MENTOR LUMBER & SUPPLY CO. has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022: OSCO 401K PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 112 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 98 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 13 |
| Total of all active and inactive participants | 2022-01-01 | 111 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 111 |
| Number of participants with account balances | 2022-01-01 | 110 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 3 |
| 2021: OSCO 401K PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 116 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 100 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 12 |
| Total of all active and inactive participants | 2021-01-01 | 112 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 112 |
| Number of participants with account balances | 2021-01-01 | 111 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 4 |
| 2020: OSCO 401K PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 111 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 103 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 13 |
| Total of all active and inactive participants | 2020-01-01 | 116 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 116 |
| Number of participants with account balances | 2020-01-01 | 115 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 5 |
| 2019: OSCO 401K PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 101 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 10 |
| Total of all active and inactive participants | 2019-01-01 | 111 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 111 |
| Number of participants with account balances | 2019-01-01 | 109 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
| 2018: OSCO 401K PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 44 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 8 |
| Total of all active and inactive participants | 2018-01-01 | 52 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 52 |
| Number of participants with account balances | 2018-01-01 | 52 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
| 2017: OSCO 401K PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 41 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 11 |
| Total of all active and inactive participants | 2017-01-01 | 52 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 52 |
| Number of participants with account balances | 2017-01-01 | 52 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 4 |
| 2016: OSCO 401K PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 45 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 9 |
| Total of all active and inactive participants | 2016-01-01 | 54 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 54 |
| Number of participants with account balances | 2016-01-01 | 54 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
| 2015: OSCO 401K PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 49 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 43 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 10 |
| Total of all active and inactive participants | 2015-01-01 | 53 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 53 |
| Number of participants with account balances | 2015-01-01 | 53 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
| 2014: OSCO 401K PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 43 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 6 |
| Total of all active and inactive participants | 2014-01-01 | 49 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 49 |
| Number of participants with account balances | 2014-01-01 | 49 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: OSCO 401K PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 21 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 5 |
| Total of all active and inactive participants | 2013-01-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 26 |
| Number of participants with account balances | 2013-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: OSCO 401K PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 26 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 6 |
| Total of all active and inactive participants | 2012-01-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 32 |
| Number of participants with account balances | 2012-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: OSCO 401K PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 30 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
| Total of all active and inactive participants | 2011-01-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 35 |
| Number of participants with account balances | 2011-01-01 | 35 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: OSCO 401K PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 64 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 41 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 16 |
| Total of all active and inactive participants | 2009-01-01 | 57 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 57 |
| Number of participants with account balances | 2009-01-01 | 57 |
| Measure | Date | Value |
|---|
| 2022 : OSCO 401K PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $180,268 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,899,878 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $1,870,202 |
| Total plan assets at end of year | 2022-12-31 | $14,836,920 |
| Total plan assets at beginning of year | 2022-12-31 | $16,556,530 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $297,806 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $29,676 |
| Other income received | 2022-12-31 | $-1,324,120 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,719,610 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $14,836,920 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $16,556,530 |
| Assets. Value of participant loans | 2022-12-31 | $59,433 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $1,206,582 |
| 2021 : OSCO 401K PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $2,208,109 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $3,082,628 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $3,057,978 |
| Total plan assets at end of year | 2021-12-31 | $16,556,530 |
| Total plan assets at beginning of year | 2021-12-31 | $17,431,049 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $277,699 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $24,650 |
| Other income received | 2021-12-31 | $831,165 |
| Net income (gross income less expenses) | 2021-12-31 | $-874,519 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $16,556,530 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $17,431,049 |
| Assets. Value of participant loans | 2021-12-31 | $15,707 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $1,099,245 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : OSCO 401K PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $2,608,907 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $1,924,030 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $1,895,165 |
| Total plan assets at end of year | 2020-12-31 | $17,431,049 |
| Total plan assets at beginning of year | 2020-12-31 | $16,746,172 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $250,260 |
| Other income received | 2020-12-31 | $1,329,108 |
| Net income (gross income less expenses) | 2020-12-31 | $684,877 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $17,431,049 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $16,746,172 |
| Assets. Value of participant loans | 2020-12-31 | $30,813 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $1,029,539 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $28,865 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : OSCO 401K PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $11,766,512 |
| Total income from all sources | 2019-12-31 | $2,495,149 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $216,894 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $216,894 |
| Total plan assets at end of year | 2019-12-31 | $16,746,172 |
| Total plan assets at beginning of year | 2019-12-31 | $2,701,405 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $260,945 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $41,933 |
| Other income received | 2019-12-31 | $1,147,535 |
| Net income (gross income less expenses) | 2019-12-31 | $2,278,255 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $16,746,172 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,701,405 |
| Assets. Value of participant loans | 2019-12-31 | $54,019 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $1,044,736 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : OSCO 401K PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $167,145 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $36,172 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $29,788 |
| Total plan assets at end of year | 2018-12-31 | $2,701,405 |
| Total plan assets at beginning of year | 2018-12-31 | $2,570,432 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $88,858 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $6,384 |
| Other income received | 2018-12-31 | $-48,333 |
| Net income (gross income less expenses) | 2018-12-31 | $130,973 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,701,405 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,570,432 |
| Assets. Value of participant loans | 2018-12-31 | $11,073 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $126,620 |
| 2017 : OSCO 401K PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $277,838 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $12,345 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $5,924 |
| Total plan assets at end of year | 2017-12-31 | $2,570,432 |
| Total plan assets at beginning of year | 2017-12-31 | $2,304,939 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $64,343 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $6,421 |
| Other income received | 2017-12-31 | $146,414 |
| Net income (gross income less expenses) | 2017-12-31 | $265,493 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,570,432 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,304,939 |
| Assets. Value of participant loans | 2017-12-31 | $16,950 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $67,081 |
| 2016 : OSCO 401K PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $106,954 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $127,880 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $121,448 |
| Total plan assets at end of year | 2016-12-31 | $2,304,939 |
| Total plan assets at beginning of year | 2016-12-31 | $2,325,865 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $52,617 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $6,432 |
| Other income received | 2016-12-31 | $54,337 |
| Net income (gross income less expenses) | 2016-12-31 | $-20,926 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,304,939 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,325,865 |
| Assets. Value of participant loans | 2016-12-31 | $13,719 |
| 2015 : OSCO 401K PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $115,630 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $100,049 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $93,521 |
| Total plan assets at end of year | 2015-12-31 | $2,325,865 |
| Total plan assets at beginning of year | 2015-12-31 | $2,310,284 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $39,146 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $6,528 |
| Other income received | 2015-12-31 | $16,484 |
| Net income (gross income less expenses) | 2015-12-31 | $15,581 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,325,865 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,310,284 |
| Assets. Value of participant loans | 2015-12-31 | $32,896 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $60,000 |
| 2014 : OSCO 401K PLAN 2014 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2014-12-31 | $19 |
| Total income from all sources | 2014-12-31 | $133,405 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $8,643 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $2,747 |
| Total plan assets at end of year | 2014-12-31 | $2,310,284 |
| Total plan assets at beginning of year | 2014-12-31 | $2,185,541 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $30,847 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $5,896 |
| Other income received | 2014-12-31 | $62,558 |
| Net income (gross income less expenses) | 2014-12-31 | $124,762 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,310,284 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,185,522 |
| Assets. Value of participant loans | 2014-12-31 | $40,668 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $40,000 |
| 2013 : OSCO 401K PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $19 |
| Total plan liabilities at beginning of year | 2013-12-31 | $5,563 |
| Total income from all sources | 2013-12-31 | $179,518 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $565,139 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $557,799 |
| Total plan assets at end of year | 2013-12-31 | $2,185,541 |
| Total plan assets at beginning of year | 2013-12-31 | $2,576,706 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $25,996 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $7,340 |
| Other income received | 2013-12-31 | $153,522 |
| Net income (gross income less expenses) | 2013-12-31 | $-385,621 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,185,522 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,571,143 |
| Assets. Value of participant loans | 2013-12-31 | $60,266 |
| 2012 : OSCO 401K PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $5,563 |
| Total income from all sources | 2012-12-31 | $165,478 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $247,281 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $208,654 |
| Total plan assets at end of year | 2012-12-31 | $2,576,706 |
| Total plan assets at beginning of year | 2012-12-31 | $2,652,946 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $27,903 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $7,525 |
| Other income received | 2012-12-31 | $137,575 |
| Net income (gross income less expenses) | 2012-12-31 | $-81,803 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,571,143 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,652,946 |
| Assets. Value of participant loans | 2012-12-31 | $39,350 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $31,102 |
| 2011 : OSCO 401K PLAN 2011 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2011-12-31 | $7,101 |
| Total income from all sources | 2011-12-31 | $39,287 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $629,099 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $621,281 |
| Total plan assets at end of year | 2011-12-31 | $2,652,946 |
| Total plan assets at beginning of year | 2011-12-31 | $3,249,859 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $31,569 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $7,818 |
| Other income received | 2011-12-31 | $7,718 |
| Net income (gross income less expenses) | 2011-12-31 | $-589,812 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,652,946 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,242,758 |
| Assets. Value of participant loans | 2011-12-31 | $82,582 |
| 2010 : OSCO 401K PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $7,101 |
| Total income from all sources | 2010-12-31 | $249,603 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,036,126 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $986,295 |
| Total plan assets at end of year | 2010-12-31 | $3,249,859 |
| Total plan assets at beginning of year | 2010-12-31 | $4,029,281 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $45,993 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $9,328 |
| Other income received | 2010-12-31 | $203,610 |
| Net income (gross income less expenses) | 2010-12-31 | $-786,523 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,242,758 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,029,281 |
| Assets. Value of participant loans | 2010-12-31 | $77,657 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $40,503 |
| 2022: OSCO 401K PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Mulitple employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: OSCO 401K PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Mulitple employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: OSCO 401K PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Mulitple employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: OSCO 401K PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Mulitple employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: OSCO 401K PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: OSCO 401K PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: OSCO 401K PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: OSCO 401K PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: OSCO 401K PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | Yes |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: OSCO 401K PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | Yes |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: OSCO 401K PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: OSCO 401K PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: OSCO 401K PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | PO1897 |
| Policy instance | 1 |
| Insurance contract or identification number | PO1897 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Are there contracts with allocated funds for individual policies? | 1 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 | | Insurance broker organization code? | 3 |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | PO1897 |
| Policy instance | 1 |
| Insurance contract or identification number | PO1897 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Are there contracts with allocated funds for individual policies? | 1 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 | | Insurance broker organization code? | 3 |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | PO1897 |
| Policy instance | 1 |
| Insurance contract or identification number | PO1897 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Are there contracts with allocated funds for individual policies? | 1 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 | | Insurance broker organization code? | 3 |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | PO1897 |
| Policy instance | 1 |
| Insurance contract or identification number | PO1897 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $0 | | Insurance broker organization code? | 3 |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | PO1897 |
| Policy instance | 1 |
| Insurance contract or identification number | PO1897 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | PO1897 |
| Policy instance | 1 |
| Insurance contract or identification number | PO1897 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | BAKER DAVID CHARLES |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | PO1897 |
| Policy instance | 1 |
| Insurance contract or identification number | PO1897 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | BAKER DAVID CHARLES |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | PO1897 |
| Policy instance | 1 |
| Insurance contract or identification number | PO1897 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | BAKER DAVID CHARLES |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | PO1897 |
| Policy instance | 1 |
| Insurance contract or identification number | PO1897 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | BAKER DAVID CHARLES |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | PO1897 |
| Policy instance | 1 |
| Insurance contract or identification number | PO1897 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | BAKER DAVID CHARLES |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | PO1897 |
| Policy instance | 1 |
| Insurance contract or identification number | PO1897 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | PO1897 |
| Policy instance | 1 |
| Insurance contract or identification number | PO1897 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | BAKER DAVID CHARLES |
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