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MICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST 401k Plan overview

Plan NameMICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST
Plan identification number 001

MICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST 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.

401k Sponsoring company profile

MICELI DAIRY PRODUCTS COMPANY has sponsored the creation of one or more 401k plans.

Company Name:MICELI DAIRY PRODUCTS COMPANY
Employer identification number (EIN):340843026
NAIC Classification:311500
NAIC Description: Dairy Product Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JONATHAN MICELI2023-10-13
0012021-01-01JONATHAN MICELI2022-10-14
0012020-01-01JONATHAN MICELI2021-10-11
0012019-01-01JONATHAN MICELI2020-10-12
0012018-01-01JONATHAN MICELI2019-09-30
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ROSEMARIE SURACE
0012011-01-01JOHN MICELI
0012010-01-01ROSEMARIE SURACE
0012009-01-01ROSEMARIE SURACE ROSEMARIE SURACE2010-09-29

Plan Statistics for MICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST

401k plan membership statisitcs for MICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST

Measure Date Value
2022: MICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01215
Total number of active participants reported on line 7a of the Form 55002022-01-01190
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0128
Total of all active and inactive participants2022-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01219
Number of participants with account balances2022-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0114
2021: MICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01165
Total number of active participants reported on line 7a of the Form 55002021-01-01165
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0114
Total of all active and inactive participants2021-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01179
Number of participants with account balances2021-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0119
2020: MICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01161
Total number of active participants reported on line 7a of the Form 55002020-01-01151
Number of other retired or separated participants entitled to future benefits2020-01-0113
Total of all active and inactive participants2020-01-01164
Total participants2020-01-01164
Number of participants with account balances2020-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: MICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01164
Total number of active participants reported on line 7a of the Form 55002019-01-01144
Number of other retired or separated participants entitled to future benefits2019-01-0119
Total of all active and inactive participants2019-01-01163
Total participants2019-01-01163
Number of participants with account balances2019-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0116
2018: MICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01169
Total number of active participants reported on line 7a of the Form 55002018-01-01147
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01154
Number of participants with account balances2018-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: MICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01170
Total number of active participants reported on line 7a of the Form 55002017-01-01150
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0117
Total of all active and inactive participants2017-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01167
Number of participants with account balances2017-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0117
2016: MICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01183
Total number of active participants reported on line 7a of the Form 55002016-01-01155
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01172
Total participants2016-01-01172
Number of participants with account balances2016-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0114
2015: MICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01162
Total number of active participants reported on line 7a of the Form 55002015-01-01161
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0119
Total of all active and inactive participants2015-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01180
Number of participants with account balances2015-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: MICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01239
Total number of active participants reported on line 7a of the Form 55002014-01-01139
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0179
Total of all active and inactive participants2014-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01221
Number of participants with account balances2014-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: MICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01233
Total number of active participants reported on line 7a of the Form 55002013-01-01153
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0182
Total of all active and inactive participants2013-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01238
Number of participants with account balances2013-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: MICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01259
Total number of active participants reported on line 7a of the Form 55002012-01-01147
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0186
Total of all active and inactive participants2012-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01233
Number of participants with account balances2012-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: MICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01169
Total number of active participants reported on line 7a of the Form 55002011-01-01226
Number of other retired or separated participants entitled to future benefits2011-01-0131
Total of all active and inactive participants2011-01-01257
Total participants2011-01-01257
Number of participants with account balances2011-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2010: MICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01199
Total number of active participants reported on line 7a of the Form 55002010-01-01133
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0134
Total of all active and inactive participants2010-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01167
Number of participants with account balances2010-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: MICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01191
Total number of active participants reported on line 7a of the Form 55002009-01-01137
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0158
Total of all active and inactive participants2009-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01195
Number of participants with account balances2009-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on MICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST

Measure Date Value
2022 : MICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$16,356
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,337
Total income from all sources (including contributions)2022-12-31$-1,774,195
Total of all expenses incurred2022-12-31$1,264,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,219,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$904,875
Value of total assets at end of year2022-12-31$10,846,383
Value of total assets at beginning of year2022-12-31$13,872,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$44,718
Total interest from all sources2022-12-31$16,763
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$112,300
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$112,300
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$568,394
Participant contributions at end of year2022-12-31$334,806
Participant contributions at beginning of year2022-12-31$441,673
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$16,356
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$3,337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,038,854
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,830,027
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,868,881
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$5,070,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,130,276
Value of interest in pooled separate accounts at end of year2022-12-31$1,073,104
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,162,070
Interest on participant loans2022-12-31$16,763
Interest earned on other investments2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$4,168,139
Value of interest in common/collective trusts at beginning of year2022-12-31$5,138,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,947,246
Net investment gain/loss from pooled separate accounts2022-12-31$-24,428
Net investment gain or loss from common/collective trusts2022-12-31$-836,459
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$336,481
Employer contributions (assets) at end of year2022-12-31$200,000
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,219,941
Contract administrator fees2022-12-31$44,718
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 name2022-12-31MARCUM LLP
Accountancy firm EIN2022-12-31111986323
2021 : MICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,337
Total income from all sources (including contributions)2021-12-31$2,692,468
Total of all expenses incurred2021-12-31$1,614,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,549,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$816,062
Value of total assets at end of year2021-12-31$13,872,218
Value of total assets at beginning of year2021-12-31$12,790,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$64,825
Total interest from all sources2021-12-31$18,973
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$213,526
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$213,526
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$580,034
Participant contributions at end of year2021-12-31$441,673
Participant contributions at beginning of year2021-12-31$427,360
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$3,337
Other income not declared elsewhere2021-12-31$1,709
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$1,078,076
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,868,881
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,790,805
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$7,130,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,299,279
Value of interest in pooled separate accounts at end of year2021-12-31$1,162,070
Value of interest in pooled separate accounts at beginning of year2021-12-31$611,978
Interest on participant loans2021-12-31$18,973
Value of interest in common/collective trusts at end of year2021-12-31$5,138,199
Value of interest in common/collective trusts at beginning of year2021-12-31$4,452,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$909,744
Net investment gain/loss from pooled separate accounts2021-12-31$128,250
Net investment gain or loss from common/collective trusts2021-12-31$604,204
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$236,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,549,567
Contract administrator fees2021-12-31$64,825
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 name2021-12-31MARCUM LLP
Accountancy firm EIN2021-12-31111986323
2020 : MICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$288
Total income from all sources (including contributions)2020-12-31$2,711,178
Total of all expenses incurred2020-12-31$780,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$727,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$641,231
Value of total assets at end of year2020-12-31$12,777,581
Value of total assets at beginning of year2020-12-31$10,847,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$52,842
Total interest from all sources2020-12-31$23,522
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$139,143
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$139,143
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$503,682
Participant contributions at end of year2020-12-31$414,136
Participant contributions at beginning of year2020-12-31$378,951
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$6,254
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$13,284
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$288
Other income not declared elsewhere2020-12-31$5,525
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$1,930,584
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,777,581
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,846,997
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$7,299,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,853,144
Value of interest in pooled separate accounts at end of year2020-12-31$611,978
Value of interest in pooled separate accounts at beginning of year2020-12-31$351,419
Interest on participant loans2020-12-31$23,522
Value of interest in common/collective trusts at end of year2020-12-31$4,452,188
Value of interest in common/collective trusts at beginning of year2020-12-31$4,255,827
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$575,541
Net investment gain/loss from pooled separate accounts2020-12-31$100,043
Net investment gain or loss from common/collective trusts2020-12-31$1,226,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$124,265
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$1,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$727,752
Contract administrator fees2020-12-31$52,842
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MARCUM, LLP
Accountancy firm EIN2020-12-31111986323
2019 : MICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$288
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,136
Total income from all sources (including contributions)2019-12-31$2,795,237
Total of all expenses incurred2019-12-31$1,238,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,189,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$587,265
Value of total assets at end of year2019-12-31$10,847,285
Value of total assets at beginning of year2019-12-31$9,293,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$49,796
Total interest from all sources2019-12-31$18,688
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$139,142
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$139,142
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$472,566
Participant contributions at end of year2019-12-31$378,951
Participant contributions at beginning of year2019-12-31$335,678
Participant contributions at end of year2019-12-31$6,254
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$288
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$3,136
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,556,274
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,846,997
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,290,723
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$5,853,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,945,933
Value of interest in pooled separate accounts at end of year2019-12-31$351,419
Value of interest in pooled separate accounts at beginning of year2019-12-31$282,200
Interest on participant loans2019-12-31$18,688
Value of interest in common/collective trusts at end of year2019-12-31$4,255,827
Value of interest in common/collective trusts at beginning of year2019-12-31$3,730,048
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,312,092
Net investment gain/loss from pooled separate accounts2019-12-31$69,350
Net investment gain or loss from common/collective trusts2019-12-31$668,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$114,699
Employer contributions (assets) at end of year2019-12-31$1,690
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,189,167
Contract administrator fees2019-12-31$49,796
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 name2019-12-31MARCUM LLP
Accountancy firm EIN2019-12-31111986323
2018 : MICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,136
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$17,890
Total income from all sources (including contributions)2018-12-31$82,286
Total of all expenses incurred2018-12-31$1,135,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,086,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$629,165
Value of total assets at end of year2018-12-31$9,293,859
Value of total assets at beginning of year2018-12-31$10,362,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$49,051
Total interest from all sources2018-12-31$17,311
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$157,445
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$157,445
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$509,454
Participant contributions at end of year2018-12-31$335,678
Participant contributions at beginning of year2018-12-31$313,490
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$12,441
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$3,136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$17,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,053,527
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,290,723
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,344,250
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$4,945,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,621,368
Value of interest in pooled separate accounts at end of year2018-12-31$282,200
Value of interest in pooled separate accounts at beginning of year2018-12-31$229,144
Interest on participant loans2018-12-31$17,311
Value of interest in common/collective trusts at end of year2018-12-31$3,730,048
Value of interest in common/collective trusts at beginning of year2018-12-31$4,112,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-400,232
Net investment gain/loss from pooled separate accounts2018-12-31$-41,988
Net investment gain or loss from common/collective trusts2018-12-31$-279,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$119,711
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$73,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,086,762
Contract administrator fees2018-12-31$49,051
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SKODA MINOTTI
Accountancy firm EIN2018-12-31341945206
2017 : MICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$17,890
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$14,181
Total income from all sources (including contributions)2017-12-31$2,170,415
Total of all expenses incurred2017-12-31$714,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$670,828
Expenses. Certain deemed distributions of participant loans2017-12-31$-2,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$648,177
Value of total assets at end of year2017-12-31$10,362,140
Value of total assets at beginning of year2017-12-31$8,902,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$46,587
Total interest from all sources2017-12-31$12,525
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$131,348
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$131,348
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$469,342
Participant contributions at end of year2017-12-31$313,490
Participant contributions at beginning of year2017-12-31$306,763
Participant contributions at end of year2017-12-31$12,441
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$17,890
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$14,181
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$1,455,995
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,344,250
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,888,255
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$5,621,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,435,837
Value of interest in pooled separate accounts at end of year2017-12-31$229,144
Value of interest in pooled separate accounts at beginning of year2017-12-31$285,210
Interest on participant loans2017-12-31$12,525
Value of interest in common/collective trusts at end of year2017-12-31$4,112,526
Value of interest in common/collective trusts at beginning of year2017-12-31$3,804,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$757,470
Net investment gain/loss from pooled separate accounts2017-12-31$41,084
Net investment gain or loss from common/collective trusts2017-12-31$579,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$178,835
Employer contributions (assets) at end of year2017-12-31$73,171
Employer contributions (assets) at beginning of year2017-12-31$70,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$670,828
Contract administrator fees2017-12-31$46,587
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 name2017-12-31SKODA MINOTTI
Accountancy firm EIN2017-12-31341945206
2016 : MICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$14,181
Total income from all sources (including contributions)2016-12-31$1,231,554
Total of all expenses incurred2016-12-31$208,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$168,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$603,233
Value of total assets at end of year2016-12-31$8,902,436
Value of total assets at beginning of year2016-12-31$7,865,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$40,331
Total interest from all sources2016-12-31$11,346
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$95,082
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$95,082
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$429,160
Participant contributions at end of year2016-12-31$306,763
Participant contributions at beginning of year2016-12-31$201,724
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$5,298
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$14,181
Other income not declared elsewhere2016-12-31$1,362
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$904
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$1,022,756
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,888,255
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,865,499
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$4,435,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,419,478
Value of interest in pooled separate accounts at end of year2016-12-31$285,210
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,758
Interest on participant loans2016-12-31$11,346
Value of interest in common/collective trusts at end of year2016-12-31$3,804,626
Value of interest in common/collective trusts at beginning of year2016-12-31$4,159,982
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$248,533
Net investment gain/loss from pooled separate accounts2016-12-31$36,958
Net investment gain or loss from common/collective trusts2016-12-31$235,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$174,073
Employer contributions (assets) at end of year2016-12-31$70,000
Employer contributions (assets) at beginning of year2016-12-31$71,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$168,467
Contract administrator fees2016-12-31$40,331
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31SKODA MINOTTI
Accountancy firm EIN2016-12-31341945206
2015 : MICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$12,222
Total income from all sources (including contributions)2015-12-31$586,091
Total of all expenses incurred2015-12-31$222,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$174,824
Expenses. Certain deemed distributions of participant loans2015-12-31$16,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$533,784
Value of total assets at end of year2015-12-31$7,865,499
Value of total assets at beginning of year2015-12-31$7,514,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$31,742
Total interest from all sources2015-12-31$8,497
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$66,878
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$66,878
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$369,941
Participant contributions at end of year2015-12-31$201,724
Participant contributions at beginning of year2015-12-31$187,519
Participant contributions at end of year2015-12-31$5,298
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$12,222
Total non interest bearing cash at end of year2015-12-31$904
Total non interest bearing cash at beginning of year2015-12-31$186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$363,306
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,865,499
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,502,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$29,671
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,419,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,558,556
Value of interest in pooled separate accounts at end of year2015-12-31$4,758
Interest on participant loans2015-12-31$8,497
Value of interest in common/collective trusts at end of year2015-12-31$4,159,982
Value of interest in common/collective trusts at beginning of year2015-12-31$699,311
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-33,512
Net investment gain/loss from pooled separate accounts2015-12-31$-24
Net investment gain or loss from common/collective trusts2015-12-31$10,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$163,843
Employer contributions (assets) at end of year2015-12-31$71,384
Employer contributions (assets) at beginning of year2015-12-31$68,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$174,824
Contract administrator fees2015-12-31$2,071
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31SKODA MINOTTI
Accountancy firm EIN2015-12-31341945206
2014 : MICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$12,222
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$11,020
Total income from all sources (including contributions)2014-12-31$836,025
Total of all expenses incurred2014-12-31$487,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$437,236
Expenses. Certain deemed distributions of participant loans2014-12-31$20,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$500,627
Value of total assets at end of year2014-12-31$7,514,415
Value of total assets at beginning of year2014-12-31$7,164,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$29,931
Total interest from all sources2014-12-31$9,955
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$67,480
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$67,480
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$336,679
Participant contributions at end of year2014-12-31$187,519
Participant contributions at beginning of year2014-12-31$200,095
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$12,222
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$11,020
Administrative expenses (other) incurred2014-12-31$29,931
Total non interest bearing cash at end of year2014-12-31$186
Total non interest bearing cash at beginning of year2014-12-31$184
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$348,692
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,502,193
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,153,501
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$6,558,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,275,073
Interest on participant loans2014-12-31$9,955
Value of interest in common/collective trusts at end of year2014-12-31$699,311
Value of interest in common/collective trusts at beginning of year2014-12-31$619,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$221,602
Net investment gain or loss from common/collective trusts2014-12-31$36,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$163,948
Employer contributions (assets) at end of year2014-12-31$68,843
Employer contributions (assets) at beginning of year2014-12-31$70,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$437,236
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 name2014-12-31SKODA MINOTTI
Accountancy firm EIN2014-12-31341945206
2013 : MICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$11,020
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$12,733
Total income from all sources (including contributions)2013-12-31$1,750,615
Total of all expenses incurred2013-12-31$286,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$234,818
Expenses. Certain deemed distributions of participant loans2013-12-31$24,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$488,101
Value of total assets at end of year2013-12-31$7,164,521
Value of total assets at beginning of year2013-12-31$5,702,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$26,791
Total interest from all sources2013-12-31$7,557
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$343,989
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$343,989
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$337,933
Participant contributions at end of year2013-12-31$200,095
Participant contributions at beginning of year2013-12-31$149,621
Participant contributions at beginning of year2013-12-31$6,717
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$11,020
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$12,733
Administrative expenses (other) incurred2013-12-31$26,791
Total non interest bearing cash at end of year2013-12-31$184
Total non interest bearing cash at beginning of year2013-12-31$344
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$1,464,167
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,153,501
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,689,334
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$6,275,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,034,841
Interest on participant loans2013-12-31$7,557
Value of interest in common/collective trusts at end of year2013-12-31$619,169
Value of interest in common/collective trusts at beginning of year2013-12-31$439,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$862,377
Net investment gain or loss from common/collective trusts2013-12-31$48,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$150,168
Employer contributions (assets) at end of year2013-12-31$70,000
Employer contributions (assets) at beginning of year2013-12-31$71,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$234,818
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 name2013-12-31SKODA MINOTTI
Accountancy firm EIN2013-12-31341945206
2012 : MICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$12,733
Total income from all sources (including contributions)2012-12-31$1,207,480
Total of all expenses incurred2012-12-31$178,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$154,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$478,717
Value of total assets at end of year2012-12-31$5,702,067
Value of total assets at beginning of year2012-12-31$4,660,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$24,279
Total interest from all sources2012-12-31$5,031
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$166,224
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$166,224
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$317,630
Participant contributions at end of year2012-12-31$149,621
Participant contributions at beginning of year2012-12-31$121,907
Participant contributions at end of year2012-12-31$6,717
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$13,514
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$12,733
Administrative expenses (other) incurred2012-12-31$24,279
Total non interest bearing cash at end of year2012-12-31$344
Total non interest bearing cash at beginning of year2012-12-31$26
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$1,028,726
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,689,334
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,660,608
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$5,034,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,052,189
Interest on participant loans2012-12-31$5,031
Value of interest in common/collective trusts at end of year2012-12-31$439,387
Value of interest in common/collective trusts at beginning of year2012-12-31$416,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$545,999
Net investment gain or loss from common/collective trusts2012-12-31$11,509
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$147,573
Employer contributions (assets) at end of year2012-12-31$71,157
Employer contributions (assets) at beginning of year2012-12-31$70,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$154,475
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 name2012-12-31SKODA MINOTTI
Accountancy firm EIN2012-12-31341945206
2011 : MICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$151,983
Total of all expenses incurred2011-12-31$289,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$260,609
Value of total corrective distributions2011-12-31$9,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$394,525
Value of total assets at end of year2011-12-31$4,660,608
Value of total assets at beginning of year2011-12-31$4,797,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,344
Total interest from all sources2011-12-31$5,632
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$55,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$55,089
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$260,803
Participant contributions at end of year2011-12-31$121,907
Participant contributions at beginning of year2011-12-31$94,706
Participant contributions at beginning of year2011-12-31$5,044
Administrative expenses (other) incurred2011-12-31$19,344
Total non interest bearing cash at end of year2011-12-31$26
Total non interest bearing cash at beginning of year2011-12-31$489
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-137,129
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,660,608
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,797,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,052,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,215,458
Interest on participant loans2011-12-31$4,747
Interest earned on other investments2011-12-31$885
Value of interest in common/collective trusts at end of year2011-12-31$416,486
Value of interest in common/collective trusts at beginning of year2011-12-31$411,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-313,951
Net investment gain or loss from common/collective trusts2011-12-31$10,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$133,722
Employer contributions (assets) at end of year2011-12-31$70,000
Employer contributions (assets) at beginning of year2011-12-31$70,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$260,609
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SKODA MINOTTI
Accountancy firm EIN2011-12-31341945206
2010 : MICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,048,675
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$122,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$110,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$443,232
Value of total assets at end of year2010-12-31$4,797,737
Value of total assets at beginning of year2010-12-31$3,871,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,258
Total interest from all sources2010-12-31$7,215
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$35,025
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$35,025
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$261,397
Participant contributions at end of year2010-12-31$94,706
Participant contributions at beginning of year2010-12-31$103,810
Participant contributions at end of year2010-12-31$5,044
Other income not declared elsewhere2010-12-31$543
Administrative expenses (other) incurred2010-12-31$12,258
Total non interest bearing cash at end of year2010-12-31$489
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$926,278
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,797,737
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,871,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,830,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,554,234
Value of interest in pooled separate accounts at end of year2010-12-31$384,846
Interest on participant loans2010-12-31$7,215
Value of interest in common/collective trusts at end of year2010-12-31$411,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$213,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$543,623
Net investment gain or loss from common/collective trusts2010-12-31$19,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$181,835
Employer contributions (assets) at end of year2010-12-31$70,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$110,139
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SKODA MINOTTI
Accountancy firm EIN2010-12-31341945206

Form 5500 Responses for MICELI DAIRY PRODUCTS CO. 401(K) PLAN AND TRUST

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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number622540
Policy instance 2
Insurance contract or identification number622540
Number of Individuals Covered219
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $653
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $653
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered219
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,555
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,555
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number622540
Policy instance 2
Insurance contract or identification number622540
Number of Individuals Covered179
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,414
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,414
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered179
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,005
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,005
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number622540
Policy instance 2
Insurance contract or identification number622540
Number of Individuals Covered164
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $888
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $888
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered164
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $145
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $145
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number622540
Policy instance 2
Insurance contract or identification number622540
Number of Individuals Covered163
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $770
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $770
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered163
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $20
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number622540
Policy instance 2
Insurance contract or identification number622540
Number of Individuals Covered154
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $751
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $751
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered154
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 unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number622540
Policy instance 2
Insurance contract or identification number622540
Number of Individuals Covered167
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $592
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $592
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered167
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 unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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