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ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP 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.
  • Stock bonus
  • 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.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

ACCURATE ELECTRIC CONSTRUCTION, INC. has sponsored the creation of one or more 401k plans.

Company Name:ACCURATE ELECTRIC CONSTRUCTION, INC.
Employer identification number (EIN):311074579
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01SHERYL TOLLER ROBERT BEAL2018-10-11
0022016-01-01SHERYL TOLLER ROBERT BEAL2017-10-11
0022015-01-01SHERYL TOLLER ROBERT BEAL2016-10-14
0022014-01-01SHERYL TOLLER ROBERT BEAL2015-10-14
0022013-01-01NICK WILHOIT ROBERT BEAL2014-10-15
0022012-01-01ROBERT BEAL
0022011-01-01ROBERT BEAL ROBERT BEAL2012-12-09
0022009-01-01ROBERT BEAL

Plan Statistics for ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01234
Total number of active participants reported on line 7a of the Form 55002022-01-0175
Number of retired or separated participants receiving benefits2022-01-0152
Number of other retired or separated participants entitled to future benefits2022-01-0122
Total of all active and inactive participants2022-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01151
Number of participants with account balances2022-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01238
Total number of active participants reported on line 7a of the Form 55002021-01-0188
Number of retired or separated participants receiving benefits2021-01-01106
Number of other retired or separated participants entitled to future benefits2021-01-0135
Total of all active and inactive participants2021-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01230
Number of participants with account balances2021-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01225
Total number of active participants reported on line 7a of the Form 55002020-01-0199
Number of retired or separated participants receiving benefits2020-01-0199
Number of other retired or separated participants entitled to future benefits2020-01-0123
Total of all active and inactive participants2020-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01222
Number of participants with account balances2020-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01233
Total number of active participants reported on line 7a of the Form 55002019-01-0198
Number of retired or separated participants receiving benefits2019-01-0189
Number of other retired or separated participants entitled to future benefits2019-01-0129
Total of all active and inactive participants2019-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01217
Number of participants with account balances2019-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01210
Total number of active participants reported on line 7a of the Form 55002018-01-0193
Number of retired or separated participants receiving benefits2018-01-0169
Number of other retired or separated participants entitled to future benefits2018-01-0154
Total of all active and inactive participants2018-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01217
Number of participants with account balances2018-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01231
Total number of active participants reported on line 7a of the Form 55002017-01-0196
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01106
Total of all active and inactive participants2017-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01203
Number of participants with account balances2017-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01208
Total number of active participants reported on line 7a of the Form 55002016-01-01101
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01122
Total of all active and inactive participants2016-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01224
Number of participants with account balances2016-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01293
Total number of active participants reported on line 7a of the Form 55002015-01-0196
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01106
Total of all active and inactive participants2015-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01204
Number of participants with account balances2015-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01270
Total number of active participants reported on line 7a of the Form 55002014-01-0192
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01187
Total of all active and inactive participants2014-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01280
Number of participants with account balances2014-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01271
Total number of active participants reported on line 7a of the Form 55002013-01-0188
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01178
Total of all active and inactive participants2013-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01266
Number of participants with account balances2013-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01213
Total number of active participants reported on line 7a of the Form 55002012-01-01166
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01104
Total of all active and inactive participants2012-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01271
Number of participants with account balances2012-01-01271
2011: ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01144
Total number of active participants reported on line 7a of the Form 55002011-01-01152
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0160
Total of all active and inactive participants2011-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01213
Number of participants with account balances2011-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0198
Total number of active participants reported on line 7a of the Form 55002009-01-01105
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01117
Number of participants with account balances2009-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$62,056
Total unrealized appreciation/depreciation of assets2022-12-31$62,056
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$24,487
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$16,901
Total income from all sources (including contributions)2022-12-31$86,036
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$802,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$760,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$485,719
Value of total assets at end of year2022-12-31$4,813,328
Value of total assets at beginning of year2022-12-31$5,521,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$42,155
Total interest from all sources2022-12-31$5,416
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
Administrative expenses professional fees incurred2022-12-31$42,155
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$560,723
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$134,672
Participant contributions at end of year2022-12-31$178
Participant contributions at beginning of year2022-12-31$178
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$8,720
Total non interest bearing cash at end of year2022-12-31$55,253
Total non interest bearing cash at beginning of year2022-12-31$25,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-716,134
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,788,841
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,504,975
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$1,819,421
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,424,522
Value of interest in common/collective trusts at end of year2022-12-31$295,764
Value of interest in common/collective trusts at beginning of year2022-12-31$425,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$231,514
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$32,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$32,164
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$5,416
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$325,549
Net investment gain/loss from pooled separate accounts2022-12-31$-467,155
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
Assets. Invements in employer securities at end of year2022-12-31$2,109,870
Assets. Invements in employer securities at beginning of year2022-12-31$2,047,815
Contributions received in cash from employer2022-12-31$342,327
Employer contributions (assets) at end of year2022-12-31$301,328
Employer contributions (assets) at beginning of year2022-12-31$241,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$760,015
Liabilities. Value of benefit claims payable at end of year2022-12-31$24,487
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$16,901
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 name2022-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2022-12-31341310124
2021 : ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$168,435
Total unrealized appreciation/depreciation of assets2021-12-31$168,435
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$16,901
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$11,968
Total income from all sources (including contributions)2021-12-31$988,469
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$793,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$717,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$400,593
Value of total assets at end of year2021-12-31$5,521,876
Value of total assets at beginning of year2021-12-31$5,321,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$75,848
Total interest from all sources2021-12-31$-3,201
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
Administrative expenses professional fees incurred2021-12-31$75,848
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$560,723
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$120,306
Participant contributions at end of year2021-12-31$178
Participant contributions at beginning of year2021-12-31$1,166
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$2,314
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,896
Total non interest bearing cash at end of year2021-12-31$25,496
Total non interest bearing cash at beginning of year2021-12-31$69,731
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$195,184
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,504,975
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,309,791
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$2,424,522
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,143,474
Interest on participant loans2021-12-31$27
Value of interest in common/collective trusts at end of year2021-12-31$425,151
Value of interest in common/collective trusts at beginning of year2021-12-31$383,117
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$32,164
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$737,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$737,532
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$-3,228
Asset value of US Government securities at end of year2021-12-31$325,549
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$422,642
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
Assets. Invements in employer securities at end of year2021-12-31$2,047,815
Assets. Invements in employer securities at beginning of year2021-12-31$1,879,380
Contributions received in cash from employer2021-12-31$276,391
Employer contributions (assets) at end of year2021-12-31$241,001
Employer contributions (assets) at beginning of year2021-12-31$105,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$717,437
Liabilities. Value of benefit claims payable at end of year2021-12-31$16,901
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$11,968
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 name2021-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2021-12-31341310124
2020 : ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,152,450
Total unrealized appreciation/depreciation of assets2020-12-31$1,152,450
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$11,968
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$37,994
Total income from all sources (including contributions)2020-12-31$1,709,629
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$832,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$765,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$220,610
Value of total assets at end of year2020-12-31$5,321,759
Value of total assets at beginning of year2020-12-31$4,470,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$66,837
Total interest from all sources2020-12-31$6,154
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
Administrative expenses professional fees incurred2020-12-31$66,837
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$560,723
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$109,402
Participant contributions at end of year2020-12-31$1,166
Participant contributions at beginning of year2020-12-31$2,667
Participant contributions at end of year2020-12-31$2,314
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$18,282
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$37,994
Total non interest bearing cash at end of year2020-12-31$69,731
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$877,360
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,309,791
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,432,431
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$2,143,474
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,495,032
Interest on participant loans2020-12-31$157
Value of interest in common/collective trusts at end of year2020-12-31$383,117
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$737,532
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$840,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$840,940
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$5,997
Net investment gain/loss from pooled separate accounts2020-12-31$330,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$1,879,380
Assets. Invements in employer securities at beginning of year2020-12-31$726,930
Contributions received in cash from employer2020-12-31$92,926
Employer contributions (assets) at end of year2020-12-31$105,045
Employer contributions (assets) at beginning of year2020-12-31$404,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$765,432
Liabilities. Value of benefit claims payable at end of year2020-12-31$11,968
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2020-12-31341310124
2019 : ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP 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$37,994
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$37,994
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$348,107
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$348,107
Total income from all sources (including contributions)2019-12-31$985,077
Total income from all sources (including contributions)2019-12-31$985,077
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,040,243
Total of all expenses incurred2019-12-31$1,040,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$979,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$979,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$486,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$486,506
Value of total assets at end of year2019-12-31$4,470,425
Value of total assets at end of year2019-12-31$4,470,425
Value of total assets at beginning of year2019-12-31$4,835,704
Value of total assets at beginning of year2019-12-31$4,835,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,175
Total interest from all sources2019-12-31$18,159
Total interest from all sources2019-12-31$18,159
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
Administrative expenses professional fees incurred2019-12-31$61,175
Administrative expenses professional fees incurred2019-12-31$61,175
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$560,723
Value of fidelity bond cover2019-12-31$560,723
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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$95,848
Contributions received from participants2019-12-31$95,848
Participant contributions at end of year2019-12-31$2,667
Participant contributions at end of year2019-12-31$2,667
Participant contributions at beginning of year2019-12-31$4,123
Participant contributions at beginning of year2019-12-31$4,123
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$37,994
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$37,994
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$10,957
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$10,957
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-55,166
Value of net income/loss2019-12-31$-55,166
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,432,431
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,432,431
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,487,597
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,487,597
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$2,495,032
Value of interest in pooled separate accounts at end of year2019-12-31$2,495,032
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,546,379
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,546,379
Interest on participant loans2019-12-31$317
Interest on participant loans2019-12-31$317
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$840,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$840,940
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,241,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,241,571
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,241,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,241,571
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$17,842
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$17,842
Net investment gain/loss from pooled separate accounts2019-12-31$480,412
Net investment gain/loss from pooled separate accounts2019-12-31$480,412
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
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
Assets. Invements in employer securities at end of year2019-12-31$726,930
Assets. Invements in employer securities at end of year2019-12-31$726,930
Assets. Invements in employer securities at beginning of year2019-12-31$726,930
Assets. Invements in employer securities at beginning of year2019-12-31$726,930
Contributions received in cash from employer2019-12-31$390,658
Contributions received in cash from employer2019-12-31$390,658
Employer contributions (assets) at end of year2019-12-31$404,856
Employer contributions (assets) at end of year2019-12-31$404,856
Employer contributions (assets) at beginning of year2019-12-31$316,701
Employer contributions (assets) at beginning of year2019-12-31$316,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$979,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$979,068
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
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$337,150
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$337,150
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31REA & ASSOCIATES, INC.
Accountancy firm name2019-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2019-12-31341310124
Accountancy firm EIN2019-12-31341310124
2018 : ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-35,460
Total unrealized appreciation/depreciation of assets2018-12-31$-35,460
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$348,107
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$707,373
Expenses. Interest paid2018-12-31$10,956
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$10,956
Total income from all sources (including contributions)2018-12-31$366,149
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$453,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$372,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$505,486
Value of total assets at end of year2018-12-31$4,835,704
Value of total assets at beginning of year2018-12-31$5,282,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$69,521
Total interest from all sources2018-12-31$18,778
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
Administrative expenses professional fees incurred2018-12-31$69,521
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$560,723
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$84,347
Participant contributions at end of year2018-12-31$4,123
Participant contributions at beginning of year2018-12-31$5,518
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,386
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$10,957
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$22,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-87,250
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,487,597
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,574,847
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$2,546,379
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,676,626
Interest on participant loans2018-12-31$476
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,241,571
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,476,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,476,667
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$18,302
Net investment gain/loss from pooled separate accounts2018-12-31$-122,655
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
Assets. Invements in employer securities at end of year2018-12-31$726,930
Assets. Invements in employer securities at beginning of year2018-12-31$762,390
Contributions received in cash from employer2018-12-31$418,753
Employer contributions (assets) at end of year2018-12-31$316,701
Employer contributions (assets) at beginning of year2018-12-31$361,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$372,922
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
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$337,150
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$685,107
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 name2018-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2018-12-31341310124
2017 : ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$53,190
Total unrealized appreciation/depreciation of assets2017-12-31$53,190
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$707,373
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,055,330
Expenses. Interest paid2017-12-31$22,266
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$22,266
Total income from all sources (including contributions)2017-12-31$887,865
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$569,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$480,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$473,562
Value of total assets at end of year2017-12-31$5,282,220
Value of total assets at beginning of year2017-12-31$5,311,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$66,892
Total interest from all sources2017-12-31$2,163
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$66,892
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$560,723
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$77,332
Participant contributions at end of year2017-12-31$5,518
Participant contributions at beginning of year2017-12-31$6,755
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$24,555
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$22,266
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$33,307
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$318,289
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,574,847
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,256,558
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$2,676,626
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,686,974
Interest on participant loans2017-12-31$598
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,476,667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,521,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,521,254
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,565
Net investment gain/loss from pooled separate accounts2017-12-31$358,950
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
Assets. Invements in employer securities at end of year2017-12-31$762,390
Assets. Invements in employer securities at beginning of year2017-12-31$709,200
Contributions received in cash from employer2017-12-31$396,230
Employer contributions (assets) at end of year2017-12-31$361,019
Employer contributions (assets) at beginning of year2017-12-31$363,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$480,418
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
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$685,107
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$1,022,023
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 name2017-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2017-12-31341310124
2016 : ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$44,325
Total unrealized appreciation/depreciation of assets2016-12-31$44,325
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,055,330
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,392,246
Expenses. Interest paid2016-12-31$33,307
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$33,307
Total income from all sources (including contributions)2016-12-31$761,084
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$407,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$310,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$484,732
Value of total assets at end of year2016-12-31$5,311,888
Value of total assets at beginning of year2016-12-31$5,294,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$63,579
Total interest from all sources2016-12-31$1,268
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$63,579
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$560,723
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$71,248
Participant contributions at end of year2016-12-31$6,755
Participant contributions at beginning of year2016-12-31$7,854
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$24,555
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$89,228
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$33,307
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$43,824
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$353,930
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,256,558
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,902,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$2,686,974
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,603,782
Income. Interest from loans (other than to participants)2016-12-31$701
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,521,254
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,561,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,561,831
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$567
Net investment gain/loss from pooled separate accounts2016-12-31$230,759
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
Assets. Invements in employer securities at end of year2016-12-31$709,200
Assets. Invements in employer securities at beginning of year2016-12-31$664,875
Contributions received in cash from employer2016-12-31$413,484
Employer contributions (assets) at end of year2016-12-31$363,150
Employer contributions (assets) at beginning of year2016-12-31$367,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$310,268
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
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$1,022,023
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$1,348,422
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2016-12-31341310124
2015 : ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-274,815
Total unrealized appreciation/depreciation of assets2015-12-31$-274,815
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,392,246
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,718,490
Expenses. Interest paid2015-12-31$43,979
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$43,979
Total income from all sources (including contributions)2015-12-31$403,423
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$389,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$288,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$736,525
Value of total assets at end of year2015-12-31$5,294,874
Value of total assets at beginning of year2015-12-31$5,607,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$56,638
Total interest from all sources2015-12-31$6,369
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
Administrative expenses professional fees incurred2015-12-31$56,638
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$47,416
Participant contributions at end of year2015-12-31$7,854
Participant contributions at beginning of year2015-12-31$8,887
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$89,228
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$89,228
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$43,824
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$100,827
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$13,884
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,902,628
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,888,744
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$2,603,782
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,739,294
Interest on participant loans2015-12-31$837
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,561,831
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,919,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,919,363
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$5,532
Net investment gain/loss from pooled separate accounts2015-12-31$-64,656
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
Assets. Invements in employer securities at end of year2015-12-31$664,875
Assets. Invements in employer securities at beginning of year2015-12-31$939,690
Contributions received in cash from employer2015-12-31$599,881
Employer contributions (assets) at end of year2015-12-31$367,304
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$288,922
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$1,348,422
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$1,617,663
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 name2015-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2015-12-31341310124
2014 : ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$230,490
Total unrealized appreciation/depreciation of assets2014-12-31$230,490
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,718,490
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,671,576
Expenses. Interest paid2014-12-31$46,914
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$46,914
Total income from all sources (including contributions)2014-12-31$529,514
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$529,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$436,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$158,481
Value of total assets at end of year2014-12-31$5,607,234
Value of total assets at beginning of year2014-12-31$5,560,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$45,577
Total interest from all sources2014-12-31$367
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
Administrative expenses professional fees incurred2014-12-31$45,577
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$30,268
Participant contributions at end of year2014-12-31$8,887
Participant contributions at beginning of year2014-12-31$9,804
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$100,827
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$53,913
Other income not declared elsewhere2014-12-31$7,582
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$99
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,888,744
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,888,645
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$2,739,294
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,004,768
Interest on participant loans2014-12-31$919
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,919,363
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$227,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$227,557
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-552
Net investment gain/loss from pooled separate accounts2014-12-31$132,594
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
Assets. Invements in employer securities at end of year2014-12-31$939,690
Assets. Invements in employer securities at beginning of year2014-12-31$709,200
Contributions received in cash from employer2014-12-31$128,213
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$1,608,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$436,924
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$1,617,663
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$1,617,663
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 name2014-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2014-12-31341310124
2013 : ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$8,865
Total unrealized appreciation/depreciation of assets2013-12-31$8,865
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,619,786
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,972,753
Expenses. Interest paid2013-12-31$15,133
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$15,133
Total income from all sources (including contributions)2013-12-31$1,013,387
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$60,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$696,858
Value of total assets at end of year2013-12-31$5,562,344
Value of total assets at beginning of year2013-12-31$4,962,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$40,448
Total interest from all sources2013-12-31$115
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
Administrative expenses professional fees incurred2013-12-31$40,448
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$60,367
Participant contributions at end of year2013-12-31$9,804
Participant contributions at beginning of year2013-12-31$10,633
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$53,913
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$952,805
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,942,558
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,989,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$3,004,768
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,696,390
Interest on participant loans2013-12-31$1,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$229,680
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$391,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$391,229
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$115
Net investment gain/loss from pooled separate accounts2013-12-31$307,549
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
Assets. Invements in employer securities at end of year2013-12-31$709,200
Assets. Invements in employer securities at beginning of year2013-12-31$700,335
Contributions received in cash from employer2013-12-31$696,858
Employer contributions (assets) at end of year2013-12-31$1,608,892
Employer contributions (assets) at beginning of year2013-12-31$1,163,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,001
Liabilities. Value of benefit claims payable at end of year2013-12-31$2,123
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
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
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$1,617,663
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$1,972,753
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2013-12-31341310124
2012 : ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-147,780
Total unrealized appreciation/depreciation of assets2012-12-31$-147,780
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,972,753
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,633,967
Total income from all sources (including contributions)2012-12-31$1,408,865
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$130,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$14,504
Expenses. Certain deemed distributions of participant loans2012-12-31$79,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,432,041
Value of total assets at end of year2012-12-31$4,621,503
Value of total assets at beginning of year2012-12-31$4,004,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$36,810
Total interest from all sources2012-12-31$65
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
Administrative expenses professional fees incurred2012-12-31$44,338
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$75,538
Participant contributions at end of year2012-12-31$10,633
Participant contributions at beginning of year2012-12-31$11,221
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$1,200
Administrative expenses (other) incurred2012-12-31$36,810
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$31,332
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$1,278,320
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,648,750
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,370,430
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$2,696,390
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,570,202
Interest on participant loans2012-12-31$1,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$391,229
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$65
Net investment gain/loss from pooled separate accounts2012-12-31$124,539
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
Assets. Invements in employer securities at end of year2012-12-31$700,335
Assets. Invements in employer securities at beginning of year2012-12-31$848,114
Contributions received in cash from employer2012-12-31$1,432,041
Employer contributions (assets) at end of year2012-12-31$822,916
Employer contributions (assets) at beginning of year2012-12-31$542,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$14,504
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
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$1,972,753
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$2,633,967
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2012-12-31341310124
2011 : ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$-1,184,801
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,184,801
Total unrealized appreciation/depreciation of assets2011-12-31$-1,184,801
Total transfer of assets to this plan2011-12-31$2,582,623
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,263,745
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,699,878
Expenses. Interest paid2011-12-31$89,072
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$89,072
Total income from all sources (including contributions)2011-12-31$-326,804
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$-29,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$-151,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$857,997
Value of total assets at end of year2011-12-31$3,634,175
Value of total assets at beginning of year2011-12-31$1,784,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$121,628
Total interest from all sources2011-12-31$0
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
Administrative expenses professional fees incurred2011-12-31$89,071
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 period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$11,220
Participant contributions at end of year2011-12-31$1,200
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$-154,982
Other income not declared elsewhere2011-12-31$154,982
Administrative expenses (other) incurred2011-12-31$32,557
Total non interest bearing cash at end of year2011-12-31$203,438
Total non interest bearing cash at beginning of year2011-12-31$9,999
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
Income. Non cash contributions2011-12-31$314,276
Value of net income/loss2011-12-31$-297,166
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,370,430
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$-915,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,570,202
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
Assets. Invements in employer securities at end of year2011-12-31$848,114
Assets. Invements in employer securities at beginning of year2011-12-31$1,718,640
Contributions received in cash from employer2011-12-31$857,997
Employer contributions (assets) at end of year2011-12-31$1,201
Employer contributions (assets) at beginning of year2011-12-31$56,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,716
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
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$2,263,745
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$2,699,878
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2011-12-31341310124
2010 : ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$100,000
Total unrealized appreciation/depreciation of assets2010-12-31$100,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,699,878
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,957,223
Expenses. Interest paid2010-12-31$177,433
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$177,433
Total income from all sources (including contributions)2010-12-31$768,894
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$177,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$668,894
Value of total assets at end of year2010-12-31$1,784,851
Value of total assets at beginning of year2010-12-31$1,450,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$36
Total interest from all sources2010-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$36
Total non interest bearing cash at end of year2010-12-31$9,999
Total non interest bearing cash at beginning of year2010-12-31$10,771
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$591,425
Value of net assets at end of year (total assets less liabilities)2010-12-31$-915,027
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$-1,506,452
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
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
Assets. Invements in employer securities at end of year2010-12-31$1,718,640
Assets. Invements in employer securities at beginning of year2010-12-31$1,440,000
Contributions received in cash from employer2010-12-31$668,894
Employer contributions (assets) at end of year2010-12-31$56,212
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
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$2,699,878
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$2,957,223
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2010-12-31341310124

Form 5500 Responses for ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN

2022: ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP 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: ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP 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: ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP 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: ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP 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: ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP 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: ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP 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: ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP 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: ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP 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: ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP 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: ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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: ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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: ACCURATE ELECTRIC EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806480
Policy instance 1
Insurance contract or identification number806480
Number of Individuals Covered110
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 number806480
Policy instance 1
Insurance contract or identification number806480
Number of Individuals Covered118
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 number806480
Policy instance 1
Insurance contract or identification number806480
Number of Individuals Covered135
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 number806480
Policy instance 1
Insurance contract or identification number806480
Number of Individuals Covered141
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 number806480
Policy instance 1
Insurance contract or identification number806480
Number of Individuals Covered139
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 number806480
Policy instance 1
Insurance contract or identification number806480
Number of Individuals Covered146
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 number806480
Policy instance 1
Insurance contract or identification number806480
Number of Individuals Covered120
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $13,631
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,340
Insurance broker organization code?3
Insurance broker nameINVEST FINANCIAL CORP INS AGCY INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806480
Policy instance 1
Insurance contract or identification number806480
Number of Individuals Covered206
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $13,821
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 $13,821
Insurance broker organization code?3
Insurance broker nameINVEST FINANCIAL CORP INS AGCY INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806480
Policy instance 1
Insurance contract or identification number806480
Number of Individuals Covered270
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $14,748
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 $14,748
Insurance broker organization code?3
Insurance broker nameINVEST FINANCIAL CORP INS AGCY INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806480
Policy instance 1
Insurance contract or identification number806480
Number of Individuals Covered218
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $13,187
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 $13,187
Insurance broker organization code?3
Insurance broker nameINVEST FINANCIAL CORP INS AGCY INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806480
Policy instance 1
Insurance contract or identification number806480
Number of Individuals Covered171
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?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

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