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BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameBOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN
Plan identification number 001

BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

BOBCAT ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name:BOBCAT ENTERPRISES, INC.
Employer identification number (EIN):310860716
NAIC Classification:423800

Additional information about BOBCAT ENTERPRISES, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1975-04-07
Company Identification Number: 465202
Legal Registered Office Address: 888 MAPLE RIDGE CT
-
FAIRFIELD
United States of America (USA)
45014

More information about BOBCAT ENTERPRISES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SUSAN CLAUSEN
0012016-01-01SUSAN CLAUSEN
0012015-01-01SUSAN CLAUSEN
0012014-01-01SUSAN CLAUSEN
0012013-01-01SUSAN CLAUSEN
0012012-01-01SUSAN CLAUSEN
0012011-01-01SUSAN CLAUSEN
0012009-01-01SUSAN CLAUSEN

Plan Statistics for BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022: BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01193
Total number of active participants reported on line 7a of the Form 55002022-01-01119
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0155
Total of all active and inactive participants2022-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01174
Number of participants with account balances2022-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0128
2021: BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01189
Total number of active participants reported on line 7a of the Form 55002021-01-01126
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0167
Total of all active and inactive participants2021-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01193
Number of participants with account balances2021-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01189
Total number of active participants reported on line 7a of the Form 55002020-01-01130
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0159
Total of all active and inactive participants2020-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01189
Number of participants with account balances2020-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0116
2019: BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01167
Total number of active participants reported on line 7a of the Form 55002019-01-01131
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0155
Total of all active and inactive participants2019-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01186
Number of participants with account balances2019-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01158
Total number of active participants reported on line 7a of the Form 55002018-01-01117
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0145
Total of all active and inactive participants2018-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01162
Number of participants with account balances2018-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01148
Total number of active participants reported on line 7a of the Form 55002017-01-01121
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0135
Total of all active and inactive participants2017-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01156
Number of participants with account balances2017-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01141
Total number of active participants reported on line 7a of the Form 55002016-01-01117
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0128
Total of all active and inactive participants2016-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01145
Number of participants with account balances2016-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01130
Total number of active participants reported on line 7a of the Form 55002015-01-01117
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0124
Total of all active and inactive participants2015-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01141
Number of participants with account balances2015-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01131
Total number of active participants reported on line 7a of the Form 55002014-01-01107
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0123
Total of all active and inactive participants2014-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01130
Number of participants with account balances2014-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01119
Total number of active participants reported on line 7a of the Form 55002013-01-01105
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0124
Total of all active and inactive participants2013-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01129
Number of participants with account balances2013-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01120
Total number of active participants reported on line 7a of the Form 55002012-01-01100
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01118
Number of participants with account balances2012-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01123
Total number of active participants reported on line 7a of the Form 55002011-01-0199
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0119
Total of all active and inactive participants2011-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01118
Number of participants with account balances2011-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01151
Total number of active participants reported on line 7a of the Form 55002009-01-01122
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01143
Number of participants with account balances2009-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022 : BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-1,877,789
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$391,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$385,511
Expenses. Certain deemed distributions of participant loans2022-12-31$-2,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$637,677
Value of total assets at end of year2022-12-31$11,211,988
Value of total assets at beginning of year2022-12-31$13,480,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,108
Total interest from all sources2022-12-31$32,072
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$547,388
Participant contributions at end of year2022-12-31$269,184
Participant contributions at beginning of year2022-12-31$379,935
Administrative expenses (other) incurred2022-12-31$8,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,268,944
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,211,988
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,480,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$9,987,872
Value of interest in pooled separate accounts at beginning of year2022-12-31$12,393,259
Interest on participant loans2022-12-31$15,985
Interest earned on other investments2022-12-31$16,087
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$954,932
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$702,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,547,538
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$90,289
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$5,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$385,511
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 name2022-12-31ECONOMOU AND FLOOD
Accountancy firm EIN2022-12-31311120201
2021 : BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT 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$2,687,351
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,979,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,973,152
Expenses. Certain deemed distributions of participant loans2021-12-31$-17,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$628,838
Value of total assets at end of year2021-12-31$13,480,932
Value of total assets at beginning of year2021-12-31$12,773,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$24,303
Total interest from all sources2021-12-31$43,144
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$534,090
Participant contributions at end of year2021-12-31$379,935
Participant contributions at beginning of year2021-12-31$349,941
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$21,424
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,265
Administrative expenses (other) incurred2021-12-31$24,303
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$707,459
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,480,932
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,773,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$12,393,259
Value of interest in pooled separate accounts at beginning of year2021-12-31$11,685,717
Interest on participant loans2021-12-31$22,949
Interest earned on other investments2021-12-31$20,195
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$702,728
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$712,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,015,369
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$88,483
Employer contributions (assets) at end of year2021-12-31$5,010
Employer contributions (assets) at beginning of year2021-12-31$3,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,973,152
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 name2021-12-31ECONOMOU AND FLOOD
Accountancy firm EIN2021-12-31311120201
2020 : BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT 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$2,587,244
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$506,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$476,558
Expenses. Certain deemed distributions of participant loans2020-12-31$25,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$707,739
Value of total assets at end of year2020-12-31$12,773,473
Value of total assets at beginning of year2020-12-31$10,692,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,223
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$33,916
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
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$563,389
Participant contributions at end of year2020-12-31$349,941
Participant contributions at beginning of year2020-12-31$410,193
Participant contributions at end of year2020-12-31$21,424
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$55,694
Administrative expenses (other) incurred2020-12-31$4,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$2,080,541
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,773,473
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,692,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$11,685,717
Value of interest in pooled separate accounts at beginning of year2020-12-31$9,793,794
Interest on participant loans2020-12-31$22,776
Interest earned on other investments2020-12-31$11,140
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$712,945
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$488,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,845,589
Net investment gain or loss from common/collective trusts2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$88,656
Employer contributions (assets) at end of year2020-12-31$3,446
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$476,558
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ECONOMOU AND FLOOD
Accountancy firm EIN2020-12-31311120201
2019 : BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,553,762
Total income from all sources (including contributions)2019-12-31$2,553,762
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$280,520
Total of all expenses incurred2019-12-31$280,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$252,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$252,515
Expenses. Certain deemed distributions of participant loans2019-12-31$5,880
Expenses. Certain deemed distributions of participant loans2019-12-31$5,880
Value of total corrective distributions2019-12-31$2,299
Value of total corrective distributions2019-12-31$2,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$617,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$617,959
Value of total assets at end of year2019-12-31$10,692,932
Value of total assets at end of year2019-12-31$10,692,932
Value of total assets at beginning of year2019-12-31$8,419,690
Value of total assets at beginning of year2019-12-31$8,419,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$19,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$19,826
Total interest from all sources2019-12-31$41,701
Total interest from all sources2019-12-31$41,701
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$534,351
Contributions received from participants2019-12-31$534,351
Participant contributions at end of year2019-12-31$410,193
Participant contributions at end of year2019-12-31$410,193
Participant contributions at beginning of year2019-12-31$290,575
Participant contributions at beginning of year2019-12-31$290,575
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$8,886
Other income not declared elsewhere2019-12-31$8,886
Administrative expenses (other) incurred2019-12-31$19,826
Administrative expenses (other) incurred2019-12-31$19,826
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,273,242
Value of net income/loss2019-12-31$2,273,242
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,692,932
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,692,932
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,419,690
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,419,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$9,793,794
Value of interest in pooled separate accounts at end of year2019-12-31$9,793,794
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,612,612
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,612,612
Interest on participant loans2019-12-31$17,513
Interest on participant loans2019-12-31$17,513
Interest earned on other investments2019-12-31$24,188
Interest earned on other investments2019-12-31$24,188
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$488,945
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$488,945
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$516,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$516,503
Net investment gain/loss from pooled separate accounts2019-12-31$1,885,216
Net investment gain/loss from pooled separate accounts2019-12-31$1,885,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$83,608
Contributions received in cash from employer2019-12-31$83,608
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$252,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$252,515
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ECONOMOU AND FLOOD
Accountancy firm name2019-12-31ECONOMOU AND FLOOD
Accountancy firm EIN2019-12-31311120201
Accountancy firm EIN2019-12-31311120201
2018 : BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$64,361
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$328,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$312,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$592,333
Value of total assets at end of year2018-12-31$8,419,690
Value of total assets at beginning of year2018-12-31$8,683,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,946
Total interest from all sources2018-12-31$25,228
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$495,207
Participant contributions at end of year2018-12-31$290,575
Participant contributions at beginning of year2018-12-31$313,077
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$20,676
Other income not declared elsewhere2018-12-31$15,694
Administrative expenses (other) incurred2018-12-31$15,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-263,937
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,419,690
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,683,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$7,612,612
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,895,473
Interest on participant loans2018-12-31$15,656
Interest earned on other investments2018-12-31$9,572
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$516,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$475,077
Net investment gain/loss from pooled separate accounts2018-12-31$-568,894
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$76,450
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$312,352
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 name2018-12-31ECONOMOU AND FLOOD
Accountancy firm EIN2018-12-31311120201
2017 : BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,796,919
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$172,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$144,365
Expenses. Certain deemed distributions of participant loans2017-12-31$7,452
Value of total corrective distributions2017-12-31$13,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$540,431
Value of total assets at end of year2017-12-31$8,683,627
Value of total assets at beginning of year2017-12-31$7,059,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,861
Total interest from all sources2017-12-31$15,446
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$467,662
Participant contributions at end of year2017-12-31$313,077
Participant contributions at beginning of year2017-12-31$235,757
Other income not declared elsewhere2017-12-31$18,293
Administrative expenses (other) incurred2017-12-31$6,861
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,624,310
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,683,627
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,059,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$7,895,473
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,407,630
Interest on participant loans2017-12-31$11,087
Interest earned on other investments2017-12-31$4,359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$475,077
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$406,132
Net investment gain/loss from pooled separate accounts2017-12-31$1,222,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$72,769
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$9,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$144,365
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 name2017-12-31ECONOMOU AND FLOOD
Accountancy firm EIN2017-12-31311120201
2016 : BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$991,472
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$650,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$637,295
Expenses. Certain deemed distributions of participant loans2016-12-31$1,091
Value of total corrective distributions2016-12-31$6,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$501,421
Value of total assets at end of year2016-12-31$7,059,317
Value of total assets at beginning of year2016-12-31$6,718,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,852
Total interest from all sources2016-12-31$14,424
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$422,826
Participant contributions at end of year2016-12-31$235,757
Participant contributions at beginning of year2016-12-31$237,501
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$59
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$5,852
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$340,674
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,059,317
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,718,643
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$6,407,630
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,992,511
Interest on participant loans2016-12-31$9,953
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$4,471
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$406,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$488,557
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$475,627
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$78,595
Employer contributions (assets) at end of year2016-12-31$9,798
Employer contributions (assets) at beginning of year2016-12-31$15
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$637,295
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
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 name2016-12-31ECONOMOU AND FLOOD
Accountancy firm EIN2016-12-31311120201
2015 : BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$492,832
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$414,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$399,654
Value of total corrective distributions2015-12-31$9,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$455,749
Value of total assets at end of year2015-12-31$6,718,643
Value of total assets at beginning of year2015-12-31$6,640,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,182
Total interest from all sources2015-12-31$14,994
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$62,617
Participant contributions at end of year2015-12-31$237,501
Participant contributions at beginning of year2015-12-31$239,005
Participant contributions at end of year2015-12-31$59
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,949
Administrative expenses (other) incurred2015-12-31$5,182
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$78,333
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,718,643
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,640,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$5,992,511
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,608,594
Interest on participant loans2015-12-31$9,753
Interest earned on other investments2015-12-31$5,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$488,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$792,711
Net investment gain/loss from pooled separate accounts2015-12-31$22,089
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$390,183
Employer contributions (assets) at end of year2015-12-31$15
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$399,654
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 name2015-12-31ECONOMOU AND FLOOD
Accountancy firm EIN2015-12-31311120201
2014 : BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT 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$812,356
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$681,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$646,391
Value of total corrective distributions2014-12-31$28,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$391,227
Value of total assets at end of year2014-12-31$6,640,310
Value of total assets at beginning of year2014-12-31$6,509,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,422
Total interest from all sources2014-12-31$17,841
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$335,487
Participant contributions at end of year2014-12-31$239,005
Participant contributions at beginning of year2014-12-31$210,232
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,505
Administrative expenses (other) incurred2014-12-31$6,422
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$130,657
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,640,310
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,509,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$5,608,594
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,480,580
Interest on participant loans2014-12-31$9,106
Interest earned on other investments2014-12-31$8,735
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$792,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$818,841
Net investment gain/loss from pooled separate accounts2014-12-31$403,288
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$52,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$646,391
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 name2014-12-31ECONOMOU AND FLOOD
Accountancy firm EIN2014-12-31311120201
2013 : BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,593,810
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$173,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$153,931
Expenses. Certain deemed distributions of participant loans2013-12-31$15,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$418,222
Value of total assets at end of year2013-12-31$6,509,653
Value of total assets at beginning of year2013-12-31$5,089,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,685
Total interest from all sources2013-12-31$16,419
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$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$337,351
Participant contributions at end of year2013-12-31$210,232
Participant contributions at beginning of year2013-12-31$220,753
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$30,076
Administrative expenses (other) incurred2013-12-31$3,685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,420,469
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,509,653
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,089,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$5,480,580
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,123,837
Interest on participant loans2013-12-31$8,670
Interest earned on other investments2013-12-31$7,749
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$818,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$744,594
Net investment gain/loss from pooled separate accounts2013-12-31$1,159,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$50,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$153,931
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 name2013-12-31ECONOMOU AND FLOOD
Accountancy firm EIN2013-12-31311120201
2012 : BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT 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$882,181
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$634,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$616,463
Expenses. Certain deemed distributions of participant loans2012-12-31$12,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$370,907
Value of total assets at end of year2012-12-31$5,089,184
Value of total assets at beginning of year2012-12-31$4,841,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,910
Total interest from all sources2012-12-31$18,075
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$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$322,305
Participant contributions at end of year2012-12-31$220,753
Participant contributions at beginning of year2012-12-31$254,170
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$40
Administrative expenses (other) incurred2012-12-31$4,910
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$248,017
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,089,184
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,841,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$4,123,837
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,824,265
Interest on participant loans2012-12-31$8,460
Interest earned on other investments2012-12-31$9,615
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$744,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$762,677
Net investment gain/loss from pooled separate accounts2012-12-31$493,199
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$48,602
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$15
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$616,463
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 name2012-12-31ECONOMOU AND FLOOD
Accountancy firm EIN2012-12-31311120201
2011 : BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$370,432
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$214,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$184,810
Value of total corrective distributions2011-12-31$22,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$393,048
Value of total assets at end of year2011-12-31$4,841,167
Value of total assets at beginning of year2011-12-31$4,684,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,530
Total interest from all sources2011-12-31$23,934
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$297,148
Participant contributions at end of year2011-12-31$254,170
Participant contributions at beginning of year2011-12-31$247,842
Participant contributions at end of year2011-12-31$40
Participant contributions at beginning of year2011-12-31$11,326
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$49,916
Administrative expenses (other) incurred2011-12-31$6,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$156,266
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,841,167
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,684,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$3,824,265
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,744,757
Interest on participant loans2011-12-31$8,535
Interest earned on other investments2011-12-31$15,399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$762,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$679,172
Net investment gain/loss from pooled separate accounts2011-12-31$-46,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$45,984
Employer contributions (assets) at end of year2011-12-31$15
Employer contributions (assets) at beginning of year2011-12-31$1,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$184,810
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ECONOMOU AND FLOOD
Accountancy firm EIN2011-12-31311120201
2010 : BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$840,233
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$670,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$634,614
Value of total corrective distributions2010-12-31$28,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$301,240
Value of total assets at end of year2010-12-31$4,684,901
Value of total assets at beginning of year2010-12-31$4,514,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,598
Total interest from all sources2010-12-31$27,017
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$261,533
Participant contributions at end of year2010-12-31$247,842
Participant contributions at beginning of year2010-12-31$225,849
Participant contributions at end of year2010-12-31$11,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$170,056
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,684,901
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,514,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$3,744,757
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,517,084
Interest on participant loans2010-12-31$8,533
Interest earned on other investments2010-12-31$18,484
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$679,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$771,912
Net investment gain/loss from pooled separate accounts2010-12-31$511,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$39,707
Employer contributions (assets) at end of year2010-12-31$1,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$634,614
Contract administrator fees2010-12-31$6,598
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ECONOMOU AND FLOOD
Accountancy firm EIN2010-12-31311120201
2009 : BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN

2022: BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final 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: BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT 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: BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT 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: BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81C298
Policy instance 1
Insurance contract or identification number81C298
Number of Individuals Covered168
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $28,582
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,582
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81C298
Policy instance 1
Insurance contract or identification number81C298
Number of Individuals Covered186
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $33,482
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,482
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81C298
Policy instance 1
Insurance contract or identification number81C298
Number of Individuals Covered181
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $25,644
Total amount of fees paid to insurance companyUSD $5,022
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,644
Insurance broker organization code?3
Amount paid for insurance broker fees5022
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81C298
Policy instance 2
Insurance contract or identification number81C298
Number of Individuals Covered178
Insurance policy start date2019-04-22
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $18,099
Total amount of fees paid to insurance companyUSD $2,781
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,099
Insurance broker organization code?3
Amount paid for insurance broker fees2781
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875060
Policy instance 1
Insurance contract or identification number875060
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-04-22
Total amount of commissions paid to insurance brokerUSD $5,424
Total amount of fees paid to insurance companyUSD $1,799
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,424
Insurance broker organization code?3
Amount paid for insurance broker fees1799
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875060
Policy instance 1
Insurance contract or identification number875060
Number of Individuals Covered157
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $21,628
Total amount of fees paid to insurance companyUSD $4,295
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,421
Insurance broker organization code?3
Amount paid for insurance broker fees4295
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875060
Policy instance 1
Insurance contract or identification number875060
Number of Individuals Covered152
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $18,948
Total amount of fees paid to insurance companyUSD $3,657
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,948
Insurance broker organization code?3
Amount paid for insurance broker fees3657
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameCREATIVE RETIREMENT SYSTEMS, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875060
Policy instance 1
Insurance contract or identification number875060
Number of Individuals Covered134
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $16,091
Total amount of fees paid to insurance companyUSD $3,198
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
Commission paid to Insurance BrokerUSD $16,091
Insurance broker organization code?3
Amount paid for insurance broker fees3198
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameCREATIVE RETIREMENT SYSTEMS, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875060
Policy instance 1
Insurance contract or identification number875060
Number of Individuals Covered120
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $15,843
Total amount of fees paid to insurance companyUSD $3,145
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
Commission paid to Insurance BrokerUSD $15,843
Insurance broker organization code?3
Amount paid for insurance broker fees3145
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameCREATIVE RETIREMENT SYSTEMS, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875060
Policy instance 1
Insurance contract or identification number875060
Number of Individuals Covered121
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $13,716
Total amount of fees paid to insurance companyUSD $2,637
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
Commission paid to Insurance BrokerUSD $13,716
Insurance broker organization code?3
Amount paid for insurance broker fees2637
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameCREATIVE RETIREMENT SYSTEMS, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875060
Policy instance 1
Insurance contract or identification number875060
Number of Individuals Covered109
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,333
Total amount of fees paid to insurance companyUSD $5,541
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 fees5541
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM AND TPA ALLIANCE PROGRAM
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $4,925
Other welfare benefits providedACCIDENT, CRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $23,521
Insurance broker nameCETERA ADVISORS LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875060
Policy instance 2
Insurance contract or identification number875060
Number of Individuals Covered107
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $22,306
Total amount of fees paid to insurance companyUSD $11,202
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801222
Policy instance 1
Insurance contract or identification number801222
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $14,819
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801222
Policy instance 1
Insurance contract or identification number801222
Number of Individuals Covered125
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $21,939
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,939
Insurance broker organization code?3
Insurance broker nameMFSC INSURANCE AGENCY OF OHIO INC

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