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LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan NameLIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN
Plan identification number 001

LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LIBBY PERSZYK KATHMAN HOLDINGS, INC has sponsored the creation of one or more 401k plans.

Company Name:LIBBY PERSZYK KATHMAN HOLDINGS, INC
Employer identification number (EIN):311076158
NAIC Classification:541400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BRENT MCCOY2023-10-04
0012021-01-01BRENT MCCOY2022-10-11
0012020-01-01BRENT MCCOY2021-10-10 BRENT MCCOY2021-10-10
0012019-01-01BRENT MCCOY2020-10-12 BRENT MCCOY2020-10-12
0012018-01-01BRENT MCCOY2019-10-10 BRENT MCCOY2019-10-10
0012017-01-01
0012016-01-01DENNIS L. GEIGER DENNIS L. GEIGER2017-10-12
0012015-01-01DENNIS L. GEIGER DENNIS L. GEIGER2016-10-14
0012014-01-01DENNIS L. GEIGER DENNIS L. GEIGER2015-10-14
0012013-01-01DENNIS L. GEIGER DENNIS L. GEIGER2014-10-14
0012012-01-01DENNIS L. GEIGER DENNIS L. GEIGER2013-10-08
0012011-01-01DENNIS L. GEIGER DENNIS L. GEIGER2012-10-08
0012010-01-01DENNIS L. GEIGER DENNIS L. GEIGER2011-10-12
0012009-01-01DENNIS L. GEIGER DENNIS L. GEIGER2010-09-30

Plan Statistics for LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN

Measure Date Value
2022: LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01135
Total number of active participants reported on line 7a of the Form 55002022-01-0183
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0159
Total of all active and inactive participants2022-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01142
Number of participants with account balances2022-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01137
Total number of active participants reported on line 7a of the Form 55002021-01-0175
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0160
Total of all active and inactive participants2021-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01135
Number of participants with account balances2021-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01154
Total number of active participants reported on line 7a of the Form 55002020-01-0177
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0160
Total of all active and inactive participants2020-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01137
Number of participants with account balances2020-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01202
Total number of active participants reported on line 7a of the Form 55002019-01-0183
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0171
Total of all active and inactive participants2019-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01154
Number of participants with account balances2019-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01247
Total number of active participants reported on line 7a of the Form 55002018-01-01104
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0198
Total of all active and inactive participants2018-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01202
Number of participants with account balances2018-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01263
Total number of active participants reported on line 7a of the Form 55002017-01-01167
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0180
Total of all active and inactive participants2017-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01247
Number of participants with account balances2017-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01280
Total number of active participants reported on line 7a of the Form 55002016-01-01208
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0155
Total of all active and inactive participants2016-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01263
Number of participants with account balances2016-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01310
Total number of active participants reported on line 7a of the Form 55002015-01-01210
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0170
Total of all active and inactive participants2015-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01280
Number of participants with account balances2015-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01299
Total number of active participants reported on line 7a of the Form 55002014-01-01264
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0146
Total of all active and inactive participants2014-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01310
Number of participants with account balances2014-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01285
Total number of active participants reported on line 7a of the Form 55002013-01-01247
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0152
Total of all active and inactive participants2013-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01299
Number of participants with account balances2013-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01330
Total number of active participants reported on line 7a of the Form 55002012-01-01243
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0142
Total of all active and inactive participants2012-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01285
Number of participants with account balances2012-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01323
Total number of active participants reported on line 7a of the Form 55002011-01-01285
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0145
Total of all active and inactive participants2011-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01330
Number of participants with account balances2011-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01299
Total number of active participants reported on line 7a of the Form 55002010-01-01297
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0126
Total of all active and inactive participants2010-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01323
Number of participants with account balances2010-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018
2009: LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01318
Total number of active participants reported on line 7a of the Form 55002009-01-01282
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01299
Number of participants with account balances2009-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN

Measure Date Value
2022 : LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,164
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,161,150
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,329,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,275,811
Value of total corrective distributions2022-12-31$6,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,097,590
Value of total assets at end of year2022-12-31$15,077,427
Value of total assets at beginning of year2022-12-31$18,566,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$47,958
Total interest from all sources2022-12-31$9,412
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$361,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$361,985
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$679,707
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$340,898
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$2,164
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,491,032
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,075,263
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,566,295
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$14,354,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,770,498
Interest earned on other investments2022-12-31$9,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$7,274
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$8,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$8,332
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$95
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$715,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$787,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,630,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$76,985
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,275,811
Contract administrator fees2022-12-31$47,958
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 name2022-12-31CASSADY SCHILLER & ASSOCIATES
Accountancy firm EIN2022-12-31311311065
2021 : LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,145,766
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$897,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$846,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$724,402
Value of total assets at end of year2021-12-31$18,566,295
Value of total assets at beginning of year2021-12-31$16,318,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$50,667
Total interest from all sources2021-12-31$10,617
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,002,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,002,891
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$633,909
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$12,287
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$2,248,169
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,566,295
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,318,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$17,770,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,457,501
Interest earned on other investments2021-12-31$10,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$8,332
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$7,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$7,272
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$787,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$850,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$407,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$78,206
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$2,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$846,930
Contract administrator fees2021-12-31$50,667
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 name2021-12-31CASSADY SCHILLER & ASSOCIATES
Accountancy firm EIN2021-12-31311311065
2020 : LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$69
Total unrealized appreciation/depreciation of assets2020-12-31$69
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,870,689
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,955,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,912,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$717,612
Value of total assets at end of year2020-12-31$16,318,126
Value of total assets at beginning of year2020-12-31$16,403,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$43,205
Total interest from all sources2020-12-31$14,328
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$314,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$314,605
Administrative expenses professional fees incurred2020-12-31$1,271
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$569,268
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$71,890
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-85,288
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,318,126
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,403,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,457,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,341,900
Interest earned on other investments2020-12-31$14,304
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$7,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$8,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$8,159
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$24
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$850,803
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$51,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,824,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$76,454
Employer contributions (assets) at end of year2020-12-31$2,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,912,772
Contract administrator fees2020-12-31$41,934
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 name2020-12-31CASSADY SCHILLER & ASSOCIATES
Accountancy firm EIN2020-12-31311311065
2019 : LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,920,879
Total income from all sources (including contributions)2019-12-31$3,920,879
Total loss/gain on sale of assets2019-12-31$828,991
Total loss/gain on sale of assets2019-12-31$828,991
Total of all expenses incurred2019-12-31$7,446,786
Total of all expenses incurred2019-12-31$7,446,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,368,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,368,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$819,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$819,814
Value of total assets at end of year2019-12-31$16,403,414
Value of total assets at end of year2019-12-31$16,403,414
Value of total assets at beginning of year2019-12-31$19,929,321
Value of total assets at beginning of year2019-12-31$19,929,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$78,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$78,167
Total interest from all sources2019-12-31$27,238
Total interest from all sources2019-12-31$27,238
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$459,522
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$459,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$385,661
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$385,661
Administrative expenses professional fees incurred2019-12-31$13,565
Administrative expenses professional fees incurred2019-12-31$13,565
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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$663,132
Contributions received from participants2019-12-31$663,132
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$59,164
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$59,164
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,851
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,851
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$25,221
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$25,221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-3,525,907
Value of net income/loss2019-12-31$-3,525,907
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,403,414
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,403,414
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,929,321
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,929,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$22,097
Investment advisory and management fees2019-12-31$22,097
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,341,900
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,341,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,451,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,451,871
Interest earned on other investments2019-12-31$472
Interest earned on other investments2019-12-31$472
Income. Interest from corporate debt instruments2019-12-31$13,174
Income. Interest from corporate debt instruments2019-12-31$13,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$8,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$8,159
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,017,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,017,022
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,017,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,017,022
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$13,592
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$13,592
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$51,504
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$51,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,785,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,785,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$97,518
Contributions received in cash from employer2019-12-31$97,518
Income. Dividends from common stock2019-12-31$73,861
Income. Dividends from common stock2019-12-31$73,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,368,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,368,619
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$3,295,293
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$3,295,293
Contract administrator fees2019-12-31$42,505
Contract administrator fees2019-12-31$42,505
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$10,139,914
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$10,139,914
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
Aggregate proceeds on sale of assets2019-12-31$14,264,198
Aggregate proceeds on sale of assets2019-12-31$14,264,198
Aggregate carrying amount (costs) on sale of assets2019-12-31$13,435,207
Aggregate carrying amount (costs) on sale of assets2019-12-31$13,435,207
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CASSADY SCHILLER & ASSOCIATES
Accountancy firm name2019-12-31CASSADY SCHILLER & ASSOCIATES
Accountancy firm EIN2019-12-31311311065
Accountancy firm EIN2019-12-31311311065
2018 : LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,226,429
Total unrealized appreciation/depreciation of assets2018-12-31$-1,226,429
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$83,718
Total loss/gain on sale of assets2018-12-31$223,882
Total of all expenses incurred2018-12-31$5,798,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,654,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$980,245
Value of total assets at end of year2018-12-31$19,929,321
Value of total assets at beginning of year2018-12-31$25,644,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$144,488
Total interest from all sources2018-12-31$130,276
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$454,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$151,274
Administrative expenses professional fees incurred2018-12-31$6,850
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$823,895
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$31,212
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$25,221
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$40,651
Total non interest bearing cash at beginning of year2018-12-31$202,699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,715,274
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,929,321
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,644,595
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
Investment advisory and management fees2018-12-31$137,638
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,451,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,436,045
Income. Interest from corporate debt instruments2018-12-31$114,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,017,022
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,268,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,268,847
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$16,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-478,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$125,138
Income. Dividends from common stock2018-12-31$302,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,654,504
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$3,295,293
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$4,438,937
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$10,139,914
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$14,257,416
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
Aggregate proceeds on sale of assets2018-12-31$9,036,089
Aggregate carrying amount (costs) on sale of assets2018-12-31$8,812,207
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CASSADY SCHILLER & ASSOCIATES
Accountancy firm EIN2018-12-31311311065
2017 : LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,640,323
Total unrealized appreciation/depreciation of assets2017-12-31$2,640,323
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,681,567
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,917,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,775,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,338,267
Value of total assets at end of year2017-12-31$25,644,595
Value of total assets at beginning of year2017-12-31$22,880,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$141,898
Total interest from all sources2017-12-31$191,473
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$511,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$200,511
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,061,868
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$105,718
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$40,651
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$44,753
Total non interest bearing cash at end of year2017-12-31$202,699
Total non interest bearing cash at beginning of year2017-12-31$27,330
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$2,763,966
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,644,595
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,880,629
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
Investment advisory and management fees2017-12-31$140,298
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,436,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,936,009
Income. Interest from corporate debt instruments2017-12-31$182,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,268,847
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,465,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,465,769
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$8,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$170,681
Employer contributions (assets) at beginning of year2017-12-31$49,108
Income. Dividends from common stock2017-12-31$310,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,775,703
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$4,438,937
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$3,652,354
Contract administrator fees2017-12-31$1,600
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$14,257,416
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$12,705,306
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CASSADY SCHILLER & ASSOCIATES
Accountancy firm EIN2017-12-31311311065
2016 : LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,165,014
Total unrealized appreciation/depreciation of assets2016-12-31$1,165,014
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,284,695
Total loss/gain on sale of assets2016-12-31$16,758
Total of all expenses incurred2016-12-31$2,847,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,711,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,415,074
Value of total assets at end of year2016-12-31$22,880,629
Value of total assets at beginning of year2016-12-31$22,442,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$135,589
Total interest from all sources2016-12-31$155,971
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$469,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$113,678
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,091,672
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,490
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$44,753
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$40,001
Total non interest bearing cash at end of year2016-12-31$27,330
Total non interest bearing cash at beginning of year2016-12-31$29,591
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$437,678
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,880,629
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,442,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$131,389
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,936,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,880,652
Income. Interest from corporate debt instruments2016-12-31$153,355
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,465,769
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,184,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,184,244
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$62,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$317,912
Employer contributions (assets) at end of year2016-12-31$49,108
Employer contributions (assets) at beginning of year2016-12-31$26,478
Income. Dividends from common stock2016-12-31$355,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,711,428
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$3,652,354
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$4,660,333
Contract administrator fees2016-12-31$4,200
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$12,705,306
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$12,621,652
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
Aggregate proceeds on sale of assets2016-12-31$6,860,587
Aggregate carrying amount (costs) on sale of assets2016-12-31$6,843,829
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CASSADY SCHILLER & ASSOCIATES
Accountancy firm EIN2016-12-31311311065
2015 : LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-759,320
Total unrealized appreciation/depreciation of assets2015-12-31$-759,320
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$985,068
Total loss/gain on sale of assets2015-12-31$-194,507
Total of all expenses incurred2015-12-31$1,913,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,775,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,441,159
Value of total assets at end of year2015-12-31$22,442,951
Value of total assets at beginning of year2015-12-31$23,371,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$137,151
Total interest from all sources2015-12-31$169,437
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$479,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$112,921
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
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$1,105,847
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$39,068
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$40,001
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$47,457
Total non interest bearing cash at end of year2015-12-31$29,591
Total non interest bearing cash at beginning of year2015-12-31$29,758
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-928,080
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,442,951
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,371,031
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
Investment advisory and management fees2015-12-31$134,951
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,880,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,635,548
Income. Interest from corporate debt instruments2015-12-31$168,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,184,244
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,002,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,002,577
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$991
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-150,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$296,244
Employer contributions (assets) at end of year2015-12-31$26,478
Employer contributions (assets) at beginning of year2015-12-31$7,601
Income. Dividends from common stock2015-12-31$366,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,775,997
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$4,660,333
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$4,719,518
Contract administrator fees2015-12-31$2,200
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$12,621,652
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$13,928,572
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
Aggregate proceeds on sale of assets2015-12-31$6,048,281
Aggregate carrying amount (costs) on sale of assets2015-12-31$6,242,788
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CASSADY SCHILLER & ASSOCIATES
Accountancy firm EIN2015-12-31311311065
2014 : LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,261,788
Total unrealized appreciation/depreciation of assets2014-12-31$1,261,788
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,357,233
Total loss/gain on sale of assets2014-12-31$24,920
Total of all expenses incurred2014-12-31$1,710,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,574,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,544,820
Value of total assets at end of year2014-12-31$23,371,031
Value of total assets at beginning of year2014-12-31$21,724,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$135,502
Total interest from all sources2014-12-31$179,507
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$412,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$104,163
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$1,137,338
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$113,128
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$47,457
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$53,726
Total non interest bearing cash at end of year2014-12-31$29,758
Total non interest bearing cash at beginning of year2014-12-31$29,809
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,646,792
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,371,031
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$21,724,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$132,852
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,635,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,068,806
Income. Interest from corporate debt instruments2014-12-31$178,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,002,577
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,132,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,132,766
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-66,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$294,354
Employer contributions (assets) at end of year2014-12-31$7,601
Employer contributions (assets) at beginning of year2014-12-31$62,496
Income. Dividends from common stock2014-12-31$308,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,574,939
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$4,719,518
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$4,197,387
Contract administrator fees2014-12-31$2,650
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$13,928,572
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$13,179,249
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
Aggregate proceeds on sale of assets2014-12-31$5,509,920
Aggregate carrying amount (costs) on sale of assets2014-12-31$5,485,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CASSADY SCHILLER & ASSOCIATES
Accountancy firm EIN2014-12-31311311065
2013 : LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,897,142
Total unrealized appreciation/depreciation of assets2013-12-31$2,897,142
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,270,102
Total loss/gain on sale of assets2013-12-31$220,274
Total of all expenses incurred2013-12-31$2,038,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,916,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,569,566
Value of total assets at end of year2013-12-31$21,724,239
Value of total assets at beginning of year2013-12-31$18,492,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$121,653
Total interest from all sources2013-12-31$184,395
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$354,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$63,973
Administrative expenses professional fees incurred2013-12-31$2,500
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$1,162,873
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$45,648
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$53,726
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$53,171
Total non interest bearing cash at end of year2013-12-31$29,809
Total non interest bearing cash at beginning of year2013-12-31$29,858
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$3,231,584
Value of net assets at end of year (total assets less liabilities)2013-12-31$21,724,239
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,492,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$119,153
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,068,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,724,569
Income. Interest from US Government securities2013-12-31$9,524
Income. Interest from corporate debt instruments2013-12-31$173,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,132,766
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$758,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$758,486
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,200
Asset value of US Government securities at beginning of year2013-12-31$309,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$44,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$361,045
Employer contributions (assets) at end of year2013-12-31$62,496
Employer contributions (assets) at beginning of year2013-12-31$2,025
Income. Dividends from common stock2013-12-31$290,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,916,865
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$4,197,387
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$3,748,406
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$13,179,249
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$10,866,927
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
Aggregate proceeds on sale of assets2013-12-31$4,802,506
Aggregate carrying amount (costs) on sale of assets2013-12-31$4,582,232
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CASSADY SCHILLER & ASSOCIATES
Accountancy firm EIN2013-12-31311311065
2012 : LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,063,439
Total unrealized appreciation/depreciation of assets2012-12-31$1,063,439
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,601,051
Total loss/gain on sale of assets2012-12-31$57,863
Total of all expenses incurred2012-12-31$2,946,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,828,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,815,676
Value of total assets at end of year2012-12-31$18,492,655
Value of total assets at beginning of year2012-12-31$17,837,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$117,423
Total interest from all sources2012-12-31$226,733
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$331,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$47,029
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$1,147,280
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$481,072
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$53,171
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$67,907
Total non interest bearing cash at end of year2012-12-31$29,858
Total non interest bearing cash at beginning of year2012-12-31$29,908
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$654,814
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,492,655
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$17,837,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$117,423
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,724,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,191,018
Income. Interest from US Government securities2012-12-31$29,215
Income. Interest from corporate debt instruments2012-12-31$196,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$758,486
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,035,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,035,297
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,061
Asset value of US Government securities at end of year2012-12-31$309,213
Asset value of US Government securities at beginning of year2012-12-31$960,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$105,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$187,324
Employer contributions (assets) at end of year2012-12-31$2,025
Employer contributions (assets) at beginning of year2012-12-31$8,127
Income. Dividends from common stock2012-12-31$284,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,828,814
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$3,748,406
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$4,466,655
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$10,866,927
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$10,078,006
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
Aggregate proceeds on sale of assets2012-12-31$4,317,803
Aggregate carrying amount (costs) on sale of assets2012-12-31$4,259,940
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CASSADY SCHILLER & ASSOCIATES
Accountancy firm EIN2012-12-31311311065
2011 : LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-713,215
Total unrealized appreciation/depreciation of assets2011-12-31$-713,215
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,444,124
Total loss/gain on sale of assets2011-12-31$-45,510
Total of all expenses incurred2011-12-31$1,162,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,105,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,740,123
Value of total assets at end of year2011-12-31$17,837,841
Value of total assets at beginning of year2011-12-31$17,555,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$56,621
Total interest from all sources2011-12-31$264,816
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$258,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$18,882
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
Contributions received from participants2011-12-31$1,326,249
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$89,929
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$67,907
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$77,272
Total non interest bearing cash at end of year2011-12-31$29,908
Total non interest bearing cash at beginning of year2011-12-31$6,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$281,906
Value of net assets at end of year (total assets less liabilities)2011-12-31$17,837,841
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,555,935
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
Investment advisory and management fees2011-12-31$56,621
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,191,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$446,656
Income. Interest from US Government securities2011-12-31$51,933
Income. Interest from corporate debt instruments2011-12-31$211,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,035,297
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,038,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,038,356
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,513
Asset value of US Government securities at end of year2011-12-31$960,923
Asset value of US Government securities at beginning of year2011-12-31$1,148,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-60,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$323,945
Employer contributions (assets) at end of year2011-12-31$8,127
Employer contributions (assets) at beginning of year2011-12-31$156
Income. Dividends from common stock2011-12-31$239,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,105,597
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$4,466,655
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$4,513,903
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$10,078,006
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$10,324,645
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
Aggregate proceeds on sale of assets2011-12-31$3,666,793
Aggregate carrying amount (costs) on sale of assets2011-12-31$3,712,303
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 name2011-12-31CASSADY SCHILLER & ASSOCIATES
Accountancy firm EIN2011-12-31311311065
2010 : LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,095,516
Total unrealized appreciation/depreciation of assets2010-12-31$1,095,516
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$50,643
Total income from all sources (including contributions)2010-12-31$3,204,838
Total loss/gain on sale of assets2010-12-31$1,937
Total of all expenses incurred2010-12-31$859,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$811,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,588,278
Value of total assets at end of year2010-12-31$17,555,935
Value of total assets at beginning of year2010-12-31$15,261,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$48,827
Total interest from all sources2010-12-31$259,602
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$198,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$5,559
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
Contributions received from participants2010-12-31$1,262,161
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$5,811
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$77,272
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$72,194
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$50,643
Total non interest bearing cash at end of year2010-12-31$6,714
Total non interest bearing cash at beginning of year2010-12-31$2,563
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$2,344,993
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,555,935
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,210,942
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
Investment advisory and management fees2010-12-31$48,827
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$446,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$379,883
Income. Interest from US Government securities2010-12-31$61,245
Income. Interest from corporate debt instruments2010-12-31$196,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,038,356
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$845,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$845,995
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,876
Asset value of US Government securities at end of year2010-12-31$1,148,233
Asset value of US Government securities at beginning of year2010-12-31$1,542,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$61,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$320,306
Employer contributions (assets) at end of year2010-12-31$156
Income. Dividends from common stock2010-12-31$192,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$811,018
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$4,513,903
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$3,478,895
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$10,324,645
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$8,939,704
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
Aggregate proceeds on sale of assets2010-12-31$2,429,218
Aggregate carrying amount (costs) on sale of assets2010-12-31$2,427,281
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 name2010-12-31CASSADY SCHILLER & ASSOCIATES
Accountancy firm EIN2010-12-31311311065
2009 : LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN

2022: LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number860366
Policy instance 1
Insurance contract or identification number860366
Number of Individuals Covered128
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number860366
Policy instance 1
Insurance contract or identification number860366
Number of Individuals Covered125
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number860366
Policy instance 1
Insurance contract or identification number860366
Number of Individuals Covered133
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $329
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees329
Additional information about fees paid to insurance brokerTPA PARTNERSHIP & ALLIANCE PROGRAM
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number860366
Policy instance 1
Insurance contract or identification number860366
Number of Individuals Covered149
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $65
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees65
Additional information about fees paid to insurance brokerTPA PARTNERSHIP & ALLIANCE PROGRAM
Insurance broker organization code?5

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