LUTZ & COMPANY, PC
Accountancy firm EIN2020-12-31470625816
2019 : COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,113,258
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,376,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,321,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,258,604
Value of total assets at end of year2019-12-31$10,016,042
Value of total assets at beginning of year2019-12-31$8,279,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$55,350
Total interest from all sources2019-12-31$46,939
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$861,430
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$56,524
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$1,736,812
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,016,042
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,279,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$9,288,247
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,692,072
Interest earned on other investments2019-12-31$46,939
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$727,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,587,158
Net investment gain/loss from pooled separate accounts2019-12-31$1,807,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$340,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,321,096
Contract administrator fees2019-12-31$55,350
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LUTZ & CO
Accountancy firm EIN2019-12-31470625816
2018 : COASTAL FARM & HOME SUPPLY, LLC 401(K) 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$845,180
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,159,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,104,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,267,950
Value of total assets at end of year2018-12-31$8,279,230
Value of total assets at beginning of year2018-12-31$8,593,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$54,554
Total interest from all sources2018-12-31$50,475
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$780,485
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$185,071
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-313,832
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,279,230
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,593,062
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 pooled separate accounts at end of year2018-12-31$6,692,072
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,181,722
Interest earned on other investments2018-12-31$50,475
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,587,158
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,411,340
Net investment gain/loss from pooled separate accounts2018-12-31$-473,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$302,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,104,458
Contract administrator fees2018-12-31$54,554
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 name2018-12-31LUTZ & CO
Accountancy firm EIN2018-12-31470625816
2017 : COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$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$2,217,915
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$453,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$443,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,019,962
Value of total assets at end of year2017-12-31$8,593,062
Value of total assets at beginning of year2017-12-31$6,828,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,929
Total interest from all sources2017-12-31$41,797
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$707,346
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$43,165
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$1,764,880
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,593,062
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,828,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$7,181,722
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,743,516
Interest earned on other investments2017-12-31$41,797
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,411,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,084,666
Net investment gain/loss from pooled separate accounts2017-12-31$1,156,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$269,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$443,106
Contract administrator fees2017-12-31$9,929
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 name2017-12-31LUTZ & COMPANY, PC
Accountancy firm EIN2017-12-31470625816
2016 : COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,494,667
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$356,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$346,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$931,002
Value of total assets at end of year2016-12-31$6,828,182
Value of total assets at beginning of year2016-12-31$5,689,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,586
Total interest from all sources2016-12-31$34,154
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$657,413
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$18,381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,138,564
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,828,182
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,689,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$5,743,516
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,721,022
Interest earned on other investments2016-12-31$34,154
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,084,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$968,596
Net investment gain/loss from pooled separate accounts2016-12-31$529,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$255,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$346,517
Contract administrator fees2016-12-31$9,586
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 name2016-12-31SHONSEY,PLACKE,MARUSKA & STAVA PC
Accountancy firm EIN2016-12-31205640426
2015 : COASTAL FARM & HOME SUPPLY, LLC 401(K) 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$0
Total income from all sources (including contributions)2015-12-31$702,703
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$599,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$592,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$825,926
Value of total assets at end of year2015-12-31$5,689,618
Value of total assets at beginning of year2015-12-31$5,586,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,254
Total interest from all sources2015-12-31$32,383
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$586,130
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,955
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$102,946
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,689,618
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,586,672
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 pooled separate accounts at end of year2015-12-31$4,721,022
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,648,057
Interest earned on other investments2015-12-31$32,383
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$968,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$938,615
Net investment gain/loss from pooled separate accounts2015-12-31$-155,606
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$236,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$592,503
Contract administrator fees2015-12-31$7,254
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 name2015-12-31SHONSEY, PLACKE, MARUSKA & STAVA PC
Accountancy firm EIN2015-12-31205640426
2014 : COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,276,552
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$322,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$317,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$943,587
Value of total assets at end of year2014-12-31$5,586,672
Value of total assets at beginning of year2014-12-31$4,632,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,006
Total interest from all sources2014-12-31$27,296
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$489,393
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$257,511
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$954,417
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,586,672
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,632,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$4,648,057
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,863,052
Interest earned on other investments2014-12-31$27,296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$938,615
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$769,203
Net investment gain/loss from pooled separate accounts2014-12-31$305,669
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$196,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$317,129
Contract administrator fees2014-12-31$5,006
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 name2014-12-31SHONSEY, PLAKE, MARUSKA & STAVA, PC
Accountancy firm EIN2014-12-31205640426
2013 : COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,465,563
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$371,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$367,784
Value of total corrective distributions2013-12-31$503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$588,270
Value of total assets at end of year2013-12-31$4,632,255
Value of total assets at beginning of year2013-12-31$3,538,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,579
Total interest from all sources2013-12-31$19,480
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$450,000
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$420,253
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$1,093,697
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,632,255
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,538,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$3,863,052
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,017,335
Interest earned on other investments2013-12-31$19,480
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$769,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$521,223
Net investment gain/loss from pooled separate accounts2013-12-31$857,813
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$168,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$367,784
Contract administrator fees2013-12-31$3,579
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 name2013-12-31SHONSEY & ASSOCIATES
Accountancy firm EIN2013-12-31205640426
2012 : COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$918,760
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$100,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$97,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$556,743
Value of total assets at end of year2012-12-31$3,538,558
Value of total assets at beginning of year2012-12-31$2,720,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,604
Total interest from all sources2012-12-31$14,961
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$354,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$377,705
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$28,988
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$818,475
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,538,558
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,720,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$3,017,335
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,301,231
Interest earned on other investments2012-12-31$14,961
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$521,223
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$418,852
Net investment gain/loss from pooled separate accounts2012-12-31$347,056
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$150,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$97,681
Contract administrator fees2012-12-31$2,604
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 name2012-12-31SHONSEY, PLACKE, MARUSKA, STAVA & M
Accountancy firm EIN2012-12-31205640426
2011 : COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$341,020
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$149,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$147,354
Value of total corrective distributions2011-12-31$176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$411,405
Value of total assets at end of year2011-12-31$2,720,083
Value of total assets at beginning of year2011-12-31$2,528,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,635
Total interest from all sources2011-12-31$13,197
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$205,000
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$283,224
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$16,250
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$191,855
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,720,083
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,528,228
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 pooled separate accounts at end of year2011-12-31$2,301,231
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,116,739
Interest earned on other investments2011-12-31$13,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$418,852
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$411,489
Net investment gain/loss from pooled separate accounts2011-12-31$-83,582
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$111,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$147,354
Contract administrator fees2011-12-31$1,635
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 name2011-12-31SHONSEY, PLACKE, MARUSKA, STAVA & M
Accountancy firm EIN2011-12-31205640426
2010 : COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$692,123
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$210,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$209,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$381,385
Value of total assets at end of year2010-12-31$2,528,228
Value of total assets at beginning of year2010-12-31$2,047,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,602
Total interest from all sources2010-12-31$10,921
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
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$273,550
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$481,209
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,528,228
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,047,019
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 pooled separate accounts at end of year2010-12-31$2,116,739
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,730,586
Interest earned on other investments2010-12-31$10,921
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$411,489
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$316,433
Net investment gain/loss from pooled separate accounts2010-12-31$299,817
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$107,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$209,312
Contract administrator fees2010-12-31$1,602
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 name2010-12-31SHONSEY & ASSOCIATES
Accountancy firm EIN2010-12-31205640426
2009 : COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN

2022: COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COASTAL FARM & HOME SUPPLY, LLC 401(K) 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: COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COASTAL FARM & HOME SUPPLY, LLC 401(K) 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: COASTAL FARM & HOME SUPPLY, LLC 401(K) 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: COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COASTAL FARM & HOME SUPPLY, LLC 401(K) 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 planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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 planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806532
Policy instance 1
Insurance contract or identification number806532
Number of Individuals Covered858
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806532
Policy instance 1
Insurance contract or identification number806532
Number of Individuals Covered889
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806532
Policy instance 1
Insurance contract or identification number806532
Number of Individuals Covered779
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,517
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,517
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806532
Policy instance 1
Insurance contract or identification number806532
Number of Individuals Covered706
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $18,451
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,451
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806532
Policy instance 1
Insurance contract or identification number806532
Number of Individuals Covered736
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $15,432
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,432
Insurance broker organization code?3
Insurance broker nameKMS FINANCIAL SERVICES INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806532
Policy instance 1
Insurance contract or identification number806532
Number of Individuals Covered616
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $11,593
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,593
Insurance broker organization code?3
Insurance broker nameKMS FINANCIAL SERVICES INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806532
Policy instance 1
Insurance contract or identification number806532
Number of Individuals Covered569
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $10,229
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,229
Insurance broker organization code?3
Insurance broker nameKMS FINANCIAL SERVICES INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806532
Policy instance 1
Insurance contract or identification number806532
Number of Individuals Covered421
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $8,241
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,241
Insurance broker organization code?3
Insurance broker nameKMS FINANCIAL SERVICES INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806532
Policy instance 1
Insurance contract or identification number806532
Number of Individuals Covered350
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,354
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,354
Insurance broker organization code?3
Insurance broker nameKMS FINANCIAL SERVICES INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806532
Policy instance 1
Insurance contract or identification number806532
Number of Individuals Covered295
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,316
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 Administration1
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806532
Policy instance 1
Insurance contract or identification number806532
Number of Individuals Covered274
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,440
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $4,440
Insurance broker organization code?3
Insurance broker nameKMS FINANCIAL SERVICES INC

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