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KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 401k Plan overview

Plan NameKOORSEN FIRE & SECURITY, INC. 401(K) PLAN
Plan identification number 001

KOORSEN FIRE & SECURITY, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KOORSEN FIRE & SECURITY, INC. has sponsored the creation of one or more 401k plans.

Company Name:KOORSEN FIRE & SECURITY, INC.
Employer identification number (EIN):351153549
NAIC Classification:811310
NAIC Description:Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance

Additional information about KOORSEN FIRE & SECURITY, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2021-10-27
Company Identification Number: 0804288823
Legal Registered Office Address: 2719 N ARLINGTON AVE

INDIANAPOLIS
United States of America (USA)
46218

More information about KOORSEN FIRE & SECURITY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KOORSEN FIRE & SECURITY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01THOMAS EGGERS THOMAS EGGERS2018-10-02
0012016-01-01THOMAS EGGERS THOMAS EGGERS2017-10-08
0012015-01-01THOMAS EGGERS THOMAS EGGERS2016-09-27
0012014-01-01THOMAS EGGERS THOMAS EGGERS2015-09-22
0012013-01-01THOMAS EGGERS THOMAS EGGERS2014-10-07
0012012-01-01THOMAS EGGERS THOMAS EGGERS2013-09-20
0012011-01-01THOMAS EGGERS THOMAS EGGERS2012-10-02
0012009-01-01JOSEPH A BUGERT
0012008-01-01
0012008-01-01

Plan Statistics for KOORSEN FIRE & SECURITY, INC. 401(K) PLAN

401k plan membership statisitcs for KOORSEN FIRE & SECURITY, INC. 401(K) PLAN

Measure Date Value
2022: KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,632
Total number of active participants reported on line 7a of the Form 55002022-01-011,143
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01591
Total of all active and inactive participants2022-01-011,734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,734
Number of participants with account balances2022-01-011,632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01191
2021: KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,498
Total number of active participants reported on line 7a of the Form 55002021-01-011,083
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01486
Total of all active and inactive participants2021-01-011,569
Total participants2021-01-011,569
Number of participants with account balances2021-01-011,493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01109
2020: KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,493
Total number of active participants reported on line 7a of the Form 55002020-01-011,046
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01409
Total of all active and inactive participants2020-01-011,455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,455
Number of participants with account balances2020-01-011,367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01125
2019: KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,363
Total number of active participants reported on line 7a of the Form 55002019-01-011,137
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01303
Total of all active and inactive participants2019-01-011,440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,440
Number of participants with account balances2019-01-011,361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0193
2018: KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,351
Total number of active participants reported on line 7a of the Form 55002018-01-01937
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01354
Total of all active and inactive participants2018-01-011,291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,291
Number of participants with account balances2018-01-011,240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01118
2017: KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,145
Total number of active participants reported on line 7a of the Form 55002017-01-011,010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01276
Total of all active and inactive participants2017-01-011,286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,286
Number of participants with account balances2017-01-011,182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0173
2016: KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,044
Total number of active participants reported on line 7a of the Form 55002016-01-01903
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01204
Total of all active and inactive participants2016-01-011,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,107
Number of participants with account balances2016-01-011,014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0173
2015: KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01905
Total number of active participants reported on line 7a of the Form 55002015-01-01807
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01161
Total of all active and inactive participants2015-01-01968
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01968
Number of participants with account balances2015-01-01885
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0146
2014: KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01800
Total number of active participants reported on line 7a of the Form 55002014-01-01733
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01130
Total of all active and inactive participants2014-01-01863
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01863
Number of participants with account balances2014-01-01764
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01101
2013: KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01741
Total number of active participants reported on line 7a of the Form 55002013-01-01602
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01119
Total of all active and inactive participants2013-01-01721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01721
Number of participants with account balances2013-01-01636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0189
2012: KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01697
Total number of active participants reported on line 7a of the Form 55002012-01-01632
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0195
Total of all active and inactive participants2012-01-01727
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01727
Number of participants with account balances2012-01-01637
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0168
2011: KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01696
Total number of active participants reported on line 7a of the Form 55002011-01-01610
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0162
Total of all active and inactive participants2011-01-01672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01672
Number of participants with account balances2011-01-01579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0191
2009: KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01756
Total number of active participants reported on line 7a of the Form 55002009-01-01631
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0167
Total of all active and inactive participants2009-01-01698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01698
Number of participants with account balances2009-01-01568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0118

Financial Data on KOORSEN FIRE & SECURITY, INC. 401(K) PLAN

Measure Date Value
2022 : KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2022 401k financial data
Total transfer of assets to this plan2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,216,573
Total of all expenses incurred2022-12-31$2,873,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,797,527
Expenses. Certain deemed distributions of participant loans2022-12-31$43,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,092,520
Value of total assets at end of year2022-12-31$33,599,162
Value of total assets at beginning of year2022-12-31$37,689,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$32,453
Total interest from all sources2022-12-31$52,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,339,156
Participant contributions at end of year2022-12-31$779,443
Participant contributions at beginning of year2022-12-31$803,831
Participant contributions at end of year2022-12-31$110,615
Participant contributions at beginning of year2022-12-31$102,403
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$369,412
Administrative expenses (other) incurred2022-12-31$32,453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,089,943
Value of net assets at end of year (total assets less liabilities)2022-12-31$33,599,162
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$37,689,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$31,443,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$35,888,271
Interest on participant loans2022-12-31$35,275
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$16,938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,200,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$862,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,361,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$1,383,952
Employer contributions (assets) at end of year2022-12-31$64,695
Employer contributions (assets) at beginning of year2022-12-31$31,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,797,527
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 name2022-12-31DELTA WEALTH CPAS & ADVISORS, LLC
Accountancy firm EIN2022-12-31832494920
2021 : KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$8,569,037
Total of all expenses incurred2021-12-31$2,523,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,405,819
Expenses. Certain deemed distributions of participant loans2021-12-31$84,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,328,495
Value of total assets at end of year2021-12-31$37,689,105
Value of total assets at beginning of year2021-12-31$31,643,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$33,543
Total interest from all sources2021-12-31$36,029
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$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,969,836
Participant contributions at end of year2021-12-31$803,831
Participant contributions at beginning of year2021-12-31$658,894
Participant contributions at end of year2021-12-31$102,403
Participant contributions at beginning of year2021-12-31$89,235
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$452,690
Administrative expenses (other) incurred2021-12-31$33,543
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$6,045,484
Value of net assets at end of year (total assets less liabilities)2021-12-31$37,689,105
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$31,643,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$35,888,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$29,956,896
Interest on participant loans2021-12-31$36,029
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$862,743
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$910,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,204,513
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
Assets. Invements in employer securities at end of year2021-12-31$0
Contributions received in cash from employer2021-12-31$905,969
Employer contributions (assets) at end of year2021-12-31$31,857
Employer contributions (assets) at beginning of year2021-12-31$28,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,405,819
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 name2021-12-31DELTA WEALTH CPAS & ADVISORS, LLC
Accountancy firm EIN2021-12-31832494920
2020 : KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$7,925,752
Total of all expenses incurred2020-12-31$2,642,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,550,237
Expenses. Certain deemed distributions of participant loans2020-12-31$55,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,555,792
Value of total assets at end of year2020-12-31$31,643,621
Value of total assets at beginning of year2020-12-31$26,360,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$37,154
Total interest from all sources2020-12-31$36,633
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$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,690,091
Participant contributions at end of year2020-12-31$658,894
Participant contributions at beginning of year2020-12-31$610,499
Participant contributions at end of year2020-12-31$89,235
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$215,636
Administrative expenses (other) incurred2020-12-31$37,154
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$5,283,135
Value of net assets at end of year (total assets less liabilities)2020-12-31$31,643,621
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$26,360,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$29,956,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$24,714,285
Interest on participant loans2020-12-31$36,633
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$910,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,035,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,333,327
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$650,065
Employer contributions (assets) at end of year2020-12-31$28,262
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,550,237
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 name2020-12-31DELTA WEALTH CPAS & ADVISORS, LLC
Accountancy firm EIN2020-12-31832494920
2019 : KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$28,785
Total transfer of assets to this plan2019-12-31$28,785
Total income from all sources (including contributions)2019-12-31$9,565,007
Total income from all sources (including contributions)2019-12-31$9,565,007
Total of all expenses incurred2019-12-31$2,337,175
Total of all expenses incurred2019-12-31$2,337,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,239,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,239,869
Expenses. Certain deemed distributions of participant loans2019-12-31$61,347
Expenses. Certain deemed distributions of participant loans2019-12-31$61,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,495,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,495,234
Value of total assets at end of year2019-12-31$26,360,486
Value of total assets at end of year2019-12-31$26,360,486
Value of total assets at beginning of year2019-12-31$19,103,869
Value of total assets at beginning of year2019-12-31$19,103,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$35,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$35,959
Total interest from all sources2019-12-31$31,124
Total interest from all sources2019-12-31$31,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,579,002
Contributions received from participants2019-12-31$2,579,002
Participant contributions at end of year2019-12-31$610,499
Participant contributions at end of year2019-12-31$610,499
Participant contributions at beginning of year2019-12-31$490,909
Participant contributions at beginning of year2019-12-31$490,909
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$24
Participant contributions at beginning of year2019-12-31$24
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,243,056
Administrative expenses (other) incurred2019-12-31$35,959
Administrative expenses (other) incurred2019-12-31$35,959
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
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$7,227,832
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,360,486
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,360,486
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,103,869
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,103,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$24,714,285
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,714,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,716,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,716,241
Interest on participant loans2019-12-31$31,124
Interest on participant loans2019-12-31$31,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,035,702
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,035,702
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$896,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$896,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,038,649
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,038,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$673,176
Contributions received in cash from employer2019-12-31$673,176
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$10
Employer contributions (assets) at beginning of year2019-12-31$10
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,239,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,239,869
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HAYWOOD HENN, P.C.
Accountancy firm name2019-12-31HAYWOOD HENN, P.C.
Accountancy firm EIN2019-12-31263503918
Accountancy firm EIN2019-12-31263503918
2018 : KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$2,470,490
Total of all expenses incurred2018-12-31$3,206,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,078,107
Expenses. Certain deemed distributions of participant loans2018-12-31$92,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,387,869
Value of total assets at end of year2018-12-31$19,103,869
Value of total assets at beginning of year2018-12-31$19,839,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$35,906
Total interest from all sources2018-12-31$28,502
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$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,183,113
Participant contributions at end of year2018-12-31$490,909
Participant contributions at beginning of year2018-12-31$525,887
Participant contributions at end of year2018-12-31$24
Participant contributions at beginning of year2018-12-31$62
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$563,658
Administrative expenses (other) incurred2018-12-31$35,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-735,562
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,103,869
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,839,431
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$17,716,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,552,073
Interest on participant loans2018-12-31$28,502
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$896,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$761,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-945,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$641,098
Employer contributions (assets) at end of year2018-12-31$10
Employer contributions (assets) at beginning of year2018-12-31$25
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,078,107
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 name2018-12-31HAYWOOD HENN, P.C.
Accountancy firm EIN2018-12-31263503918
2017 : KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2017 401k financial data
Total transfer of assets from this plan2017-12-31$275,381
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$6,000,760
Total of all expenses incurred2017-12-31$1,310,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,261,784
Expenses. Certain deemed distributions of participant loans2017-12-31$17,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,392,412
Value of total assets at end of year2017-12-31$19,839,431
Value of total assets at beginning of year2017-12-31$15,424,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$31,184
Total interest from all sources2017-12-31$20,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$2,075,103
Participant contributions at end of year2017-12-31$525,887
Participant contributions at beginning of year2017-12-31$375,543
Participant contributions at end of year2017-12-31$62
Participant contributions at beginning of year2017-12-31$12
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$623,867
Administrative expenses (other) incurred2017-12-31$31,184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,690,141
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,839,431
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,424,671
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$18,552,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,413,813
Interest on participant loans2017-12-31$20,022
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$761,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$635,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,588,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$693,442
Employer contributions (assets) at end of year2017-12-31$25
Employer contributions (assets) at beginning of year2017-12-31$5
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,261,784
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 name2017-12-31HAYWOOD HENN, P.C.
Accountancy firm EIN2017-12-31263503918
2016 : KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2016 401k financial data
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$3,134,983
Total of all expenses incurred2016-12-31$1,759,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,588,965
Expenses. Certain deemed distributions of participant loans2016-12-31$79,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,581,660
Value of total assets at end of year2016-12-31$15,424,671
Value of total assets at beginning of year2016-12-31$14,048,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$90,818
Total interest from all sources2016-12-31$17,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,810,493
Participant contributions at end of year2016-12-31$375,543
Participant contributions at beginning of year2016-12-31$460,777
Participant contributions at end of year2016-12-31$12
Participant contributions at beginning of year2016-12-31$12
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,036
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$250,288
Administrative expenses (other) incurred2016-12-31$90,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,375,884
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,424,671
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,048,787
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$14,413,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,585,957
Interest on participant loans2016-12-31$17,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$635,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$535,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$520,879
Employer contributions (assets) at end of year2016-12-31$5
Employer contributions (assets) at beginning of year2016-12-31$5
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,588,965
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 name2016-12-31HAYWOOD HENN, P.C.
Accountancy firm EIN2016-12-31263503918
2015 : KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,705,310
Total of all expenses incurred2015-12-31$1,738,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,599,331
Expenses. Certain deemed distributions of participant loans2015-12-31$22,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,170,456
Value of total assets at end of year2015-12-31$14,048,787
Value of total assets at beginning of year2015-12-31$14,082,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$116,420
Total interest from all sources2015-12-31$18,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,554,471
Participant contributions at end of year2015-12-31$460,777
Participant contributions at beginning of year2015-12-31$442,893
Participant contributions at end of year2015-12-31$12
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,036
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$976
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$121,626
Administrative expenses (other) incurred2015-12-31$116,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-33,403
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,048,787
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,082,190
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$13,585,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,638,321
Interest on participant loans2015-12-31$18,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-483,981
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$494,359
Employer contributions (assets) at end of year2015-12-31$5
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,599,331
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 name2015-12-31HAYWOOD HENN, P.C.
Accountancy firm EIN2015-12-31263503918
2014 : KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,822,840
Total of all expenses incurred2014-12-31$2,234,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,105,910
Expenses. Certain deemed distributions of participant loans2014-12-31$18,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,088,295
Value of total assets at end of year2014-12-31$14,082,190
Value of total assets at beginning of year2014-12-31$13,494,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$110,245
Total interest from all sources2014-12-31$19,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,418,308
Participant contributions at end of year2014-12-31$442,893
Participant contributions at beginning of year2014-12-31$460,818
Assets. Other investments not covered elsewhere at end of year2014-12-31$976
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$261,036
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$110,245
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$587,971
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,082,190
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,494,219
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$13,638,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,033,401
Interest on participant loans2014-12-31$19,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$715,153
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
Contributions received in cash from employer2014-12-31$408,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,105,910
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 name2014-12-31HAYWOOD HENN, P.C.
Accountancy firm EIN2014-12-31263503918
2013 : KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,873,757
Total of all expenses incurred2013-12-31$1,415,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,283,196
Expenses. Certain deemed distributions of participant loans2013-12-31$22,822
Value of total corrective distributions2013-12-31$871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,925,487
Value of total assets at end of year2013-12-31$13,494,219
Value of total assets at beginning of year2013-12-31$12,036,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$109,083
Total interest from all sources2013-12-31$18,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$1,383,971
Participant contributions at end of year2013-12-31$460,818
Participant contributions at beginning of year2013-12-31$398,181
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$49,128
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$43,660
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$141,927
Administrative expenses (other) incurred2013-12-31$109,083
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,457,785
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,494,219
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,036,434
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$13,033,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,513,099
Interest on participant loans2013-12-31$18,550
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$929,720
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$399,589
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$32,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,283,196
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 name2013-12-31HAYWOOD HENN, P.C.
Accountancy firm EIN2013-12-31263503918
2012 : KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,981,561
Total of all expenses incurred2012-12-31$1,399,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,284,662
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,075,233
Value of total assets at end of year2012-12-31$12,036,434
Value of total assets at beginning of year2012-12-31$10,454,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$114,754
Total interest from all sources2012-12-31$13,460
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$1,435,360
Participant contributions at end of year2012-12-31$398,181
Participant contributions at beginning of year2012-12-31$296,758
Participant contributions at end of year2012-12-31$49,128
Participant contributions at beginning of year2012-12-31$166
Assets. Other investments not covered elsewhere at end of year2012-12-31$43,660
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$334,228
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$220,525
Administrative expenses (other) incurred2012-12-31$114,754
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$125
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
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$1,582,145
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,036,434
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,454,289
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$11,513,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,823,090
Interest on participant loans2012-12-31$13,460
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$892,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$419,348
Employer contributions (assets) at end of year2012-12-31$32,366
Employer contributions (assets) at beginning of year2012-12-31$-78
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,284,662
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 name2012-12-31HAYWOOD HENN, P.C.
Accountancy firm EIN2012-12-31263503918
2011 : KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,624,288
Total of all expenses incurred2011-12-31$1,471,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,358,926
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,946,440
Value of total assets at end of year2011-12-31$10,454,289
Value of total assets at beginning of year2011-12-31$10,301,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$113,023
Total interest from all sources2011-12-31$4,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,421,449
Participant contributions at end of year2011-12-31$296,758
Participant contributions at beginning of year2011-12-31$0
Participant contributions at end of year2011-12-31$166
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$334,228
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$132,874
Administrative expenses (other) incurred2011-12-31$113,023
Total non interest bearing cash at end of year2011-12-31$125
Total non interest bearing cash at beginning of year2011-12-31$42,466
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$152,339
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,454,289
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,301,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,823,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$4,854
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$10,259,484
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$32
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-876,857
Net investment gain or loss from common/collective trusts2011-12-31$549,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$392,117
Employer contributions (assets) at end of year2011-12-31$-78
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,358,926
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HAYWOOD HENN, P.C.
Accountancy firm EIN2011-12-31263503918
2010 : KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$666,571
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,310,439
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,166,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$992,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,093,062
Value of total assets at end of year2010-12-31$10,301,950
Value of total assets at beginning of year2010-12-31$9,824,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$173,810
Total interest from all sources2010-12-31$9
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$64,967
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$971,918
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$7,275
Total non interest bearing cash at end of year2010-12-31$42,466
Total non interest bearing cash at beginning of year2010-12-31$1,704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,143,937
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,301,950
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,824,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$108,843
Value of interest in common/collective trusts at end of year2010-12-31$10,259,484
Value of interest in common/collective trusts at beginning of year2010-12-31$9,822,880
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$9
Net investment gain or loss from common/collective trusts2010-12-31$1,217,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$113,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$992,692
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HAYWOOD HENN, P.C.
Accountancy firm EIN2010-12-31263503918

Form 5500 Responses for KOORSEN FIRE & SECURITY, INC. 401(K) PLAN

2022: KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KOORSEN FIRE & SECURITY, INC. 401(K) 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
2009: KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: KOORSEN FIRE & SECURITY, INC. 401(K) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JG29
Policy instance 1
Insurance contract or identification numberGAP-CP-JG29
Number of Individuals Covered89
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $3,530
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $3,530
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JG29
Policy instance 1
Insurance contract or identification numberGAP-CP-JG29
Number of Individuals Covered89
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,978
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,978
Amount paid for insurance broker fees0
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JG29
Policy instance 1
Insurance contract or identification numberGAP-CP-JG29
Number of Individuals Covered91
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $4,978
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,978
Amount paid for insurance broker fees0
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JG29
Policy instance 1
Insurance contract or identification numberGAP-CP-JG29
Number of Individuals Covered95
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,085
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,085
Amount paid for insurance broker fees0
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JG29
Policy instance 1
Insurance contract or identification numberGAP-CP-JG29
Number of Individuals Covered89
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,061
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,061
Amount paid for insurance broker fees0
Insurance broker organization code?4
Insurance broker nameCORNERSTONE FINANCIAL SERV

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