?>
Logo

JONACO MACHINE DEFERRED SAVINGS AND PROFIT SHARING PLAN 401k Plan overview

Plan NameJONACO MACHINE DEFERRED SAVINGS AND PROFIT SHARING PLAN
Plan identification number 001

JONACO MACHINE DEFERRED SAVINGS AND PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

DEMMER INVESTMENTS III, INC. has sponsored the creation of one or more 401k plans.

Company Name:DEMMER INVESTMENTS III, INC.
Employer identification number (EIN):273546895
NAIC Classification:332110

Additional information about DEMMER INVESTMENTS III, INC.

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 2010-09-27
Company Identification Number: 03518V
Legal Registered Office Address: 1600 N LARCH

LANSING
United States of America (USA)
48906

More information about DEMMER INVESTMENTS III, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JONACO MACHINE DEFERRED SAVINGS AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROSS REDEPENNING ROSS REDEPENNING2018-10-11
0012016-01-01ROSS REDEPENNING ROSS REDEPENNING2017-10-16
0012016-01-01 ROSS REDEPENNING2017-10-16
0012015-01-01ROSS REDEPENNING ROSS REDEPENNING2016-10-13
0012014-01-01ROSS REDEPENNING ROSS REDEPENNING2015-10-13
0012013-01-01MARK SCHROEDER MARK SCHROEDER2014-10-09
0012012-01-01MARK SCHROEDER
0012011-01-01MARK SCHROEDER2012-10-08
0012010-01-01MARK SCHROEDER2011-10-13

Plan Statistics for JONACO MACHINE DEFERRED SAVINGS AND PROFIT SHARING PLAN

401k plan membership statisitcs for JONACO MACHINE DEFERRED SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2022: JONACO MACHINE DEFERRED SAVINGS AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01169
Total number of active participants reported on line 7a of the Form 55002022-01-01145
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0124
Total of all active and inactive participants2022-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01170
Number of participants with account balances2022-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: JONACO MACHINE DEFERRED SAVINGS AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01156
Total number of active participants reported on line 7a of the Form 55002021-01-01140
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0126
Total of all active and inactive participants2021-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01167
Number of participants with account balances2021-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: JONACO MACHINE DEFERRED SAVINGS AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01182
Total number of active participants reported on line 7a of the Form 55002020-01-01124
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0131
Total of all active and inactive participants2020-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01156
Number of participants with account balances2020-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: JONACO MACHINE DEFERRED SAVINGS AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01165
Total number of active participants reported on line 7a of the Form 55002019-01-01161
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0119
Total of all active and inactive participants2019-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01181
Number of participants with account balances2019-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: JONACO MACHINE DEFERRED SAVINGS AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01143
Total number of active participants reported on line 7a of the Form 55002018-01-01144
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0119
Total of all active and inactive participants2018-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01164
Number of participants with account balances2018-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: JONACO MACHINE DEFERRED SAVINGS AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01148
Total number of active participants reported on line 7a of the Form 55002017-01-01134
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01142
Number of participants with account balances2017-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JONACO MACHINE DEFERRED SAVINGS AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01150
Total number of active participants reported on line 7a of the Form 55002016-01-01135
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01147
Number of participants with account balances2016-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: JONACO MACHINE DEFERRED SAVINGS AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01146
Total number of active participants reported on line 7a of the Form 55002015-01-01133
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01142
Number of participants with account balances2015-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JONACO MACHINE DEFERRED SAVINGS AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01145
Total number of active participants reported on line 7a of the Form 55002014-01-01133
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01141
Number of participants with account balances2014-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: JONACO MACHINE DEFERRED SAVINGS AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01157
Total number of active participants reported on line 7a of the Form 55002013-01-01130
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01139
Number of participants with account balances2013-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: JONACO MACHINE DEFERRED SAVINGS AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01122
Total number of active participants reported on line 7a of the Form 55002012-01-01126
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01156
Number of participants with account balances2012-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015

Financial Data on JONACO MACHINE DEFERRED SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2022 : JONACO MACHINE DEFERRED SAVINGS AND PROFIT SHARING 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$0
Total income from all sources (including contributions)2022-12-31$-1,286,474
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,659,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,639,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$928,484
Value of total assets at end of year2022-12-31$14,066,557
Value of total assets at beginning of year2022-12-31$17,012,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$20,252
Total interest from all sources2022-12-31$96,499
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$27,064
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$27,064
Administrative expenses professional fees incurred2022-12-31$7,983
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$714,136
Participant contributions at end of year2022-12-31$234,501
Participant contributions at beginning of year2022-12-31$242,694
Other income not declared elsewhere2022-12-31$5,001
Administrative expenses (other) incurred2022-12-31$3,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,946,045
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,066,557
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,012,602
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
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,556,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,298,241
Value of interest in pooled separate accounts at end of year2022-12-31$5,947,996
Value of interest in pooled separate accounts at beginning of year2022-12-31$8,392,609
Interest on participant loans2022-12-31$10,584
Interest earned on other investments2022-12-31$85,915
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,327,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,079,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-967,384
Net investment gain/loss from pooled separate accounts2022-12-31$-1,376,138
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$214,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,639,319
Contract administrator fees2022-12-31$9,031
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 name2022-12-31SMITH, SCHAFER & ASSOCIATES, LTD.
Accountancy firm EIN2022-12-31411489071
2021 : JONACO MACHINE DEFERRED SAVINGS AND PROFIT SHARING 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$2,667,372
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,976,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,964,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$820,572
Value of total assets at end of year2021-12-31$17,012,602
Value of total assets at beginning of year2021-12-31$16,322,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$12,732
Total interest from all sources2021-12-31$99,792
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$27,943
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$27,943
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$564,111
Participant contributions at end of year2021-12-31$242,694
Participant contributions at beginning of year2021-12-31$272,726
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$96,026
Other income not declared elsewhere2021-12-31$5,000
Administrative expenses (other) incurred2021-12-31$12,732
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$690,420
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,012,602
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,322,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,298,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,033,310
Value of interest in pooled separate accounts at end of year2021-12-31$8,392,609
Value of interest in pooled separate accounts at beginning of year2021-12-31$7,132,854
Interest on participant loans2021-12-31$12,058
Interest earned on other investments2021-12-31$87,734
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,079,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,883,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$584,381
Net investment gain/loss from pooled separate accounts2021-12-31$1,129,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$160,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,964,220
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 name2021-12-31SMITH, SCHAFER & ASSOCIATES, LTD.
Accountancy firm EIN2021-12-31411489071
2020 : JONACO MACHINE DEFERRED SAVINGS AND PROFIT SHARING 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$2,632,500
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,249,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,217,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$820,871
Value of total assets at end of year2020-12-31$16,322,182
Value of total assets at beginning of year2020-12-31$14,939,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$31,802
Total interest from all sources2020-12-31$129,999
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$16,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$16,288
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$524,191
Participant contributions at end of year2020-12-31$272,726
Participant contributions at beginning of year2020-12-31$376,765
Other income not declared elsewhere2020-12-31$1,199
Administrative expenses (other) incurred2020-12-31$31,802
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$1,383,016
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,322,182
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,939,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,033,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,435,501
Value of interest in pooled separate accounts at end of year2020-12-31$7,132,854
Value of interest in pooled separate accounts at beginning of year2020-12-31$7,032,553
Interest on participant loans2020-12-31$19,834
Interest earned on other investments2020-12-31$110,165
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,883,292
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,094,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$775,470
Net investment gain/loss from pooled separate accounts2020-12-31$888,673
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$296,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,217,682
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31SMITH, SCHAFER & ASSOCIATES, LTD.
Accountancy firm EIN2020-12-31411489071
2019 : JONACO MACHINE DEFERRED SAVINGS AND PROFIT SHARING 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$3,280,043
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,432,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,427,439
Value of total corrective distributions2019-12-31$59
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$874,586
Value of total assets at end of year2019-12-31$14,939,166
Value of total assets at beginning of year2019-12-31$16,091,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,364
Total interest from all sources2019-12-31$146,206
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$23,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$23,946
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$590,728
Participant contributions at end of year2019-12-31$376,765
Participant contributions at beginning of year2019-12-31$371,757
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,419
Other income not declared elsewhere2019-12-31$58
Administrative expenses (other) incurred2019-12-31$5,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-1,152,819
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,939,166
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,091,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,435,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,508,460
Value of interest in pooled separate accounts at end of year2019-12-31$7,032,553
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,867,393
Interest on participant loans2019-12-31$19,090
Interest earned on other investments2019-12-31$127,116
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,094,347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,344,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$705,074
Net investment gain/loss from pooled separate accounts2019-12-31$1,530,173
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$280,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,427,439
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 name2019-12-31SMITH, SCHAFER & ASSOCIATES, LTD.
Accountancy firm EIN2019-12-31411489071
2018 : JONACO MACHINE DEFERRED SAVINGS AND PROFIT SHARING 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$310,000
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,705,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,690,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$990,826
Value of total assets at end of year2018-12-31$16,091,985
Value of total assets at beginning of year2018-12-31$17,487,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,170
Total interest from all sources2018-12-31$141,529
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$30,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$30,010
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$571,129
Participant contributions at end of year2018-12-31$371,757
Participant contributions at beginning of year2018-12-31$250,118
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$31,214
Other income not declared elsewhere2018-12-31$-800
Administrative expenses (other) incurred2018-12-31$14,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,395,054
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,091,985
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,487,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,508,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,516,567
Value of interest in pooled separate accounts at end of year2018-12-31$6,867,393
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,379,411
Interest on participant loans2018-12-31$15,107
Interest earned on other investments2018-12-31$126,422
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,344,375
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,340,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-270,798
Net investment gain/loss from pooled separate accounts2018-12-31$-580,767
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$388,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,690,884
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SMITH, SCHAFER & ASSOCIATES, LTD.
Accountancy firm EIN2018-12-31411489071
2017 : JONACO MACHINE DEFERRED SAVINGS AND PROFIT SHARING 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$2,805,887
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,709,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,696,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$903,709
Value of total assets at end of year2017-12-31$17,487,039
Value of total assets at beginning of year2017-12-31$17,390,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,040
Total interest from all sources2017-12-31$140,662
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$21,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$21,891
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$520,726
Participant contributions at end of year2017-12-31$250,118
Participant contributions at beginning of year2017-12-31$279,992
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$26,178
Other income not declared elsewhere2017-12-31$5,000
Administrative expenses (other) incurred2017-12-31$13,040
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$96,327
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,487,039
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,390,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,516,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,207,637
Value of interest in pooled separate accounts at end of year2017-12-31$8,379,411
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,407,738
Interest on participant loans2017-12-31$14,451
Interest earned on other investments2017-12-31$126,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,340,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$7,495,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$541,285
Net investment gain/loss from pooled separate accounts2017-12-31$1,193,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$356,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,696,520
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 name2017-12-31SMITH, SCHAFER & ASSOCIATES, LTD.
Accountancy firm EIN2017-12-31411489071
2016 : JONACO MACHINE DEFERRED SAVINGS AND PROFIT SHARING 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$1,852,299
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$988,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$975,650
Value of total corrective distributions2016-12-31$3,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$938,985
Value of total assets at end of year2016-12-31$17,390,712
Value of total assets at beginning of year2016-12-31$16,526,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,306
Total interest from all sources2016-12-31$154,929
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$24,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$24,394
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$459,496
Participant contributions at end of year2016-12-31$279,992
Participant contributions at beginning of year2016-12-31$342,900
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$81,335
Other income not declared elsewhere2016-12-31$23,367
Administrative expenses (other) incurred2016-12-31$9,306
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$864,245
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,390,712
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,526,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,207,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,936,751
Value of interest in pooled separate accounts at end of year2016-12-31$7,407,738
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,927,984
Interest on participant loans2016-12-31$12,841
Interest earned on other investments2016-12-31$142,088
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$7,495,345
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$7,318,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$103,497
Net investment gain/loss from pooled separate accounts2016-12-31$607,127
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$398,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$975,650
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 name2016-12-31SMITH, SCHAFER & ASSOCIATES, LTD.
Accountancy firm EIN2016-12-31411489071
2015 : JONACO MACHINE DEFERRED SAVINGS AND PROFIT SHARING 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$1,093,241
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,183,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,170,406
Expenses. Certain deemed distributions of participant loans2015-12-31$7
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$868,075
Value of total assets at end of year2015-12-31$16,526,467
Value of total assets at beginning of year2015-12-31$16,616,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,191
Total interest from all sources2015-12-31$148,580
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$23,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$23,060
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$492,656
Participant contributions at end of year2015-12-31$342,900
Participant contributions at beginning of year2015-12-31$332,998
Other income not declared elsewhere2015-12-31$19,089
Administrative expenses (other) incurred2015-12-31$13,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-90,363
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,526,467
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,616,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,936,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,800,490
Value of interest in pooled separate accounts at end of year2015-12-31$6,927,984
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,407,922
Interest on participant loans2015-12-31$14,206
Interest earned on other investments2015-12-31$134,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$7,318,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$6,075,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-14,298
Net investment gain/loss from pooled separate accounts2015-12-31$48,735
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$375,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,170,406
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 name2015-12-31BLANSKI PETER KRONLAGE & ZOCH , P.A
Accountancy firm EIN2015-12-31411735076
2014 : JONACO MACHINE DEFERRED SAVINGS AND PROFIT SHARING 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$1,543,479
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$448,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$436,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$765,563
Value of total assets at end of year2014-12-31$16,616,830
Value of total assets at beginning of year2014-12-31$15,522,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,609
Total interest from all sources2014-12-31$130,424
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$16,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$16,406
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$490,427
Participant contributions at end of year2014-12-31$332,998
Participant contributions at beginning of year2014-12-31$258,026
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$7,812
Other income not declared elsewhere2014-12-31$4,762
Administrative expenses (other) incurred2014-12-31$12,609
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$1,094,693
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,616,830
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,522,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,800,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,721,416
Value of interest in pooled separate accounts at end of year2014-12-31$8,407,922
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,064,796
Interest on participant loans2014-12-31$10,914
Interest earned on other investments2014-12-31$119,510
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$6,075,420
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,477,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$114,603
Net investment gain/loss from pooled separate accounts2014-12-31$511,721
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$267,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$436,177
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 name2014-12-31BLANSKI PETER KRONLAGE & ZOCH , P.A
Accountancy firm EIN2014-12-31411735076
2013 : JONACO MACHINE DEFERRED SAVINGS AND PROFIT SHARING 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$2,647,470
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$475,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$472,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$537,870
Value of total assets at end of year2013-12-31$15,522,137
Value of total assets at beginning of year2013-12-31$13,349,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,446
Total interest from all sources2013-12-31$132,430
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$14,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$14,206
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$438,140
Participant contributions at end of year2013-12-31$258,026
Participant contributions at beginning of year2013-12-31$378,611
Participant contributions at beginning of year2013-12-31$20,594
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$25,853
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$4,625
Other income not declared elsewhere2013-12-31$4,233
Administrative expenses (other) incurred2013-12-31$2,446
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$2,172,426
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,522,137
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,349,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,721,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,348,413
Value of interest in pooled separate accounts at end of year2013-12-31$8,064,796
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,571,677
Interest on participant loans2013-12-31$16,136
Interest earned on other investments2013-12-31$116,294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,477,899
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,821,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$367,681
Net investment gain/loss from pooled separate accounts2013-12-31$1,591,050
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$73,877
Employer contributions (assets) at beginning of year2013-12-31$203,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$472,598
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 name2013-12-31BLANSKI PETER KRONLAGE & ZOCH, P.A.
Accountancy firm EIN2013-12-31411735076
2012 : JONACO MACHINE DEFERRED SAVINGS AND PROFIT SHARING 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$1,947,247
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,347,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,321,963
Expenses. Certain deemed distributions of participant loans2012-12-31$16,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$748,637
Value of total assets at end of year2012-12-31$13,349,711
Value of total assets at beginning of year2012-12-31$12,750,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,776
Total interest from all sources2012-12-31$15,746
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$16,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$16,189
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$443,444
Participant contributions at end of year2012-12-31$378,611
Participant contributions at beginning of year2012-12-31$333,576
Participant contributions at end of year2012-12-31$20,594
Participant contributions at beginning of year2012-12-31$7,771
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$43,196
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$4,625
Administrative expenses (other) incurred2012-12-31$1,761
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$599,556
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,349,711
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,750,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$270
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,348,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,218,876
Value of interest in pooled separate accounts at end of year2012-12-31$6,571,677
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,090,832
Interest on participant loans2012-12-31$15,746
Value of interest in common/collective trusts at end of year2012-12-31$4,821,889
Value of interest in common/collective trusts at beginning of year2012-12-31$4,929,335
Net investment gain/loss from pooled separate accounts2012-12-31$172,426
Net investment gain or loss from common/collective trusts2012-12-31$994,249
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$261,997
Employer contributions (assets) at end of year2012-12-31$203,902
Employer contributions (assets) at beginning of year2012-12-31$169,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,321,963
Contract administrator fees2012-12-31$6,745
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 name2012-12-31BLANSKI PETER KRONLAGE & ZOCH, P.A.
Accountancy firm EIN2012-12-31411735076

Form 5500 Responses for JONACO MACHINE DEFERRED SAVINGS AND PROFIT SHARING PLAN

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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number012453
Policy instance 1
Insurance contract or identification number012453
Number of Individuals Covered170
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 $12,000
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12000
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number012453
Policy instance 1
Insurance contract or identification number012453
Number of Individuals Covered167
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 $12,000
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12000
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number012453
Policy instance 1
Insurance contract or identification number012453
Number of Individuals Covered156
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,000
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12000
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number012453
Policy instance 1
Insurance contract or identification number012453
Number of Individuals Covered181
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,000
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12000
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number012453
Policy instance 1
Insurance contract or identification number012453
Number of Individuals Covered164
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,000
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12000
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number012453
Policy instance 1
Insurance contract or identification number012453
Number of Individuals Covered142
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,000
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10000
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker namePRINCIPAL SECURITIES, INC.
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number12453
Policy instance 1
Insurance contract or identification number12453
Number of Individuals Covered142
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,000
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12000
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker namePREFERRED PRODUCT NETWORK
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number12453
Policy instance 1
Insurance contract or identification number12453
Number of Individuals Covered141
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $32,260
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees32260
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker namePREFERRED PRODUCT NETWORK
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number12453
Policy instance 1
Insurance contract or identification number12453
Number of Individuals Covered139
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $28,796
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees28796
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker namePREFERRED PRODUCT NETWORK
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number12453-003
Policy instance 1
Insurance contract or identification number12453-003
Number of Individuals Covered156
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $30,397
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees30397
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker namePREFERRED PRODUCT NETWORK

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3