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MERRITT WOODWORK 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMERRITT WOODWORK 401(K) PROFIT SHARING PLAN
Plan identification number 001

MERRITT WOODWORK 401(K) PROFIT SHARING 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

PROFAC, INC. DBA MERRITT WOODWORK has sponsored the creation of one or more 401k plans.

Company Name:PROFAC, INC. DBA MERRITT WOODWORK
Employer identification number (EIN):341107300
NAIC Classification:337000

Additional information about PROFAC, INC. DBA MERRITT WOODWORK

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1972-03-24
Company Identification Number: 422725
Legal Registered Office Address: 37525 ROGERS RD
-
WILLOUGHBY HILLS
United States of America (USA)
44094

More information about PROFAC, INC. DBA MERRITT WOODWORK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERRITT WOODWORK 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01CHAD EMMERICH2021-08-31
0012019-01-01CHAD EMMERICH2020-07-31
0012018-01-01CHAD EMMERICH2019-07-25 G. MICHAEL MERRITT2019-07-26
0012017-01-01
0012016-01-01
0012015-01-01MICHAEL MERRITT
0012014-01-01G MICHAEL MERRITT
0012013-01-01G MICHAEL MERRITT
0012012-01-01G. MICHAEL MERRITT G. MICHAEL MERRITT2013-10-11
0012011-01-01G. MICHAEL MERRITT
0012010-01-01G. MICHAEL MERRITT2011-07-28

Plan Statistics for MERRITT WOODWORK 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MERRITT WOODWORK 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: MERRITT WOODWORK 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01151
Total number of active participants reported on line 7a of the Form 55002022-01-01127
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0127
Total of all active and inactive participants2022-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01156
Number of participants with account balances2022-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: MERRITT WOODWORK 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01162
Total number of active participants reported on line 7a of the Form 55002021-01-01125
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0120
Total of all active and inactive participants2021-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01146
Number of participants with account balances2021-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: MERRITT WOODWORK 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01154
Total number of active participants reported on line 7a of the Form 55002020-01-01135
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0123
Total of all active and inactive participants2020-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01158
Number of participants with account balances2020-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: MERRITT WOODWORK 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01139
Total number of active participants reported on line 7a of the Form 55002019-01-01118
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0134
Total of all active and inactive participants2019-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01152
Number of participants with account balances2019-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: MERRITT WOODWORK 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01120
Total number of active participants reported on line 7a of the Form 55002018-01-01115
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0121
Total of all active and inactive participants2018-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01136
Number of participants with account balances2018-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: MERRITT WOODWORK 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01109
Total number of active participants reported on line 7a of the Form 55002017-01-0198
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01113
Number of participants with account balances2017-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: MERRITT WOODWORK 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01113
Total number of active participants reported on line 7a of the Form 55002016-01-0194
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01104
Number of participants with account balances2016-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: MERRITT WOODWORK 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01105
Total number of active participants reported on line 7a of the Form 55002015-01-0188
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0120
Total of all active and inactive participants2015-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01108
Number of participants with account balances2015-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MERRITT WOODWORK 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01128
Total number of active participants reported on line 7a of the Form 55002014-01-0184
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0120
Total of all active and inactive participants2014-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01104
Number of participants with account balances2014-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MERRITT WOODWORK 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01153
Total number of active participants reported on line 7a of the Form 55002013-01-01111
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0115
Total of all active and inactive participants2013-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01126
Number of participants with account balances2013-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MERRITT WOODWORK 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01141
Total number of active participants reported on line 7a of the Form 55002012-01-01151
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01153
Number of participants with account balances2012-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MERRITT WOODWORK 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01131
Total number of active participants reported on line 7a of the Form 55002011-01-01141
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01148
Number of participants with account balances2011-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on MERRITT WOODWORK 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : MERRITT WOODWORK 401(K) PROFIT SHARING 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$0
Total income from all sources (including contributions)2022-12-31$-389,826
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$518,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$499,297
Expenses. Certain deemed distributions of participant loans2022-12-31$7,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$623,762
Value of total assets at end of year2022-12-31$5,312,416
Value of total assets at beginning of year2022-12-31$6,220,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$11,943
Total interest from all sources2022-12-31$8,824
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$6,500
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$300,000
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$425,244
Participant contributions at end of year2022-12-31$124,382
Participant contributions at beginning of year2022-12-31$147,787
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$16,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-908,328
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,312,416
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,220,744
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
Investment advisory and management fees2022-12-31$2,289
Value of interest in pooled separate accounts at end of year2022-12-31$5,045,905
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,857,060
Interest on participant loans2022-12-31$7,238
Interest earned on other investments2022-12-31$1,586
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$142,129
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$215,897
Net investment gain/loss from pooled separate accounts2022-12-31$-1,022,412
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$181,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$499,297
Contract administrator fees2022-12-31$3,154
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 name2022-12-31BARNES WENDLING CPAS, INC.
Accountancy firm EIN2022-12-31341463411
2021 : MERRITT WOODWORK 401(K) PROFIT SHARING 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$1,341,789
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$251,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$234,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$659,855
Value of total assets at end of year2021-12-31$6,220,744
Value of total assets at beginning of year2021-12-31$5,130,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$17,803
Total interest from all sources2021-12-31$8,586
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$300,000
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$429,084
Participant contributions at end of year2021-12-31$147,787
Participant contributions at beginning of year2021-12-31$125,179
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$69,187
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$1,089,818
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,220,744
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,130,926
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
Investment advisory and management fees2021-12-31$2,071
Value of interest in pooled separate accounts at end of year2021-12-31$5,857,060
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,803,927
Interest on participant loans2021-12-31$6,568
Interest earned on other investments2021-12-31$2,018
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$215,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$201,820
Net investment gain/loss from pooled separate accounts2021-12-31$673,348
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$161,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$234,168
Contract administrator fees2021-12-31$15,732
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 name2021-12-31BARNES WENDLING CPAS, INC.
Accountancy firm EIN2021-12-31341463411
2020 : MERRITT WOODWORK 401(K) PROFIT SHARING 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$1,192,585
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$846,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$835,325
Expenses. Certain deemed distributions of participant loans2020-12-31$6,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$598,154
Value of total assets at end of year2020-12-31$5,130,926
Value of total assets at beginning of year2020-12-31$4,784,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,297
Total interest from all sources2020-12-31$10,477
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$428,612
Participant contributions at end of year2020-12-31$125,179
Participant contributions at beginning of year2020-12-31$150,482
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$346,531
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,130,926
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,784,395
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
Investment advisory and management fees2020-12-31$1,426
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,803,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,561,687
Interest on participant loans2020-12-31$9,847
Interest earned on other investments2020-12-31$630
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$201,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$72,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$583,954
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$169,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$835,325
Contract administrator fees2020-12-31$2,871
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 name2020-12-31BARNES WENDLING CPAS, INC.
Accountancy firm EIN2020-12-31341463411
2019 : MERRITT WOODWORK 401(K) PROFIT SHARING 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$1,414,894
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$146,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$116,818
Expenses. Certain deemed distributions of participant loans2019-12-31$16,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$657,094
Value of total assets at end of year2019-12-31$4,784,395
Value of total assets at beginning of year2019-12-31$3,515,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,465
Total interest from all sources2019-12-31$7,844
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$352,000
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$412,326
Participant contributions at end of year2019-12-31$150,482
Participant contributions at beginning of year2019-12-31$114,743
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$75,222
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$1,268,579
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,784,395
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,515,816
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$4,561,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,287,572
Interest on participant loans2019-12-31$7,233
Interest earned on other investments2019-12-31$611
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$72,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$113,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$749,956
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$169,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$116,818
Contract administrator fees2019-12-31$13,465
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 name2019-12-31BARNES WENDLING CPAS, INC.
Accountancy firm EIN2019-12-31341463411
2018 : MERRITT WOODWORK 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$63,307
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$329,682
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$119,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$99,176
Expenses. Certain deemed distributions of participant loans2018-12-31$7,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$573,623
Value of total assets at end of year2018-12-31$3,515,816
Value of total assets at beginning of year2018-12-31$3,242,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$13,054
Total interest from all sources2018-12-31$6,348
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$325,000
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$407,189
Participant contributions at end of year2018-12-31$114,743
Participant contributions at beginning of year2018-12-31$135,143
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$209,874
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,515,816
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,242,635
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$3,287,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,085,425
Interest on participant loans2018-12-31$6,086
Interest earned on other investments2018-12-31$262
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$113,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$22,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-250,289
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$166,434
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$99,176
Contract administrator fees2018-12-31$13,054
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 name2018-12-31BARNES WENDLING CPAS, INC.
Accountancy firm EIN2018-12-31341463411
2017 : MERRITT WOODWORK 401(K) PROFIT SHARING 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$1,213,352
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$533,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$519,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$757,313
Value of total assets at end of year2017-12-31$3,242,635
Value of total assets at beginning of year2017-12-31$2,562,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,418
Total interest from all sources2017-12-31$6,893
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$398,581
Participant contributions at end of year2017-12-31$135,143
Participant contributions at beginning of year2017-12-31$148,686
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$365
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$196,308
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$679,730
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,242,635
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,562,905
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$3,085,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,413,168
Interest on participant loans2017-12-31$6,824
Interest earned on other investments2017-12-31$69
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$22,067
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$381
Net investment gain/loss from pooled separate accounts2017-12-31$449,146
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$162,424
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$519,204
Contract administrator fees2017-12-31$14,418
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 name2017-12-31BARNES WENDLING CPAS, INC.
Accountancy firm EIN2017-12-31341463411
2016 : MERRITT WOODWORK 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$613,057
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$292,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$271,981
Value of total corrective distributions2016-12-31$5,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$432,787
Value of total assets at end of year2016-12-31$2,562,905
Value of total assets at beginning of year2016-12-31$2,242,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,638
Total interest from all sources2016-12-31$5,015
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$56,891
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$56,891
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$276,249
Participant contributions at end of year2016-12-31$148,686
Participant contributions at beginning of year2016-12-31$105,457
Participant contributions at end of year2016-12-31$365
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$75,265
Other income not declared elsewhere2016-12-31$-190
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$320,565
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,562,905
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,242,340
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$2,413,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,092,729
Interest on participant loans2016-12-31$5,015
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$44,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$118,554
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$81,273
Employer contributions (assets) at end of year2016-12-31$305
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$271,981
Contract administrator fees2016-12-31$14,638
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 name2016-12-31ALAN ROSS & COMPANY, PC
Accountancy firm EIN2016-12-31205367494
2015 : MERRITT WOODWORK 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$209,440
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$409,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$356,347
Expenses. Certain deemed distributions of participant loans2015-12-31$23,189
Value of total corrective distributions2015-12-31$10,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$224,952
Value of total assets at end of year2015-12-31$2,242,340
Value of total assets at beginning of year2015-12-31$2,442,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$19,560
Total interest from all sources2015-12-31$3,687
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$105,884
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$105,884
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$219,671
Participant contributions at end of year2015-12-31$105,457
Participant contributions at beginning of year2015-12-31$99,271
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,281
Other income not declared elsewhere2015-12-31$898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-200,081
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,242,340
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,442,421
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$2,092,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,255,742
Interest on participant loans2015-12-31$3,687
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$44,154
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$87,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-125,981
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$356,347
Contract administrator fees2015-12-31$19,560
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 name2015-12-31ALAN ROSS & COMPANY, PC
Accountancy firm EIN2015-12-31205367494
2014 : MERRITT WOODWORK 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$333,835
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$179,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$160,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$203,399
Value of total assets at end of year2014-12-31$2,442,421
Value of total assets at beginning of year2014-12-31$2,287,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$18,559
Total interest from all sources2014-12-31$6,080
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$138,582
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$138,582
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$202,333
Participant contributions at end of year2014-12-31$99,271
Participant contributions at beginning of year2014-12-31$158,449
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,066
Other income not declared elsewhere2014-12-31$1,927
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$154,480
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,442,421
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,287,941
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$2,255,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,038,421
Interest on participant loans2014-12-31$6,080
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$87,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$91,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-16,153
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$160,796
Contract administrator fees2014-12-31$18,559
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 name2014-12-31KIMBALL E RUBIN & ASSOCIATES LTD
Accountancy firm EIN2014-12-31341791253
2013 : MERRITT WOODWORK 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$463,926
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$83,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$68,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$172,820
Value of total assets at end of year2013-12-31$2,287,941
Value of total assets at beginning of year2013-12-31$1,907,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,089
Total interest from all sources2013-12-31$7,078
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$172,820
Participant contributions at end of year2013-12-31$158,449
Participant contributions at beginning of year2013-12-31$114,761
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$12,820
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$380,095
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,287,941
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,907,846
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$2,038,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,688,233
Interest on participant loans2013-12-31$7,078
Value of interest in common/collective trusts at end of year2013-12-31$91,071
Value of interest in common/collective trusts at beginning of year2013-12-31$92,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$282,372
Net investment gain or loss from common/collective trusts2013-12-31$1,656
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$68,742
Contract administrator fees2013-12-31$15,089
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31KIMBALL E RUBIN & ASSOCIATES LTD
Accountancy firm EIN2013-12-31341791253
2012 : MERRITT WOODWORK 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$405,282
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$116,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$106,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$167,943
Value of total assets at end of year2012-12-31$1,907,846
Value of total assets at beginning of year2012-12-31$1,619,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,950
Total interest from all sources2012-12-31$5,141
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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$167,943
Participant contributions at end of year2012-12-31$114,761
Participant contributions at beginning of year2012-12-31$117,088
Participant contributions at end of year2012-12-31$12,820
Participant contributions at beginning of year2012-12-31$4,691
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$236
Administrative expenses (other) incurred2012-12-31$9,950
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$288,465
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,907,846
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,619,381
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$1,688,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,405,594
Interest on participant loans2012-12-31$5,141
Value of interest in common/collective trusts at end of year2012-12-31$92,032
Value of interest in common/collective trusts at beginning of year2012-12-31$91,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$232,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$106,867
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31KIMBALL E RUBIN & ASSOCIATES LTD
Accountancy firm EIN2012-12-31341791253
2011 : MERRITT WOODWORK 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$266,081
Total loss/gain on sale of assets2011-12-31$-2,852
Total of all expenses incurred2011-12-31$114,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$108,188
Expenses. Certain deemed distributions of participant loans2011-12-31$4,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$297,667
Value of total assets at end of year2011-12-31$1,619,381
Value of total assets at beginning of year2011-12-31$1,467,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,518
Total interest from all sources2011-12-31$4,757
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$30,121
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$30,121
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$164,021
Participant contributions at end of year2011-12-31$117,088
Participant contributions at beginning of year2011-12-31$65,245
Participant contributions at end of year2011-12-31$4,691
Participant contributions at beginning of year2011-12-31$2,885
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$133,646
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$236
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$67
Assets. Loans (other than to participants) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Liabilities. Value of operating payables at end of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$152,003
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,619,381
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,467,378
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
Assets. partnership/joint venture interests at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,405,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,316,136
Interest on participant loans2011-12-31$4,757
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$91,772
Value of interest in common/collective trusts at beginning of year2011-12-31$83,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-65,044
Net investment gain or loss from common/collective trusts2011-12-31$1,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Value of employer real property at end of year2011-12-31$0
Employer contributions (assets) at end of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$108,188
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Contract administrator fees2011-12-31$1,518
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
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
Aggregate proceeds on sale of assets2011-12-31$401,925
Aggregate carrying amount (costs) on sale of assets2011-12-31$404,777
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
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 name2011-12-31KIMBALL E RUBIN & ASSOCIATES LTD
Accountancy firm EIN2011-12-31341791253

Form 5500 Responses for MERRITT WOODWORK 401(K) PROFIT SHARING PLAN

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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number816758
Policy instance 1
Insurance contract or identification number816758
Number of Individuals Covered106
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number816758
Policy instance 1
Insurance contract or identification number816758
Number of Individuals Covered98
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number816758
Policy instance 1
Insurance contract or identification number816758
Number of Individuals Covered101
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $14,602
Total amount of fees paid to insurance companyUSD $2,193
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,602
Amount paid for insurance broker fees2193
Additional information about fees paid to insurance brokerTPA PARTNERSHIP/ALLIANCE PROGRAM
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number816758
Policy instance 1
Insurance contract or identification number816758
Number of Individuals Covered103
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $16,003
Total amount of fees paid to insurance companyUSD $1,923
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,003
Amount paid for insurance broker fees1923
Additional information about fees paid to insurance brokerTPA PARTNERSHIP/ALLIANCE PROGRAM
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number816758
Policy instance 1
Insurance contract or identification number816758
Number of Individuals Covered89
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,420
Total amount of fees paid to insurance companyUSD $12,459
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,420
Amount paid for insurance broker fees12459
Additional information about fees paid to insurance brokerTPA PARTNERSHIP/ALLIANCE PROGRAM
Insurance broker organization code?3
Insurance broker nameCBIZ BENEFITS & INSURANCE SERVICES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA832329
Policy instance 1
Insurance contract or identification numberGA832329
Number of Individuals Covered82
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $8,896
Total amount of fees paid to insurance companyUSD $1,112
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,896
Amount paid for insurance broker fees1112
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker organization code?3
Insurance broker nameCBIZ BENEFITS & INSURANCE SERVICES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA832329
Policy instance 1
Insurance contract or identification numberGA832329
Number of Individuals Covered75
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $8,894
Total amount of fees paid to insurance companyUSD $824
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,638
Amount paid for insurance broker fees824
Additional information about fees paid to insurance brokerADMINISTRATION ALLOWANCE
Insurance broker organization code?3
Insurance broker nameCBIZ FINANCIAL SOLUTIONS INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA832329
Policy instance 1
Insurance contract or identification numberGA832329
Number of Individuals Covered79
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $20,168
Total amount of fees paid to insurance companyUSD $700
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,467
Amount paid for insurance broker fees700
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameCBIZ FINANCIAL SOLUTIONS INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA832329
Policy instance 1
Insurance contract or identification numberGA832329
Number of Individuals Covered77
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $68,014
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $68,014
Insurance broker organization code?3
Insurance broker nameCBIZ BENEFITS & INSURANCE SERVICES

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