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ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN 401k Plan overview

Plan NameENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN
Plan identification number 001

ENGLEFIELD, INC. SAVINGS AND RETIREMENT 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ENGLEFIELD INC. has sponsored the creation of one or more 401k plans.

Company Name:ENGLEFIELD INC.
Employer identification number (EIN):311248972
NAIC Classification:447100
NAIC Description: Gasoline Stations, Gas

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01CHRISTOPHER BEEM2020-10-11
0012018-01-01CHRISTOPHER BEEM2019-10-08
0012017-01-01
0012016-01-01
0012015-01-01CHRISTOPHER BEEM
0012014-01-01FRANK MCMANUS
0012013-01-01FRANK MCMANUS
0012012-01-01FRANK MCMANUS
0012011-01-01FRANK MCMANUS
0012009-01-01FRANK MCMANUS

Plan Statistics for ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN

401k plan membership statisitcs for ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN

Measure Date Value
2022: ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01705
Total number of active participants reported on line 7a of the Form 55002022-01-01586
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0145
Total of all active and inactive participants2022-01-01632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01633
Number of participants with account balances2022-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01822
Total number of active participants reported on line 7a of the Form 55002021-01-01639
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0139
Total of all active and inactive participants2021-01-01679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01679
Number of participants with account balances2021-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01876
Total number of active participants reported on line 7a of the Form 55002020-01-01789
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0142
Total of all active and inactive participants2020-01-01831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01831
Number of participants with account balances2020-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01884
Total number of active participants reported on line 7a of the Form 55002019-01-01733
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0136
Total of all active and inactive participants2019-01-01769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01769
Number of participants with account balances2019-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01953
Total number of active participants reported on line 7a of the Form 55002018-01-01852
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0130
Total of all active and inactive participants2018-01-01883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01884
Number of participants with account balances2018-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01842
Total number of active participants reported on line 7a of the Form 55002017-01-01806
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0139
Total of all active and inactive participants2017-01-01846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01846
Number of participants with account balances2017-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01865
Total number of active participants reported on line 7a of the Form 55002016-01-01682
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0137
Total of all active and inactive participants2016-01-01720
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01721
Number of participants with account balances2016-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,027
Total number of active participants reported on line 7a of the Form 55002015-01-01708
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0148
Total of all active and inactive participants2015-01-01757
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01757
Number of participants with account balances2015-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01854
Total number of active participants reported on line 7a of the Form 55002014-01-01874
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0131
Total of all active and inactive participants2014-01-01905
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01906
Number of participants with account balances2014-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01852
Total number of active participants reported on line 7a of the Form 55002013-01-01722
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0126
Total of all active and inactive participants2013-01-01748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01748
Number of participants with account balances2013-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01910
Total number of active participants reported on line 7a of the Form 55002012-01-01714
Number of other retired or separated participants entitled to future benefits2012-01-0132
Total of all active and inactive participants2012-01-01746
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01748
Number of participants with account balances2012-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01979
Total number of active participants reported on line 7a of the Form 55002011-01-01763
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0136
Total of all active and inactive participants2011-01-01799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01801
Number of participants with account balances2011-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01725
Total number of active participants reported on line 7a of the Form 55002009-01-01890
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-01916
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01917
Number of participants with account balances2009-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN

Measure Date Value
2022 : ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,835,108
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,667,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,519,760
Expenses. Certain deemed distributions of participant loans2022-12-31$4,987
Value of total corrective distributions2022-12-31$82,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$860,442
Value of total assets at end of year2022-12-31$13,264,172
Value of total assets at beginning of year2022-12-31$16,766,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$60,228
Total interest from all sources2022-12-31$19,569
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$386,482
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$386,482
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$749,741
Participant contributions at end of year2022-12-31$348,381
Participant contributions at beginning of year2022-12-31$451,282
Administrative expenses (other) incurred2022-12-31$60,228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,502,115
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,264,172
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,766,287
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$12,915,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,315,005
Interest on participant loans2022-12-31$19,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,101,601
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$110,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,519,760
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 name2022-12-31GBQ PARTNERS LLC
Accountancy firm EIN2022-12-31202122306
2021 : ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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$3,154,554
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,114,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$940,147
Expenses. Certain deemed distributions of participant loans2021-12-31$24,210
Value of total corrective distributions2021-12-31$84,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$850,138
Value of total assets at end of year2021-12-31$16,766,287
Value of total assets at beginning of year2021-12-31$14,725,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$65,144
Total interest from all sources2021-12-31$25,506
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$752,923
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$752,923
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$737,496
Participant contributions at end of year2021-12-31$451,282
Participant contributions at beginning of year2021-12-31$581,153
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,158
Other income not declared elsewhere2021-12-31$3
Administrative expenses (other) incurred2021-12-31$65,144
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$2,040,345
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,766,287
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,725,942
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$16,315,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,144,789
Interest on participant loans2021-12-31$25,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,525,984
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$106,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$940,147
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 name2021-12-31GBQ PARTNERS LLC
Accountancy firm EIN2021-12-31202122306
2020 : ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,759,189
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,171,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,111,440
Expenses. Certain deemed distributions of participant loans2020-12-31$23,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$742,398
Value of total assets at end of year2020-12-31$14,725,942
Value of total assets at beginning of year2020-12-31$13,138,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$36,944
Total interest from all sources2020-12-31$19,213
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$364,710
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$364,710
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$616,614
Participant contributions at end of year2020-12-31$581,153
Participant contributions at beginning of year2020-12-31$584,620
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$34,525
Administrative expenses (other) incurred2020-12-31$36,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,587,588
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,725,942
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,138,354
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$14,144,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,553,734
Interest on participant loans2020-12-31$19,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,632,868
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$91,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,111,440
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GQB PARTNERS LLC
Accountancy firm EIN2020-12-31202122306
2019 : ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,064,440
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,044,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$999,587
Value of total corrective distributions2019-12-31$38,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$771,955
Value of total assets at end of year2019-12-31$13,138,354
Value of total assets at beginning of year2019-12-31$11,118,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,426
Total interest from all sources2019-12-31$67,419
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$519,139
Participant contributions at end of year2019-12-31$584,620
Participant contributions at beginning of year2019-12-31$701,223
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$166,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,020,207
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,138,354
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,118,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$11,087,042
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,310,086
Interest on participant loans2019-12-31$30,840
Interest earned on other investments2019-12-31$36,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,466,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,106,838
Net investment gain/loss from pooled separate accounts2019-12-31$2,225,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$86,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$999,587
Contract administrator fees2019-12-31$6,426
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GQB PARTNERS LLC
Accountancy firm EIN2019-12-31202122306
2018 : ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$116,060
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,960,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,986,194
Expenses. Certain deemed distributions of participant loans2018-12-31$-42,195
Value of total corrective distributions2018-12-31$9,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$672,937
Value of total assets at end of year2018-12-31$11,118,147
Value of total assets at beginning of year2018-12-31$12,962,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,503
Total interest from all sources2018-12-31$71,390
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$498,332
Participant contributions at end of year2018-12-31$701,223
Participant contributions at beginning of year2018-12-31$699,897
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$91,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,844,266
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,118,147
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,962,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$8,310,086
Value of interest in pooled separate accounts at beginning of year2018-12-31$10,130,026
Interest on participant loans2018-12-31$31,780
Interest earned on other investments2018-12-31$39,610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,106,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,132,490
Net investment gain/loss from pooled separate accounts2018-12-31$-628,267
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$83,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,986,194
Contract administrator fees2018-12-31$6,503
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GBQ PARTNERS LLC
Accountancy firm EIN2018-12-31202122306
2017 : ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,332,949
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,357,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,294,010
Expenses. Certain deemed distributions of participant loans2017-12-31$42,195
Value of total corrective distributions2017-12-31$14,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$572,026
Value of total assets at end of year2017-12-31$12,962,413
Value of total assets at beginning of year2017-12-31$11,986,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,424
Total interest from all sources2017-12-31$60,407
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$460,776
Participant contributions at end of year2017-12-31$699,897
Participant contributions at beginning of year2017-12-31$684,325
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$34,273
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$975,639
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,962,413
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,986,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$10,130,026
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,859,753
Interest on participant loans2017-12-31$22,587
Interest earned on other investments2017-12-31$37,820
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,132,490
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,442,696
Net investment gain/loss from pooled separate accounts2017-12-31$1,700,516
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$76,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,294,010
Contract administrator fees2017-12-31$6,424
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GBQ PARTNERS LLC
Accountancy firm EIN2017-12-31202122306
2016 : ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,516,472
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,110,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,078,786
Value of total corrective distributions2016-12-31$25,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$558,581
Value of total assets at end of year2016-12-31$11,986,774
Value of total assets at beginning of year2016-12-31$11,580,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,987
Total interest from all sources2016-12-31$62,244
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$480,835
Participant contributions at end of year2016-12-31$684,325
Participant contributions at beginning of year2016-12-31$622,887
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$406,276
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,986,774
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,580,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$8,859,753
Value of interest in pooled separate accounts at beginning of year2016-12-31$8,221,627
Interest on participant loans2016-12-31$20,506
Interest earned on other investments2016-12-31$41,738
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,442,696
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,735,984
Net investment gain/loss from pooled separate accounts2016-12-31$895,647
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$77,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,078,786
Contract administrator fees2016-12-31$5,987
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GBQ PARTNERS LLC
Accountancy firm EIN2016-12-31202122306
2015 : ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$597,085
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,105,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,072,019
Expenses. Certain deemed distributions of participant loans2015-12-31$9,845
Value of total corrective distributions2015-12-31$17,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$687,541
Value of total assets at end of year2015-12-31$11,580,498
Value of total assets at beginning of year2015-12-31$12,089,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,393
Total interest from all sources2015-12-31$71,904
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$525,628
Participant contributions at end of year2015-12-31$622,887
Participant contributions at beginning of year2015-12-31$745,385
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$79,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-508,655
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,580,498
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,089,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$8,221,627
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,522,017
Interest on participant loans2015-12-31$20,652
Interest earned on other investments2015-12-31$51,252
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,735,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,821,751
Net investment gain/loss from pooled separate accounts2015-12-31$-162,360
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$82,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,072,019
Contract administrator fees2015-12-31$6,393
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GBQ PARTNERS LLC
Accountancy firm EIN2015-12-31202122306
2014 : ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,423,092
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$890,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$866,402
Value of total corrective distributions2014-12-31$15,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$713,842
Value of total assets at end of year2014-12-31$12,089,153
Value of total assets at beginning of year2014-12-31$11,556,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,877
Total interest from all sources2014-12-31$76,446
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$555,978
Participant contributions at end of year2014-12-31$745,385
Participant contributions at beginning of year2014-12-31$706,790
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$65,857
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$532,918
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,089,153
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,556,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$8,522,017
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,158,075
Interest on participant loans2014-12-31$23,568
Interest earned on other investments2014-12-31$52,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,821,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,691,370
Net investment gain/loss from pooled separate accounts2014-12-31$632,804
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$92,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$866,402
Contract administrator fees2014-12-31$7,877
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GBQ PARTNERS LLC
Accountancy firm EIN2014-12-31202122306
2013 : ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,587,230
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,121,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,112,065
Value of total corrective distributions2013-12-31$3,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$653,280
Value of total assets at end of year2013-12-31$11,556,235
Value of total assets at beginning of year2013-12-31$10,090,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,263
Total interest from all sources2013-12-31$70,432
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$539,664
Participant contributions at end of year2013-12-31$706,790
Participant contributions at beginning of year2013-12-31$629,835
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$25,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,465,335
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,556,235
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,090,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$8,158,075
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,873,804
Interest on participant loans2013-12-31$18,210
Interest earned on other investments2013-12-31$52,222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,691,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,587,261
Net investment gain/loss from pooled separate accounts2013-12-31$1,863,518
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$88,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,112,065
Contract administrator fees2013-12-31$6,263
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GBQ PARTNERS, LLC
Accountancy firm EIN2013-12-31202122306
2012 : ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,632,489
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$994,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$937,682
Expenses. Certain deemed distributions of participant loans2012-12-31$40,970
Value of total corrective distributions2012-12-31$8,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$615,934
Value of total assets at end of year2012-12-31$10,090,900
Value of total assets at beginning of year2012-12-31$9,452,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,955
Total interest from all sources2012-12-31$69,700
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$527,751
Participant contributions at end of year2012-12-31$629,835
Participant contributions at beginning of year2012-12-31$663,432
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,254
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$638,094
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,090,900
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,452,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$6,873,804
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,620,897
Interest on participant loans2012-12-31$19,231
Interest earned on other investments2012-12-31$50,469
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,587,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,168,477
Net investment gain/loss from pooled separate accounts2012-12-31$946,855
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$86,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$937,682
Contract administrator fees2012-12-31$6,955
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GBQ PARTNERS LLC
Accountancy firm EIN2012-12-31202122306
2011 : ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$615,698
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$717,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$695,059
Value of total corrective distributions2011-12-31$14,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$667,351
Value of total assets at end of year2011-12-31$9,450,464
Value of total assets at beginning of year2011-12-31$9,552,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,890
Total interest from all sources2011-12-31$68,153
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$579,365
Participant contributions at end of year2011-12-31$661,090
Participant contributions at beginning of year2011-12-31$699,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-102,008
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,450,464
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,552,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$6,620,897
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,767,928
Interest on participant loans2011-12-31$21,425
Interest earned on other investments2011-12-31$46,728
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,168,477
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,085,136
Net investment gain/loss from pooled separate accounts2011-12-31$-119,806
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$87,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$695,059
Contract administrator fees2011-12-31$7,890
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GBQ PARTNERS, LLC
Accountancy firm EIN2011-12-31202122306
2010 : ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,691,345
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$328,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$315,680
Value of total corrective distributions2010-12-31$4,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$665,090
Value of total assets at end of year2010-12-31$9,552,472
Value of total assets at beginning of year2010-12-31$8,189,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,820
Total interest from all sources2010-12-31$70,279
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$576,702
Participant contributions at end of year2010-12-31$699,408
Participant contributions at beginning of year2010-12-31$648,141
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$1,363,050
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,552,472
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,189,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$6,767,928
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,704,008
Interest on participant loans2010-12-31$23,398
Interest earned on other investments2010-12-31$46,881
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,085,136
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,837,273
Net investment gain/loss from pooled separate accounts2010-12-31$955,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$88,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$315,680
Contract administrator fees2010-12-31$7,820
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GBQ PARTNERS LLC
Accountancy firm EIN2010-12-31202122306
2009 : ENGLEFIELD, INC. SAVINGS AND RETIREMENT 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 ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN

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

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802007
Policy instance 1
Insurance contract or identification number802007
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802007
Policy instance 1
Insurance contract or identification number802007
Number of Individuals Covered769
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $22,969
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,969
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802007
Policy instance 1
Insurance contract or identification number802007
Number of Individuals Covered884
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $24,218
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,218
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802007
Policy instance 1
Insurance contract or identification number802007
Number of Individuals Covered846
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $23,337
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,337
Insurance broker organization code?3
Insurance broker namePRIVATE LEDGER INSURANCE AGENCY
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802007
Policy instance 1
Insurance contract or identification number802007
Number of Individuals Covered757
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $31,023
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,023
Insurance broker organization code?3
Insurance broker namePRIVATE LEDGER INSURANCE AGENCY
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802007
Policy instance 1
Insurance contract or identification number802007
Number of Individuals Covered906
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $20,842
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,842
Insurance broker organization code?3
Insurance broker namePRIVATE LEDGER INSURANCE AGENCY
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802007
Policy instance 1
Insurance contract or identification number802007
Number of Individuals Covered748
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $25,182
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,182
Insurance broker organization code?3
Insurance broker namePRIVATE LEDGER INSURANCE AGENCY
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802007
Policy instance 1
Insurance contract or identification number802007
Number of Individuals Covered748
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $22,937
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,937
Insurance broker organization code?3
Insurance broker namePRIVATE LEDGER INSURANCE AGENCY
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802007
Policy instance 1
Insurance contract or identification number802007
Number of Individuals Covered801
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $22,036
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802007
Policy instance 1
Insurance contract or identification number802007
Number of Individuals Covered853
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $19,719
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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