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GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 401k Plan overview

Plan NameGROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST
Plan identification number 501

GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

GROTE ENTERPRISES LLC has sponsored the creation of one or more 401k plans.

Company Name:GROTE ENTERPRISES LLC
Employer identification number (EIN):311575000
NAIC Classification:333410

Additional information about GROTE ENTERPRISES LLC

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1997-11-05
Company Identification Number: 996168
Legal Registered Office Address: 40 N. MAIN ST., STE. 1700
-
DAYTON
United States of America (USA)
45423

More information about GROTE ENTERPRISES LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01JEFFREY V. SCHMITT2023-10-11
5012021-01-01JEFFREY V. SCHMITT2022-07-26
5012020-01-01JEFFREY V. SCHMITT2021-07-21
5012019-01-01JEFFREY V. SCHMITT2020-10-05
5012018-01-01JEFFREY V. SCHMITT2019-10-04
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01JEFFREY V. SCHMITT
5012011-01-01JEFFREY V. SCHMITT
5012010-01-01JEFFREY V. SCHMITT
5012009-01-01JEFFREY V. SCHMITT
5012007-01-01JEFFREY V. SCHMITT
5012005-01-01JEFFREY V. SCHMITT

Plan Statistics for GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST

401k plan membership statisitcs for GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST

Measure Date Value
2022: GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01133
Total number of active participants reported on line 7a of the Form 55002022-01-01142
Number of retired or separated participants receiving benefits2022-01-014
Total of all active and inactive participants2022-01-01146
2021: GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01142
Total number of active participants reported on line 7a of the Form 55002021-01-01132
Number of retired or separated participants receiving benefits2021-01-011
Total of all active and inactive participants2021-01-01133
2020: GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01124
Total number of active participants reported on line 7a of the Form 55002020-01-01142
Number of retired or separated participants receiving benefits2020-01-010
Total of all active and inactive participants2020-01-01142
2019: GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01156
Total number of active participants reported on line 7a of the Form 55002019-01-01124
Number of retired or separated participants receiving benefits2019-01-010
Total of all active and inactive participants2019-01-01124
2018: GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01152
Total number of active participants reported on line 7a of the Form 55002018-01-01155
Number of retired or separated participants receiving benefits2018-01-011
Total of all active and inactive participants2018-01-01156
2017: GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01148
Total number of active participants reported on line 7a of the Form 55002017-01-01150
Number of retired or separated participants receiving benefits2017-01-012
Total of all active and inactive participants2017-01-01152
2016: GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01151
Total number of active participants reported on line 7a of the Form 55002016-01-01147
Number of retired or separated participants receiving benefits2016-01-011
Total of all active and inactive participants2016-01-01148
2015: GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01158
Total number of active participants reported on line 7a of the Form 55002015-01-01151
Number of retired or separated participants receiving benefits2015-01-010
Total of all active and inactive participants2015-01-01151
2014: GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01142
Total number of active participants reported on line 7a of the Form 55002014-01-01155
Number of retired or separated participants receiving benefits2014-01-013
Total of all active and inactive participants2014-01-01158
2013: GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01143
Total number of active participants reported on line 7a of the Form 55002013-01-01142
Number of retired or separated participants receiving benefits2013-01-010
Total of all active and inactive participants2013-01-01142
2012: GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01146
Total number of active participants reported on line 7a of the Form 55002012-01-01143
Number of retired or separated participants receiving benefits2012-01-010
Total of all active and inactive participants2012-01-01143
2011: GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01172
Total number of active participants reported on line 7a of the Form 55002011-01-01145
Number of retired or separated participants receiving benefits2011-01-010
Total of all active and inactive participants2011-01-01145
2010: GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01168
Total number of active participants reported on line 7a of the Form 55002010-01-01159
Number of retired or separated participants receiving benefits2010-01-010
Total of all active and inactive participants2010-01-01159
2009: GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01148
Total number of active participants reported on line 7a of the Form 55002009-01-01167
Number of retired or separated participants receiving benefits2009-01-010
Total of all active and inactive participants2009-01-01167
2007: GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2007 401k membership
Total participants, beginning-of-year2007-01-01206
Total number of active participants reported on line 7a of the Form 55002007-01-01178
Number of retired or separated participants receiving benefits2007-01-010
Total of all active and inactive participants2007-01-01178
2005: GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2005 401k membership
Total participants, beginning-of-year2005-01-01195
Total number of active participants reported on line 7a of the Form 55002005-01-01193
Number of retired or separated participants receiving benefits2005-01-010
Total of all active and inactive participants2005-01-01193

Financial Data on GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST

Measure Date Value
2018 : GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$99,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$98,000
Total income from all sources (including contributions)2018-12-31$1,380,610
Total of all expenses incurred2018-12-31$1,578,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,473,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,380,610
Value of total assets at end of year2018-12-31$297,612
Value of total assets at beginning of year2018-12-31$494,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$104,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$9,150
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$552,139
Administrative expenses (other) incurred2018-12-31$95,704
Total non interest bearing cash at end of year2018-12-31$297,612
Total non interest bearing cash at beginning of year2018-12-31$494,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-197,702
Value of net assets at end of year (total assets less liabilities)2018-12-31$198,612
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$396,314
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
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$439,635
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$828,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,033,823
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$99,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$98,000
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BARNES DENNIG & CO., LTD.
Accountancy firm EIN2018-12-31311119890
2017 : GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$98,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$99,000
Total income from all sources (including contributions)2017-12-31$1,398,178
Total of all expenses incurred2017-12-31$1,435,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,344,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,398,178
Value of total assets at end of year2017-12-31$494,314
Value of total assets at beginning of year2017-12-31$532,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$90,890
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$530,289
Administrative expenses (other) incurred2017-12-31$90,890
Total non interest bearing cash at end of year2017-12-31$494,314
Total non interest bearing cash at beginning of year2017-12-31$532,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-37,233
Value of net assets at end of year (total assets less liabilities)2017-12-31$396,314
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$433,547
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
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$394,594
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$867,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$949,927
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$98,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$99,000
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BARNES DENNIG & CO., LTD.
Accountancy firm EIN2017-12-31311119890
2016 : GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$99,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$49,000
Total income from all sources (including contributions)2016-12-31$1,373,801
Total of all expenses incurred2016-12-31$1,604,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,516,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,373,801
Value of total assets at end of year2016-12-31$532,547
Value of total assets at beginning of year2016-12-31$713,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$88,429
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$506,972
Administrative expenses (other) incurred2016-12-31$88,429
Total non interest bearing cash at end of year2016-12-31$532,547
Total non interest bearing cash at beginning of year2016-12-31$713,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-230,755
Value of net assets at end of year (total assets less liabilities)2016-12-31$433,547
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$664,302
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
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$366,002
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$866,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,150,125
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$99,000
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$49,000
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BARNES DENNIG & CO., LTD.
Accountancy firm EIN2016-12-31311119890
2015 : GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$49,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$25,000
Total income from all sources (including contributions)2015-12-31$1,474,532
Total of all expenses incurred2015-12-31$1,228,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,128,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,474,532
Value of total assets at end of year2015-12-31$713,302
Value of total assets at beginning of year2015-12-31$443,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$100,016
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$558,284
Administrative expenses (other) incurred2015-12-31$100,016
Total non interest bearing cash at end of year2015-12-31$713,302
Total non interest bearing cash at beginning of year2015-12-31$443,271
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$246,031
Value of net assets at end of year (total assets less liabilities)2015-12-31$664,302
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$418,271
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
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$333,789
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$916,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$794,696
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$49,000
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$25,000
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BARNES DENNIG & CO., LTD.
Accountancy firm EIN2015-12-31311119890
2014 : GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$25,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$101,682
Total income from all sources (including contributions)2014-12-31$1,579,784
Total of all expenses incurred2014-12-31$1,197,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,072,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,579,784
Value of total assets at end of year2014-12-31$443,271
Value of total assets at beginning of year2014-12-31$138,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$125,045
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$577,827
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$51,994
Administrative expenses (other) incurred2014-12-31$125,045
Total non interest bearing cash at end of year2014-12-31$443,271
Total non interest bearing cash at beginning of year2014-12-31$86,016
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$381,943
Value of net assets at end of year (total assets less liabilities)2014-12-31$418,271
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$36,328
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
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$323,578
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$1,001,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$749,218
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$25,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$101,682
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BARNES DENNIG & CO., LTD
Accountancy firm EIN2014-12-31311119890
2013 : GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$101,682
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$193,716
Total income from all sources (including contributions)2013-12-31$1,420,880
Total of all expenses incurred2013-12-31$1,439,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,361,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,420,880
Value of total assets at end of year2013-12-31$138,010
Value of total assets at beginning of year2013-12-31$249,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$78,657
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$528,717
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$51,994
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$25,210
Administrative expenses (other) incurred2013-12-31$78,657
Total non interest bearing cash at end of year2013-12-31$86,016
Total non interest bearing cash at beginning of year2013-12-31$223,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-19,075
Value of net assets at end of year (total assets less liabilities)2013-12-31$36,328
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$55,403
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
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$224,307
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$892,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,136,991
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$101,682
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$193,716
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BARNES DENNIG & CO., LTD.
Accountancy firm EIN2013-12-31311119890
2012 : GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$193,716
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$87,903
Total income from all sources (including contributions)2012-12-31$1,693,008
Total of all expenses incurred2012-12-31$2,033,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,967,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,693,008
Value of total assets at end of year2012-12-31$249,119
Value of total assets at beginning of year2012-12-31$484,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$66,199
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$528,023
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$25,210
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$37,145
Administrative expenses (other) incurred2012-12-31$66,199
Total non interest bearing cash at end of year2012-12-31$223,909
Total non interest bearing cash at beginning of year2012-12-31$447,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-340,878
Value of net assets at end of year (total assets less liabilities)2012-12-31$55,403
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$396,281
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
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$260,458
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$1,164,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,707,229
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$193,716
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$87,903
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BARNES DENNIG & CO., LTD.
Accountancy firm EIN2012-12-31311119890
2011 : GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$87,903
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$102,125
Total income from all sources (including contributions)2011-12-31$1,622,057
Total of all expenses incurred2011-12-31$1,477,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,414,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,622,057
Value of total assets at end of year2011-12-31$484,184
Value of total assets at beginning of year2011-12-31$353,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$62,697
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$465,836
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$37,145
Administrative expenses (other) incurred2011-12-31$62,697
Total non interest bearing cash at end of year2011-12-31$447,039
Total non interest bearing cash at beginning of year2011-12-31$353,520
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$144,886
Value of net assets at end of year (total assets less liabilities)2011-12-31$396,281
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$251,395
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
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$224,500
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$1,156,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,189,974
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$87,903
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$102,125
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BARNES DENNIG & CO., LTD.
Accountancy firm EIN2011-12-31311119890

Form 5500 Responses for GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST

2022: GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes
2007: GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – General assets of the sponsorYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement – General assets of the sponsorYes
2005: GROTE ENTERPRISES LLC EMPLOYEE MEDICAL PLAN TRUST 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01First time form 5500 has been submittedYes
2005-01-01Plan funding arrangement – InsuranceYes
2005-01-01Plan funding arrangement – General assets of the sponsorYes
2005-01-01Plan benefit arrangement – InsuranceYes
2005-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 )
Policy contract numberOH2632
Policy instance 1
Insurance contract or identification numberOH2632
Number of Individuals Covered142
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $31,025
Total amount of fees paid to insurance companyUSD $1,713
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,025
Amount paid for insurance broker fees1713
Additional information about fees paid to insurance brokerFEES PAID
Insurance broker organization code?3
BERKLEY LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64890 )
Policy contract numberEMCL22100056002
Policy instance 2
Insurance contract or identification numberEMCL22100056002
Number of Individuals Covered142
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $10,687
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $356,238
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,687
Insurance broker organization code?3
BERKLEY LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64890 )
Policy contract numberL21100056001
Policy instance 1
Insurance contract or identification numberL21100056001
Number of Individuals Covered132
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $9,997
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $333,231
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,997
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number937424
Policy instance 1
Insurance contract or identification number937424
Number of Individuals Covered141
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $30,520
Total amount of fees paid to insurance companyUSD $12,533
Welfare Benefit Premiums Paid to CarrierUSD $406,932
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,347
Amount paid for insurance broker fees12533
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract number673295
Policy instance 1
Insurance contract or identification number673295
Number of Individuals Covered142
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $28,507
Total amount of fees paid to insurance companyUSD $1,305
Welfare Benefit Premiums Paid to CarrierUSD $452,474
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,507
Amount paid for insurance broker fees1305
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract number673295
Policy instance 1
Insurance contract or identification number673295
Number of Individuals Covered155
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $33,763
Total amount of fees paid to insurance companyUSD $1,733
Welfare Benefit Premiums Paid to CarrierUSD $436,484
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,763
Amount paid for insurance broker fees1733
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract number673295
Policy instance 1
Insurance contract or identification number673295
Number of Individuals Covered152
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $35,515
Total amount of fees paid to insurance companyUSD $1,320
Welfare Benefit Premiums Paid to CarrierUSD $390,425
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35,515
Amount paid for insurance broker fees1320
Insurance broker organization code?3
Insurance broker nameHORAN ASSOCIATES INC

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