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GRAND APPLIANCE CO., INC. 401(K) PLAN 401k Plan overview

Plan NameGRAND APPLIANCE CO., INC. 401(K) PLAN
Plan identification number 001

GRAND APPLIANCE CO., INC. 401(K) PLAN Benefits

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

401k Sponsoring company profile

GRAND APPLIANCE CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:GRAND APPLIANCE CO., INC.
Employer identification number (EIN):362146854
NAIC Classification:443141
NAIC Description:Household Appliance Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRAND APPLIANCE CO., 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
0012017-01-01MARK RECKLING MARK RECKLING2018-10-12
0012016-01-01DAVID KADISH DAVID KADISH2018-04-17
0012016-01-01 DAVID KADISH2017-10-16
0012015-01-01DAVID KADISH DAVID KADISH2017-03-09
0012015-01-01DAVID KADISH DAVID KADISH2017-03-17
0012015-01-01MARK RCKLING MARK RCKLING2016-10-13
0012015-01-01DAVID KADISH DAVID KADISH2017-03-30
0012014-01-01DAVID KADISH DAVID KADISH2015-10-15
0012014-01-01MARK RECKLING MARK RECKLING2016-01-22
0012014-01-01MARK RECKLING MARK RECKLING2016-01-29
0012013-01-01MARK RECKLING MARK RECKLING2015-03-20
0012012-01-01DAVID KADISH2013-06-10 DAVID KADISH2013-06-10
0012011-01-01DAVID KADISH2012-07-13 DAVID KADISH2012-07-13
0012010-01-01DAVID KADISH2011-07-13 DAVID KADISH2011-07-13

Plan Statistics for GRAND APPLIANCE CO., INC. 401(K) PLAN

401k plan membership statisitcs for GRAND APPLIANCE CO., INC. 401(K) PLAN

Measure Date Value
2022: GRAND APPLIANCE CO., INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01385
Total number of active participants reported on line 7a of the Form 55002022-01-01328
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0150
Total of all active and inactive participants2022-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01379
Number of participants with account balances2022-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0145
2021: GRAND APPLIANCE CO., INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01342
Total number of active participants reported on line 7a of the Form 55002021-01-01314
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0145
Total of all active and inactive participants2021-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01361
Number of participants with account balances2021-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0142
2020: GRAND APPLIANCE CO., INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01354
Total number of active participants reported on line 7a of the Form 55002020-01-01303
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0131
Total of all active and inactive participants2020-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01334
Number of participants with account balances2020-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0126
2019: GRAND APPLIANCE CO., INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01299
Total number of active participants reported on line 7a of the Form 55002019-01-01310
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0121
Total of all active and inactive participants2019-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01331
Number of participants with account balances2019-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: GRAND APPLIANCE CO., INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01289
Total number of active participants reported on line 7a of the Form 55002018-01-01283
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0115
Total of all active and inactive participants2018-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01299
Number of participants with account balances2018-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: GRAND APPLIANCE CO., INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01263
Total number of active participants reported on line 7a of the Form 55002017-01-01281
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01290
Number of participants with account balances2017-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: GRAND APPLIANCE CO., INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01208
Total number of active participants reported on line 7a of the Form 55002016-01-01239
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01241
Number of participants with account balances2016-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: GRAND APPLIANCE CO., INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01187
Total number of active participants reported on line 7a of the Form 55002015-01-01192
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01193
Number of participants with account balances2015-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: GRAND APPLIANCE CO., INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01130
Total number of active participants reported on line 7a of the Form 55002014-01-01196
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01196
Number of participants with account balances2014-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GRAND APPLIANCE CO., INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01127
Total number of active participants reported on line 7a of the Form 55002013-01-01156
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01156
Number of participants with account balances2013-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011

Financial Data on GRAND APPLIANCE CO., INC. 401(K) PLAN

Measure Date Value
2022 : GRAND APPLIANCE CO., INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-94,498
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$898,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$793,600
Expenses. Certain deemed distributions of participant loans2022-12-31$2,957
Value of total corrective distributions2022-12-31$29,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,898,535
Value of total assets at end of year2022-12-31$10,415,471
Value of total assets at beginning of year2022-12-31$11,408,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$72,469
Total interest from all sources2022-12-31$9,765
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$255,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$255,955
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,583,824
Participant contributions at end of year2022-12-31$263,621
Participant contributions at beginning of year2022-12-31$195,339
Participant contributions at end of year2022-12-31$18,113
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$118,594
Administrative expenses (other) incurred2022-12-31$72,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-993,054
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,415,471
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,408,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,892,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,026,999
Interest on participant loans2022-12-31$9,765
Value of interest in common/collective trusts at end of year2022-12-31$238,526
Value of interest in common/collective trusts at beginning of year2022-12-31$186,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,263,887
Net investment gain or loss from common/collective trusts2022-12-31$5,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$196,117
Employer contributions (assets) at end of year2022-12-31$2,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$793,600
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 name2022-12-31FGMK LLC
Accountancy firm EIN2022-12-31362929601
2021 : GRAND APPLIANCE CO., INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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$2,908,893
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,021,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$906,570
Expenses. Certain deemed distributions of participant loans2021-12-31$3,725
Value of total corrective distributions2021-12-31$46,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,596,125
Value of total assets at end of year2021-12-31$11,408,525
Value of total assets at beginning of year2021-12-31$9,521,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$64,382
Total interest from all sources2021-12-31$8,243
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,301,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,301,236
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$1,383,255
Participant contributions at end of year2021-12-31$195,339
Participant contributions at beginning of year2021-12-31$119,975
Participant contributions at beginning of year2021-12-31$13,747
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$41,199
Other income not declared elsewhere2021-12-31$7
Administrative expenses (other) incurred2021-12-31$64,382
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$1,887,301
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,408,525
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,521,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,026,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,892,263
Interest on participant loans2021-12-31$8,243
Value of interest in common/collective trusts at end of year2021-12-31$186,187
Value of interest in common/collective trusts at beginning of year2021-12-31$493,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-339
Net investment gain or loss from common/collective trusts2021-12-31$3,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$171,671
Employer contributions (assets) at beginning of year2021-12-31$2,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$906,570
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 name2021-12-31FGMK LLC
Accountancy firm EIN2021-12-31362929601
2020 : GRAND APPLIANCE CO., INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$2,650,587
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$842,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$704,704
Expenses. Certain deemed distributions of participant loans2020-12-31$1,931
Value of total corrective distributions2020-12-31$76,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,322,328
Value of total assets at end of year2020-12-31$9,521,224
Value of total assets at beginning of year2020-12-31$7,713,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$59,639
Total interest from all sources2020-12-31$7,600
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$229,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$229,061
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$1,080,169
Participant contributions at end of year2020-12-31$119,975
Participant contributions at beginning of year2020-12-31$133,616
Participant contributions at end of year2020-12-31$13,747
Participant contributions at beginning of year2020-12-31$1,643
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$89,197
Administrative expenses (other) incurred2020-12-31$59,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,808,159
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,521,224
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,713,065
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$8,892,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,428,756
Interest on participant loans2020-12-31$7,600
Value of interest in common/collective trusts at end of year2020-12-31$493,161
Value of interest in common/collective trusts at beginning of year2020-12-31$146,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,083,049
Net investment gain or loss from common/collective trusts2020-12-31$8,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$152,962
Employer contributions (assets) at end of year2020-12-31$2,078
Employer contributions (assets) at beginning of year2020-12-31$2,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$704,704
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 name2020-12-31FGMK, LLC
Accountancy firm EIN2020-12-31362929601
2019 : GRAND APPLIANCE CO., INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$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$2,358,579
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$501,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$417,076
Value of total corrective distributions2019-12-31$36,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,010,456
Value of total assets at end of year2019-12-31$7,713,065
Value of total assets at beginning of year2019-12-31$5,856,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,491
Total interest from all sources2019-12-31$6,887
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$190,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$190,035
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$851,303
Participant contributions at end of year2019-12-31$133,616
Participant contributions at beginning of year2019-12-31$106,601
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$42,617
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,643
Administrative expenses (other) incurred2019-12-31$48,491
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$1,856,774
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,713,065
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,856,291
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$7,428,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,621,820
Interest on participant loans2019-12-31$6,887
Value of interest in common/collective trusts at end of year2019-12-31$146,499
Value of interest in common/collective trusts at beginning of year2019-12-31$127,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,147,250
Net investment gain or loss from common/collective trusts2019-12-31$3,951
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$116,536
Employer contributions (assets) at end of year2019-12-31$2,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$417,076
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 name2019-12-31FGMK, LLC
Accountancy firm EIN2019-12-31362929601
2018 : GRAND APPLIANCE CO., INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$677,890
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$431,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$423,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$897,012
Value of total assets at end of year2018-12-31$5,856,291
Value of total assets at beginning of year2018-12-31$5,609,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,917
Total interest from all sources2018-12-31$1,186
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$173,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$172,208
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 period2018-12-31Yes
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$645,681
Participant contributions at end of year2018-12-31$106,601
Participant contributions at beginning of year2018-12-31$69,708
Participant contributions at beginning of year2018-12-31$42,820
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$162,651
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$5,536
Administrative expenses (other) incurred2018-12-31$7,917
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$246,555
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,856,291
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,609,736
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$5,621,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$379,971
Value of interest in pooled separate accounts at beginning of year2018-12-31$546,776
Interest on participant loans2018-12-31$1,186
Value of interest in common/collective trusts at end of year2018-12-31$127,870
Value of interest in common/collective trusts at beginning of year2018-12-31$4,430,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$127,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-394,566
Net investment gain or loss from common/collective trusts2018-12-31$507
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$88,680
Employer contributions (assets) at beginning of year2018-12-31$6,487
Income. Dividends from common stock2018-12-31$1,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$423,418
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31FGMK, LLC
Accountancy firm EIN2018-12-31322929601
2017 : GRAND APPLIANCE CO., INC. 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$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$2,286,200
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$169,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$167,987
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,638,128
Value of total assets at end of year2017-12-31$5,609,736
Value of total assets at beginning of year2017-12-31$3,493,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,845
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$3,466
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$926
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$400,000
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
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$574,505
Participant contributions at end of year2017-12-31$69,708
Participant contributions at beginning of year2017-12-31$46,744
Participant contributions at end of year2017-12-31$42,820
Participant contributions at beginning of year2017-12-31$36,603
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$995,984
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$5,536
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$5,536
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$-646
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,116,368
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,609,736
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,493,368
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$379,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$298,870
Value of interest in pooled separate accounts at end of year2017-12-31$546,776
Value of interest in pooled separate accounts at beginning of year2017-12-31$401,226
Interest on participant loans2017-12-31$2,732
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$734
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$4,430,863
Value of interest in common/collective trusts at beginning of year2017-12-31$2,577,670
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$127,575
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$121,116
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$60,748
Net investment gain/loss from pooled separate accounts2017-12-31$85,223
Net investment gain or loss from common/collective trusts2017-12-31$498,355
Net gain/loss from 103.12 investment entities2017-12-31$0
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$67,639
Employer contributions (assets) at end of year2017-12-31$6,487
Employer contributions (assets) at beginning of year2017-12-31$5,603
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$167,987
Contract administrator fees2017-12-31$1,845
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31FGMK, LLC
Accountancy firm EIN2017-12-31362929601
2016 : GRAND APPLIANCE CO., INC. 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$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$789,672
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$30,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$15,587
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$13,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$565,879
Value of total assets at end of year2016-12-31$3,487,527
Value of total assets at beginning of year2016-12-31$2,727,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$975
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$2,772
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$836
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$836
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$170,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$478,177
Participant contributions at end of year2016-12-31$46,990
Participant contributions at beginning of year2016-12-31$47,249
Participant contributions at end of year2016-12-31$36,080
Participant contributions at beginning of year2016-12-31$30,398
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$22,443
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$-24
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$759,568
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,487,527
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,727,959
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$298,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$239,404
Value of interest in pooled separate accounts at end of year2016-12-31$401,226
Value of interest in pooled separate accounts at beginning of year2016-12-31$302,879
Interest on participant loans2016-12-31$2,283
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$489
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$2,577,670
Value of interest in common/collective trusts at beginning of year2016-12-31$2,004,145
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$121,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$99,324
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$25,437
Net investment gain/loss from pooled separate accounts2016-12-31$33,063
Net investment gain or loss from common/collective trusts2016-12-31$161,709
Net gain/loss from 103.12 investment entities2016-12-31$0
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$65,259
Employer contributions (assets) at end of year2016-12-31$5,575
Employer contributions (assets) at beginning of year2016-12-31$4,560
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$15,587
Contract administrator fees2016-12-31$975
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31FGMK
Accountancy firm EIN2016-12-31362929601
2015 : GRAND APPLIANCE CO., INC. 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$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$580,450
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$207,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$159,130
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$46,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$625,959
Value of total assets at end of year2015-12-31$2,727,959
Value of total assets at beginning of year2015-12-31$2,354,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,049
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$2,414
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$729
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$729
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$170,000
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
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$503,677
Participant contributions at end of year2015-12-31$47,249
Participant contributions at beginning of year2015-12-31$16,993
Participant contributions at end of year2015-12-31$30,398
Participant contributions at beginning of year2015-12-31$70,799
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$51,154
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$-393
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$373,284
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,727,959
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,354,675
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$239,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$218,312
Value of interest in pooled separate accounts at end of year2015-12-31$302,879
Value of interest in pooled separate accounts at beginning of year2015-12-31$293,808
Interest on participant loans2015-12-31$2,202
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$212
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$2,004,145
Value of interest in common/collective trusts at beginning of year2015-12-31$1,650,184
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$99,324
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$94,632
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,151
Net investment gain/loss from pooled separate accounts2015-12-31$-6,358
Net investment gain or loss from common/collective trusts2015-12-31$-39,750
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$71,128
Employer contributions (assets) at end of year2015-12-31$4,560
Employer contributions (assets) at beginning of year2015-12-31$9,947
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$159,130
Contract administrator fees2015-12-31$1,049
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 plan2015-12-31Qualified
Accountancy firm name2015-12-31EVOY, KAMSCHULTE, JACOBS & CO LLP
Accountancy firm EIN2015-12-31362769783
2014 : GRAND APPLIANCE CO., INC. 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$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$814,744
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$46,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$15,479
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$29,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$740,098
Value of total assets at end of year2014-12-31$2,354,675
Value of total assets at beginning of year2014-12-31$1,586,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,047
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$824
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$152
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$152
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$375,763
Participant contributions at end of year2014-12-31$16,993
Participant contributions at beginning of year2014-12-31$16,112
Participant contributions at end of year2014-12-31$70,799
Participant contributions at beginning of year2014-12-31$4,382
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$302,912
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$-990
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$768,388
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,354,675
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,586,287
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$218,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$293,808
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,467,364
Interest on participant loans2014-12-31$654
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$170
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$1,650,184
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$94,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$97,652
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,047
Net investment gain/loss from pooled separate accounts2014-12-31$64,189
Net investment gain or loss from common/collective trusts2014-12-31$9,424
Net gain/loss from 103.12 investment entities2014-12-31$0
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$61,423
Employer contributions (assets) at end of year2014-12-31$9,947
Employer contributions (assets) at beginning of year2014-12-31$777
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$15,479
Contract administrator fees2014-12-31$1,047
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 plan2014-12-31Qualified
Accountancy firm name2014-12-31EVOY, KAMSCHULTE, JACOBS & CO.,LLP
Accountancy firm EIN2014-12-31362769783
2013 : GRAND APPLIANCE CO., INC. 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$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$548,327
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$38,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$27,247
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$10,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$350,852
Value of total assets at end of year2013-12-31$1,586,287
Value of total assets at beginning of year2013-12-31$1,076,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,195
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$971
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
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
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
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$283,347
Participant contributions at end of year2013-12-31$16,112
Participant contributions at beginning of year2013-12-31$9,031
Participant contributions at end of year2013-12-31$4,382
Participant contributions at beginning of year2013-12-31$14,055
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$25,319
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$-140
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables 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$509,790
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,586,287
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,076,497
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$1,467,364
Value of interest in pooled separate accounts at beginning of year2013-12-31$974,858
Interest on participant loans2013-12-31$789
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$182
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$97,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$76,135
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$196,644
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$42,186
Employer contributions (assets) at end of year2013-12-31$777
Employer contributions (assets) at beginning of year2013-12-31$2,418
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$27,247
Contract administrator fees2013-12-31$1,195
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31EVOY, KAMSCHULTE, JACOBS & CO LLP
Accountancy firm EIN2013-12-31362769783

Form 5500 Responses for GRAND APPLIANCE CO., INC. 401(K) PLAN

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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number810749
Policy instance 1
Insurance contract or identification number810749
Number of Individuals Covered290
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3,581
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?Yes
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 $3,581
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number810749
Policy instance 1
Insurance contract or identification number810749
Number of Individuals Covered290
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,900
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,900
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number810749
Policy instance 1
Insurance contract or identification number810749
Number of Individuals Covered193
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,801
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,801
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number810749
Policy instance 1
Insurance contract or identification number810749
Number of Individuals Covered196
Insurance policy start date2014-11-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number615829
Policy instance 2
Insurance contract or identification number615829
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-11-04
Total amount of commissions paid to insurance brokerUSD $4,116
Total amount of fees paid to insurance companyUSD $4,695
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number615829
Policy instance 1
Insurance contract or identification number615829
Number of Individuals Covered156
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,283
Total amount of fees paid to insurance companyUSD $3,153
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,113
Amount paid for insurance broker fees3153
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION

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