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CHI OVERHEAD DOORS INC 401(K) PLAN 401k Plan overview

Plan NameCHI OVERHEAD DOORS INC 401(K) PLAN
Plan identification number 001

CHI OVERHEAD DOORS 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHI OVERHEAD DOORS LLC has sponsored the creation of one or more 401k plans.

Company Name:CHI OVERHEAD DOORS LLC
Employer identification number (EIN):371307264
NAIC Classification:321900

Additional information about CHI OVERHEAD DOORS LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4976742

More information about CHI OVERHEAD DOORS LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHI OVERHEAD DOORS INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01TISHA PFEIFFER2023-10-02
0012021-01-01TISHA PFEIFFER2022-09-01
0012020-01-01TISHA PFEIFFER2021-09-17
0012019-01-01TISHA PFEIFFER2020-09-28
0012018-01-01TISHA PFEIFFER2019-10-03
0012017-01-01
0012016-01-01
0012015-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01STEVE DYKMAN
0012011-01-01PATRICK KNOLL
0012010-01-01PATRICK KNOLL
0012009-01-01PATRICK KNOLL
0012009-01-01PATRICK KNOLL

Plan Statistics for CHI OVERHEAD DOORS INC 401(K) PLAN

401k plan membership statisitcs for CHI OVERHEAD DOORS INC 401(K) PLAN

Measure Date Value
2022: CHI OVERHEAD DOORS INC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01705
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: CHI OVERHEAD DOORS INC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01700
Total number of active participants reported on line 7a of the Form 55002021-01-01555
Number of retired or separated participants receiving benefits2021-01-0120
Number of other retired or separated participants entitled to future benefits2021-01-0166
Total of all active and inactive participants2021-01-01641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01641
Number of participants with account balances2021-01-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115
2020: CHI OVERHEAD DOORS INC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01709
Total number of active participants reported on line 7a of the Form 55002020-01-01587
Number of retired or separated participants receiving benefits2020-01-0122
Number of other retired or separated participants entitled to future benefits2020-01-0155
Total of all active and inactive participants2020-01-01664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01664
Number of participants with account balances2020-01-01403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: CHI OVERHEAD DOORS INC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01658
Total number of active participants reported on line 7a of the Form 55002019-01-01595
Number of retired or separated participants receiving benefits2019-01-0117
Number of other retired or separated participants entitled to future benefits2019-01-0134
Total of all active and inactive participants2019-01-01646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01647
Number of participants with account balances2019-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0119
2018: CHI OVERHEAD DOORS INC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01649
Total number of active participants reported on line 7a of the Form 55002018-01-01567
Number of retired or separated participants receiving benefits2018-01-0112
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01612
Number of participants with account balances2018-01-01387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0118
2017: CHI OVERHEAD DOORS INC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01664
Total number of active participants reported on line 7a of the Form 55002017-01-01560
Number of retired or separated participants receiving benefits2017-01-0122
Number of other retired or separated participants entitled to future benefits2017-01-0151
Total of all active and inactive participants2017-01-01633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01633
Number of participants with account balances2017-01-01411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016: CHI OVERHEAD DOORS INC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01625
Total number of active participants reported on line 7a of the Form 55002016-01-01555
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0148
Total of all active and inactive participants2016-01-01603
Total participants2016-01-01603
Number of participants with account balances2016-01-01393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0123
2015: CHI OVERHEAD DOORS INC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01472
Total number of active participants reported on line 7a of the Form 55002015-01-01488
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0148
Total of all active and inactive participants2015-01-01536
Total participants2015-01-01536
Number of participants with account balances2015-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0123
2014: CHI OVERHEAD DOORS INC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01491
Total number of active participants reported on line 7a of the Form 55002014-01-01428
Number of other retired or separated participants entitled to future benefits2014-01-0144
Total of all active and inactive participants2014-01-01472
Total participants2014-01-01472
Number of participants with account balances2014-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: CHI OVERHEAD DOORS INC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01440
Total number of active participants reported on line 7a of the Form 55002013-01-01414
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-01437
Total participants2013-01-01437
Number of participants with account balances2013-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: CHI OVERHEAD DOORS INC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01380
Total number of active participants reported on line 7a of the Form 55002012-01-01354
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01377
Number of participants with account balances2012-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: CHI OVERHEAD DOORS INC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01362
Total number of active participants reported on line 7a of the Form 55002011-01-01337
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-01351
Total participants2011-01-01351
Number of participants with account balances2011-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: CHI OVERHEAD DOORS INC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01361
Total number of active participants reported on line 7a of the Form 55002010-01-01317
Number of other retired or separated participants entitled to future benefits2010-01-0117
Total of all active and inactive participants2010-01-01334
Total participants2010-01-01334
Number of participants with account balances2010-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: CHI OVERHEAD DOORS INC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01393
Total number of active participants reported on line 7a of the Form 55002009-01-01328
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01349
Number of participants with account balances2009-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on CHI OVERHEAD DOORS INC 401(K) PLAN

Measure Date Value
2022 : CHI OVERHEAD DOORS INC 401(K) PLAN 2022 401k financial data
Total transfer of assets from this plan2022-12-31$23,512,382
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$103,138
Total income from all sources (including contributions)2022-12-31$2,298,577
Total of all expenses incurred2022-12-31$4,063,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,938,181
Value of total corrective distributions2022-12-31$85,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,477,576
Value of total assets at end of year2022-12-31$0
Value of total assets at beginning of year2022-12-31$25,380,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$39,988
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$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$5,191,552
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$103,138
Other income not declared elsewhere2022-12-31$29,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,765,026
Value of net assets at end of year (total assets less liabilities)2022-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$25,277,408
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$23,664,746
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,246,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,208,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,286,024
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$468,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,938,181
Contract administrator fees2022-12-31$39,988
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 PBGC2022-12-31Yes
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MARTIN HOOD LLC
Accountancy firm EIN2022-12-31371119790
2021 : CHI OVERHEAD DOORS INC 401(K) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$103,138
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$72,558
Total income from all sources (including contributions)2021-12-31$5,005,729
Total of all expenses incurred2021-12-31$2,790,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,624,648
Value of total corrective distributions2021-12-31$103,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,357,275
Value of total assets at end of year2021-12-31$25,380,546
Value of total assets at beginning of year2021-12-31$23,134,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$62,635
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,643,107
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$241,042
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$103,138
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$72,558
Other income not declared elsewhere2021-12-31$67,170
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$2,215,308
Value of net assets at end of year (total assets less liabilities)2021-12-31$25,277,408
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,062,100
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$23,664,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$21,190,417
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,246,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,507,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,581,284
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$473,126
Employer contributions (assets) at end of year2021-12-31$468,952
Employer contributions (assets) at beginning of year2021-12-31$436,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,624,648
Contract administrator fees2021-12-31$62,635
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31MARTIN HOOD LLC
Accountancy firm EIN2021-12-31371119790
2020 : CHI OVERHEAD DOORS INC 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$72,558
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$61,908
Total income from all sources (including contributions)2020-12-31$4,562,139
Total of all expenses incurred2020-12-31$2,290,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,141,974
Value of total corrective distributions2020-12-31$72,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,986,798
Value of total assets at end of year2020-12-31$23,134,658
Value of total assets at beginning of year2020-12-31$20,852,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$75,700
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,528,282
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$8,830
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$72,558
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$61,908
Other income not declared elsewhere2020-12-31$70,083
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$2,271,907
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,062,100
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,790,193
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$21,190,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,707,513
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,507,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,726,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,505,258
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$449,686
Employer contributions (assets) at end of year2020-12-31$436,811
Employer contributions (assets) at beginning of year2020-12-31$418,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,141,974
Contract administrator fees2020-12-31$75,700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31MARTIN HOOD LLC
Accountancy firm EIN2020-12-31371119790
2019 : CHI OVERHEAD DOORS INC 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$61,908
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$38,705
Total income from all sources (including contributions)2019-12-31$5,426,800
Total of all expenses incurred2019-12-31$1,314,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,201,592
Value of total corrective distributions2019-12-31$61,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,934,345
Value of total assets at end of year2019-12-31$20,852,101
Value of total assets at beginning of year2019-12-31$16,716,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$51,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,463,213
Participant contributions at beginning of year2019-12-31$21,697
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$42,632
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$61,908
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$38,705
Other income not declared elsewhere2019-12-31$68,211
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$4,111,963
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,790,193
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,678,230
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$18,707,513
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,726,254
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$16,294,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,424,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$428,500
Employer contributions (assets) at end of year2019-12-31$418,334
Employer contributions (assets) at beginning of year2019-12-31$400,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,201,592
Contract administrator fees2019-12-31$51,337
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31MARTIN HOOD LLC
Accountancy firm EIN2019-12-31371119790
2018 : CHI OVERHEAD DOORS INC 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$38,705
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$41,056
Total income from all sources (including contributions)2018-12-31$795,930
Total of all expenses incurred2018-12-31$1,731,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,683,171
Value of total corrective distributions2018-12-31$38,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,750,374
Value of total assets at end of year2018-12-31$16,716,935
Value of total assets at beginning of year2018-12-31$17,654,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,388
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,349,522
Participant contributions at end of year2018-12-31$21,697
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$38,705
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$41,056
Other income not declared elsewhere2018-12-31$58,555
Administrative expenses (other) incurred2018-12-31$9,388
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$25,387
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-935,334
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,678,230
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,613,564
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 funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$16,294,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$17,244,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,012,999
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$400,852
Employer contributions (assets) at end of year2018-12-31$400,852
Employer contributions (assets) at beginning of year2018-12-31$384,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,683,171
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31MARTIN HOOD LLC
Accountancy firm EIN2018-12-31371119790
2017 : CHI OVERHEAD DOORS INC 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$41,056
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$52,756
Total income from all sources (including contributions)2017-12-31$3,928,538
Total of all expenses incurred2017-12-31$1,392,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,351,665
Value of total corrective distributions2017-12-31$41,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,874,768
Value of total assets at end of year2017-12-31$17,654,620
Value of total assets at beginning of year2017-12-31$15,130,503
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,271,778
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$205,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$41,056
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$52,756
Total non interest bearing cash at end of year2017-12-31$25,387
Total non interest bearing cash at beginning of year2017-12-31$12,799
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$2,535,817
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,613,564
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,077,747
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 funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$17,244,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$14,742,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,053,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$397,090
Employer contributions (assets) at end of year2017-12-31$384,302
Employer contributions (assets) at beginning of year2017-12-31$374,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,351,665
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31MARTIN HOOD LLC
Accountancy firm EIN2017-12-31371119790
2016 : CHI OVERHEAD DOORS 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$52,756
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$31,091
Total income from all sources (including contributions)2016-12-31$2,401,818
Total of all expenses incurred2016-12-31$1,279,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,227,051
Value of total corrective distributions2016-12-31$52,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,589,891
Value of total assets at end of year2016-12-31$15,130,503
Value of total assets at beginning of year2016-12-31$13,986,827
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,187,472
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$20,030
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$52,756
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$31,091
Total non interest bearing cash at end of year2016-12-31$12,799
Total non interest bearing cash at beginning of year2016-12-31$12,465
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$1,122,011
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,077,747
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,955,736
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$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$13,163,981
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$14,742,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$411,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$811,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$382,389
Employer contributions (assets) at end of year2016-12-31$374,738
Employer contributions (assets) at beginning of year2016-12-31$399,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,227,051
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MARTIN, HOOD, FRIESE & ASSOCIATES
Accountancy firm EIN2016-12-31371119790
2015 : CHI OVERHEAD DOORS INC 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$31,091
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$14,212
Total income from all sources (including contributions)2015-12-31$1,514,555
Total of all expenses incurred2015-12-31$712,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$680,547
Value of total corrective distributions2015-12-31$31,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,681,183
Value of total assets at end of year2015-12-31$13,986,827
Value of total assets at beginning of year2015-12-31$13,167,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$675
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,272,970
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,336
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$31,091
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$14,212
Administrative expenses (other) incurred2015-12-31$675
Total non interest bearing cash at end of year2015-12-31$12,465
Total non interest bearing cash at beginning of year2015-12-31$5,489
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$802,242
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,955,736
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,153,494
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 pooled separate accounts at end of year2015-12-31$13,163,981
Value of interest in pooled separate accounts at beginning of year2015-12-31$12,417,035
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$411,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$413,487
Net investment gain/loss from pooled separate accounts2015-12-31$-166,628
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$406,877
Employer contributions (assets) at end of year2015-12-31$399,226
Employer contributions (assets) at beginning of year2015-12-31$331,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$680,547
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31MARTIN, HOOD, FRIESE & ASSOCIATES
Accountancy firm EIN2015-12-31371119790
2014 : CHI OVERHEAD DOORS INC 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$14,212
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$38,261
Total income from all sources (including contributions)2014-12-31$1,923,654
Total of all expenses incurred2014-12-31$949,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$933,991
Value of total corrective distributions2014-12-31$14,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,316,688
Value of total assets at end of year2014-12-31$13,167,706
Value of total assets at beginning of year2014-12-31$12,217,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,046
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$965,934
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$19,059
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$14,212
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$38,261
Administrative expenses (other) incurred2014-12-31$1,046
Total non interest bearing cash at end of year2014-12-31$5,489
Total non interest bearing cash at beginning of year2014-12-31$8,002
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$974,405
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,153,494
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,179,089
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 pooled separate accounts at end of year2014-12-31$12,417,035
Value of interest in pooled separate accounts at beginning of year2014-12-31$11,648,260
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$413,487
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$286,478
Net investment gain/loss from pooled separate accounts2014-12-31$606,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$331,695
Employer contributions (assets) at end of year2014-12-31$331,695
Employer contributions (assets) at beginning of year2014-12-31$274,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$933,991
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31MARTIN, HOOD, FRIESE & ASSOCIATES
Accountancy firm EIN2014-12-31371119790
2013 : CHI OVERHEAD DOORS INC 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$38,261
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$43,290
Total income from all sources (including contributions)2013-12-31$2,834,191
Total of all expenses incurred2013-12-31$794,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$755,973
Value of total corrective distributions2013-12-31$38,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,216,339
Value of total assets at end of year2013-12-31$12,217,350
Value of total assets at beginning of year2013-12-31$10,182,422
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$849,913
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$26,451
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$91,816
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$38,261
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$43,290
Total non interest bearing cash at end of year2013-12-31$8,002
Total non interest bearing cash at beginning of year2013-12-31$4,964
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$2,039,957
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,179,089
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,139,132
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 pooled separate accounts at end of year2013-12-31$11,648,260
Value of interest in pooled separate accounts at beginning of year2013-12-31$9,688,691
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$286,478
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$209,274
Net investment gain/loss from pooled separate accounts2013-12-31$1,617,852
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$274,610
Employer contributions (assets) at end of year2013-12-31$274,610
Employer contributions (assets) at beginning of year2013-12-31$253,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$755,973
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MARTIN, HOOD, FRIESE & ASSOCIATES,
Accountancy firm EIN2013-12-31371119790
2012 : CHI OVERHEAD DOORS INC 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$43,290
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$35,530
Total income from all sources (including contributions)2012-12-31$2,232,783
Total of all expenses incurred2012-12-31$423,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$380,413
Value of total corrective distributions2012-12-31$43,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,175,874
Value of total assets at end of year2012-12-31$10,182,422
Value of total assets at beginning of year2012-12-31$8,365,583
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$817,978
Participant contributions at end of year2012-12-31$26,451
Participant contributions at beginning of year2012-12-31$22,884
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$104,854
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$43,290
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$35,530
Total non interest bearing cash at end of year2012-12-31$4,964
Total non interest bearing cash at beginning of year2012-12-31$7,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,809,079
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,139,132
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,330,053
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 pooled separate accounts at end of year2012-12-31$9,688,691
Value of interest in pooled separate accounts at beginning of year2012-12-31$7,879,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$209,274
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$197,492
Net investment gain/loss from pooled separate accounts2012-12-31$1,056,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$253,042
Employer contributions (assets) at end of year2012-12-31$253,042
Employer contributions (assets) at beginning of year2012-12-31$258,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$380,413
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : CHI OVERHEAD DOORS INC 401(K) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$35,530
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$60,999
Total income from all sources (including contributions)2011-12-31$879,102
Total of all expenses incurred2011-12-31$214,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$214,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,063,474
Value of total assets at end of year2011-12-31$8,365,583
Value of total assets at beginning of year2011-12-31$7,726,400
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$804,604
Participant contributions at end of year2011-12-31$22,884
Participant contributions at beginning of year2011-12-31$21,830
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$584
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$35,530
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$60,999
Total non interest bearing cash at end of year2011-12-31$7,196
Total non interest bearing cash at beginning of year2011-12-31$7,373
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$664,652
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,330,053
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,665,401
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 pooled separate accounts at end of year2011-12-31$7,879,725
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,305,232
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$197,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$175,993
Net investment gain/loss from pooled separate accounts2011-12-31$-184,372
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$258,286
Employer contributions (assets) at end of year2011-12-31$258,286
Employer contributions (assets) at beginning of year2011-12-31$215,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$214,450
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : CHI OVERHEAD DOORS INC 401(K) PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$42,493
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$13,523
Total income from all sources (including contributions)2010-12-31$1,701,757
Total of all expenses incurred2010-12-31$292,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$250,253
Value of total corrective distributions2010-12-31$42,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$896,755
Value of total assets at end of year2010-12-31$7,707,894
Value of total assets at beginning of year2010-12-31$6,269,913
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
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$215,972
Participant contributions at end of year2010-12-31$21,830
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$42,493
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$12,841
Total non interest bearing cash at end of year2010-12-31$7,373
Total non interest bearing cash at beginning of year2010-12-31$10,006
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$1,409,011
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,665,401
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,256,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$7,305,232
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,026,876
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$157,487
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$136,654
Net investment gain/loss from pooled separate accounts2010-12-31$805,002
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$680,783
Employer contributions (assets) at end of year2010-12-31$215,972
Employer contributions (assets) at beginning of year2010-12-31$96,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$250,253
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
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$682
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 name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596

Form 5500 Responses for CHI OVERHEAD DOORS INC 401(K) PLAN

2022: CHI OVERHEAD DOORS INC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingYes
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: CHI OVERHEAD DOORS INC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHI OVERHEAD DOORS INC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHI OVERHEAD DOORS INC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHI OVERHEAD DOORS INC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHI OVERHEAD DOORS INC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHI OVERHEAD DOORS INC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHI OVERHEAD DOORS INC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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: CHI OVERHEAD DOORS INC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: CHI OVERHEAD DOORS INC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHI OVERHEAD DOORS INC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHI OVERHEAD DOORS INC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CHI OVERHEAD DOORS INC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CHI OVERHEAD DOORS INC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260196-01
Policy instance 1
Insurance contract or identification number1260196-01
Number of Individuals Covered268
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260196-01
Policy instance 1
Insurance contract or identification number1260196-01
Number of Individuals Covered283
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260196-01
Policy instance 1
Insurance contract or identification number1260196-01
Number of Individuals Covered277
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260196-01
Policy instance 1
Insurance contract or identification number1260196-01
Number of Individuals Covered271
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260196-01
Policy instance 1
Insurance contract or identification number1260196-01
Number of Individuals Covered279
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $263
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
Amount paid for insurance broker fees263
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260196-01
Policy instance 1
Insurance contract or identification number1260196-01
Number of Individuals Covered157
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $280
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
Amount paid for insurance broker fees280
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number35983
Policy instance 1
Insurance contract or identification number35983
Number of Individuals Covered385
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $40,124
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
Amount paid for insurance broker fees33323
Insurance broker organization code?3
Insurance broker nameKEMPER CPA GROUP LLP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number35983
Policy instance 1
Insurance contract or identification number35983
Number of Individuals Covered352
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $32,642
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees31099
Insurance broker organization code?3
Insurance broker nameKEMPER CPA GROUP LLP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number35983
Policy instance 1
Insurance contract or identification number35983
Number of Individuals Covered329
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $35,938
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees31011
Insurance broker organization code?3
Insurance broker name
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number35983
Policy instance 1
Insurance contract or identification number35983
Number of Individuals Covered298
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $12,853
Total amount of fees paid to insurance companyUSD $17,625
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees16605
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $12,853
Insurance broker nameKEMPER CPA GROUP LLP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number35983
Policy instance 1
Insurance contract or identification number35983
Number of Individuals Covered270
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $24,839
Total amount of fees paid to insurance companyUSD $3,840
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number35983
Policy instance 1
Insurance contract or identification number35983
Number of Individuals Covered260
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $20,215
Total amount of fees paid to insurance companyUSD $5,563
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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