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THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN 401k Plan overview

Plan NameTHE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN
Plan identification number 004

THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN Benefits

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

401k Sponsoring company profile

THE WILL-BURT COMPANY has sponsored the creation of one or more 401k plans.

Company Name:THE WILL-BURT COMPANY
Employer identification number (EIN):340620280
NAIC Classification:332900

Additional information about THE WILL-BURT COMPANY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1918-01-24
Company Identification Number: 47743
Legal Registered Office Address: 225 N MARKET ST
-
WOOSTER
United States of America (USA)
44691

More information about THE WILL-BURT COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01BRUCE INZETTA2023-10-10
0042021-01-01BRUCE INZETTA2022-10-16
0042020-01-01BRUCE INZETTA2021-09-24
0042019-01-01BRUCE INZETTA2020-09-22
0042018-01-01BRUCE INZETTA2019-10-10
0042018-01-01BRUCE INZETTA2019-12-15
0042017-01-01
0042016-01-01BRUCE INZETTA
0042015-01-01BRUCE INZETTA
0042014-01-01BRUCE INZETTA
0042013-01-01BRUCE INZETTA
0042012-01-01BRUCE INZETTA
0042009-01-01DEBORAH MALTA JEFFREY EVANS2010-10-14

Plan Statistics for THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN

401k plan membership statisitcs for THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN

Measure Date Value
2022: THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01419
Total number of active participants reported on line 7a of the Form 55002022-01-01270
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0197
Total of all active and inactive participants2022-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01367
Number of participants with account balances2022-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0125
2021: THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01395
Total number of active participants reported on line 7a of the Form 55002021-01-01271
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01142
Total of all active and inactive participants2021-01-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01414
Number of participants with account balances2021-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01377
Total number of active participants reported on line 7a of the Form 55002020-01-01265
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01127
Total of all active and inactive participants2020-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01392
Number of participants with account balances2020-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01341
Total number of active participants reported on line 7a of the Form 55002019-01-01275
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0196
Total of all active and inactive participants2019-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01371
Number of participants with account balances2019-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01358
Total number of active participants reported on line 7a of the Form 55002018-01-01262
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0187
Total of all active and inactive participants2018-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01349
Number of participants with account balances2018-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01350
Total number of active participants reported on line 7a of the Form 55002017-01-01264
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0189
Total of all active and inactive participants2017-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01355
Number of participants with account balances2017-01-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01364
Total number of active participants reported on line 7a of the Form 55002016-01-01266
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0183
Total of all active and inactive participants2016-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01349
Number of participants with account balances2016-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01373
Total number of active participants reported on line 7a of the Form 55002015-01-01293
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0170
Total of all active and inactive participants2015-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01364
Number of participants with account balances2015-01-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0116
2014: THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01322
Total number of active participants reported on line 7a of the Form 55002014-01-01310
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0157
Total of all active and inactive participants2014-01-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01368
Number of participants with account balances2014-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01364
Total number of active participants reported on line 7a of the Form 55002013-01-01265
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0155
Total of all active and inactive participants2013-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01322
Number of participants with account balances2013-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01325
Total number of active participants reported on line 7a of the Form 55002012-01-01320
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0140
Total of all active and inactive participants2012-01-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01361
Number of participants with account balances2012-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2009: THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01255
Total number of active participants reported on line 7a of the Form 55002009-01-01229
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0129
Total of all active and inactive participants2009-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01258
Number of participants with account balances2009-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN

Measure Date Value
2022 : THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,805,094
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,508,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,378,163
Value of total corrective distributions2022-12-31$41,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,699,468
Value of total assets at end of year2022-12-31$17,333,109
Value of total assets at beginning of year2022-12-31$20,646,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$88,355
Total interest from all sources2022-12-31$30,538
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$399,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$399,070
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,255,194
Participant contributions at end of year2022-12-31$308,582
Participant contributions at beginning of year2022-12-31$326,275
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$291,466
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,313,516
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,333,109
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,646,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,736,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,725,841
Interest on participant loans2022-12-31$13,839
Interest earned on other investments2022-12-31$16,699
Value of interest in common/collective trusts at end of year2022-12-31$6,457,619
Value of interest in common/collective trusts at beginning of year2022-12-31$7,829,532
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$830,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$764,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,803,764
Net investment gain or loss from common/collective trusts2022-12-31$-1,130,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$152,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,378,163
Contract administrator fees2022-12-31$88,355
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,983,660
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,509,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,364,631
Value of total corrective distributions2021-12-31$57,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,519,505
Value of total assets at end of year2021-12-31$20,646,625
Value of total assets at beginning of year2021-12-31$19,172,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$87,165
Total interest from all sources2021-12-31$32,444
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$630,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$630,283
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,196,817
Participant contributions at end of year2021-12-31$326,275
Participant contributions at beginning of year2021-12-31$363,505
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$178,561
Total non interest bearing cash at end of year2021-12-31$5
Total non interest bearing cash at beginning of year2021-12-31$12
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,474,362
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,646,625
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,172,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,725,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,950,826
Interest on participant loans2021-12-31$14,959
Interest earned on other investments2021-12-31$17,485
Value of interest in common/collective trusts at end of year2021-12-31$7,829,532
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$764,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$857,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$995,662
Net investment gain or loss from common/collective trusts2021-12-31$805,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$144,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,364,631
Contract administrator fees2021-12-31$87,165
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,096,689
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,241,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,164,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,373,835
Value of total assets at end of year2020-12-31$19,172,263
Value of total assets at beginning of year2020-12-31$17,316,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$76,733
Total interest from all sources2020-12-31$39,320
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$381,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$381,253
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,193,521
Participant contributions at end of year2020-12-31$363,505
Participant contributions at beginning of year2020-12-31$459,620
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$34,858
Total non interest bearing cash at end of year2020-12-31$12
Total non interest bearing cash at beginning of year2020-12-31$12
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,855,521
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,172,263
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,316,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,950,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,026,866
Interest on participant loans2020-12-31$19,619
Interest earned on other investments2020-12-31$19,701
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$857,920
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$830,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,302,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$145,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,164,435
Contract administrator fees2020-12-31$76,733
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,312,906
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,843,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,767,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,363,602
Value of total assets at end of year2019-12-31$17,316,742
Value of total assets at beginning of year2019-12-31$14,847,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$75,746
Total interest from all sources2019-12-31$39,168
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$891,097
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$891,097
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,173,309
Participant contributions at end of year2019-12-31$459,620
Participant contributions at beginning of year2019-12-31$319,550
Participant contributions at beginning of year2019-12-31$42,575
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$48,037
Total non interest bearing cash at end of year2019-12-31$12
Total non interest bearing cash at beginning of year2019-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,469,564
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,316,742
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,847,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,026,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,586,331
Interest on participant loans2019-12-31$16,898
Interest earned on other investments2019-12-31$22,270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$830,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$764,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,019,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$142,256
Employer contributions (assets) at beginning of year2019-12-31$133,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,767,596
Contract administrator fees2019-12-31$75,746
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$693,073
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,818,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,736,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,364,823
Value of total assets at end of year2018-12-31$14,843,247
Value of total assets at beginning of year2018-12-31$17,968,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$81,393
Total interest from all sources2018-12-31$32,300
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$893,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$893,337
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,074,540
Participant contributions at end of year2018-12-31$319,550
Participant contributions at beginning of year2018-12-31$342,604
Participant contributions at end of year2018-12-31$42,575
Participant contributions at beginning of year2018-12-31$35,342
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$30,614
Total non interest bearing cash at end of year2018-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,124,990
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,843,247
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,968,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,586,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,507,437
Interest on participant loans2018-12-31$13,288
Interest earned on other investments2018-12-31$19,012
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$764,760
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,082,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,597,387
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$259,669
Employer contributions (assets) at end of year2018-12-31$130,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,736,670
Contract administrator fees2018-12-31$81,393
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,360,650
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,018,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,922,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,027,931
Value of total assets at end of year2017-12-31$17,968,237
Value of total assets at beginning of year2017-12-31$17,626,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$96,392
Total interest from all sources2017-12-31$40,769
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$536,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$536,538
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,039,697
Participant contributions at end of year2017-12-31$342,604
Participant contributions at beginning of year2017-12-31$396,897
Participant contributions at end of year2017-12-31$35,342
Participant contributions at beginning of year2017-12-31$35,354
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$20,245
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$342,211
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,968,237
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,626,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$16,507,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$15,518,150
Interest on participant loans2017-12-31$11,275
Interest earned on other investments2017-12-31$29,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,082,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,675,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,755,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$-32,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,922,047
Contract administrator fees2017-12-31$96,392
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,004
Total income from all sources (including contributions)2016-12-31$2,303,341
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,082,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,021,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,106,574
Value of total assets at end of year2016-12-31$17,626,026
Value of total assets at beginning of year2016-12-31$17,412,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$61,225
Total interest from all sources2016-12-31$51,941
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$415,447
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$415,447
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,062,598
Participant contributions at end of year2016-12-31$396,897
Participant contributions at beginning of year2016-12-31$476,859
Participant contributions at end of year2016-12-31$35,354
Participant contributions at beginning of year2016-12-31$21,264
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$43,976
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$40,559
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$7,004
Total non interest bearing cash at beginning of year2016-12-31$7,986
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$220,746
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,626,026
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,405,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$15,518,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,619,895
Interest on participant loans2016-12-31$16,308
Interest earned on other investments2016-12-31$35,633
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,675,625
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,245,721
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$729,379
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,021,370
Contract administrator fees2016-12-31$61,225
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BOBER MARKEY FEDEROVICH
Accountancy firm EIN2016-12-31341523030
2015 : THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,004
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,769
Total income from all sources (including contributions)2015-12-31$1,601,738
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,647,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,589,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,956,107
Value of total assets at end of year2015-12-31$17,412,284
Value of total assets at beginning of year2015-12-31$17,454,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$57,818
Total interest from all sources2015-12-31$15,474
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$369,744
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$369,744
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,284,921
Participant contributions at end of year2015-12-31$476,859
Participant contributions at beginning of year2015-12-31$482,600
Participant contributions at end of year2015-12-31$21,264
Participant contributions at beginning of year2015-12-31$253
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$22,536
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$40,559
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$7,004
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$3,769
Total non interest bearing cash at end of year2015-12-31$7,986
Total non interest bearing cash at beginning of year2015-12-31$3,769
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-45,376
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,405,280
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,450,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,619,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,395,648
Interest on participant loans2015-12-31$15,474
Interest earned on other investments2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$1,572,155
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,245,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-739,587
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$648,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,589,296
Contract administrator fees2015-12-31$57,818
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BOBER MARKEY FEDEROVICH
Accountancy firm EIN2015-12-31341523030
2014 : THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,769
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,924
Total income from all sources (including contributions)2014-12-31$2,383,268
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,501,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,449,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,558,765
Value of total assets at end of year2014-12-31$17,454,425
Value of total assets at beginning of year2014-12-31$16,570,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$51,583
Total interest from all sources2014-12-31$17,585
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,026,546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,026,546
Administrative expenses professional fees incurred2014-12-31$51,583
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,100,684
Participant contributions at end of year2014-12-31$482,600
Participant contributions at beginning of year2014-12-31$475,003
Participant contributions at end of year2014-12-31$253
Participant contributions at beginning of year2014-12-31$48
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$44,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$3,769
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,924
Total non interest bearing cash at end of year2014-12-31$3,769
Total non interest bearing cash at beginning of year2014-12-31$1,924
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$881,803
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,450,656
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,568,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,395,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,485,771
Interest on participant loans2014-12-31$17,585
Value of interest in common/collective trusts at end of year2014-12-31$1,572,155
Value of interest in common/collective trusts at beginning of year2014-12-31$1,608,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-272,421
Net investment gain or loss from common/collective trusts2014-12-31$52,793
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$414,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,449,882
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BOBER MARKEY FEDOROVICH
Accountancy firm EIN2014-12-31341523030
2013 : THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,924
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,534
Total income from all sources (including contributions)2013-12-31$3,719,532
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,141,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,091,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,496,674
Value of total assets at end of year2013-12-31$16,570,777
Value of total assets at beginning of year2013-12-31$14,993,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$50,735
Total interest from all sources2013-12-31$18,437
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$723,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$723,936
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$939,106
Participant contributions at end of year2013-12-31$475,003
Participant contributions at beginning of year2013-12-31$457,035
Participant contributions at end of year2013-12-31$48
Participant contributions at beginning of year2013-12-31$177
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$211,865
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,924
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,534
Total non interest bearing cash at end of year2013-12-31$1,924
Total non interest bearing cash at beginning of year2013-12-31$2,534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,577,795
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,568,853
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,991,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,485,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,201,921
Interest on participant loans2013-12-31$18,437
Value of interest in common/collective trusts at end of year2013-12-31$1,608,031
Value of interest in common/collective trusts at beginning of year2013-12-31$1,331,925
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,356,057
Net investment gain or loss from common/collective trusts2013-12-31$124,428
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$345,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,091,002
Contract administrator fees2013-12-31$50,735
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
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BRUNER-COX, LLP
Accountancy firm EIN2013-12-31340641962
2012 : THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,534
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$34,040
Total income from all sources (including contributions)2012-12-31$3,001,007
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,044,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,999,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,381,203
Value of total assets at end of year2012-12-31$14,993,592
Value of total assets at beginning of year2012-12-31$14,068,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$44,880
Total interest from all sources2012-12-31$18,540
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$449,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$449,229
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$938,943
Participant contributions at end of year2012-12-31$457,035
Participant contributions at beginning of year2012-12-31$403,730
Participant contributions at end of year2012-12-31$177
Participant contributions at beginning of year2012-12-31$16,640
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$87,813
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$10,916
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,534
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$34,040
Total non interest bearing cash at end of year2012-12-31$2,534
Total non interest bearing cash at beginning of year2012-12-31$127
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$956,762
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,991,058
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,034,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$13,201,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,069,881
Interest on participant loans2012-12-31$18,540
Value of interest in common/collective trusts at end of year2012-12-31$1,331,925
Value of interest in common/collective trusts at beginning of year2012-12-31$1,449,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,075,826
Net investment gain or loss from common/collective trusts2012-12-31$76,209
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$354,447
Employer contributions (assets) at beginning of year2012-12-31$117,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,999,365
Contract administrator fees2012-12-31$44,880
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
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BRUNER-COX, LLP
Accountancy firm EIN2012-12-31340641962
2009 : THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN

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

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807694
Policy instance 1
Insurance contract or identification number807694
Number of Individuals Covered367
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807694
Policy instance 1
Insurance contract or identification number807694
Number of Individuals Covered414
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807694
Policy instance 1
Insurance contract or identification number807694
Number of Individuals Covered392
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807694
Policy instance 1
Insurance contract or identification number807694
Number of Individuals Covered371
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807694
Policy instance 1
Insurance contract or identification number807694
Number of Individuals Covered349
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807694
Policy instance 1
Insurance contract or identification number807694
Number of Individuals Covered355
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807694
Policy instance 1
Insurance contract or identification number807694
Number of Individuals Covered364
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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