VIKING TOOL & ENGINEERING, INC. OF WHITE HALL, MICHIGAN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan VIKING TOOL & ENGINEERING, INC. OF WHITE HALL, MICHIGAN PROFIT SHARING
401k plan membership statisitcs for VIKING TOOL & ENGINEERING, INC. OF WHITE HALL, MICHIGAN PROFIT SHARING
| Measure | Date | Value |
|---|
| 2019: VIKING TOOL & ENGINEERING, INC. OF WHITE HALL, MICHIGAN PROFIT SHARING 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 30 |
| Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 3 |
| Total of all active and inactive participants | 2019-07-01 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
| Total participants | 2019-07-01 | 33 |
| Number of participants with account balances | 2019-07-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
| 2018: VIKING TOOL & ENGINEERING, INC. OF WHITE HALL, MICHIGAN PROFIT SHARING 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 30 |
| Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 6 |
| Total of all active and inactive participants | 2018-07-01 | 36 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
| Total participants | 2018-07-01 | 36 |
| Number of participants with account balances | 2018-07-01 | 34 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
| 2017: VIKING TOOL & ENGINEERING, INC. OF WHITE HALL, MICHIGAN PROFIT SHARING 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 29 |
| Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 0 |
| Total of all active and inactive participants | 2017-07-01 | 29 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
| Total participants | 2017-07-01 | 29 |
| Number of participants with account balances | 2017-07-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 0 |
| Measure | Date | Value |
|---|
| 2019 : VIKING TOOL & ENGINEERING, INC. OF WHITE HALL, MICHIGAN PROFIT SHARING 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $358,375 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $116,974 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $106,763 |
| Total plan assets at end of year | 2019-12-31 | $3,838,972 |
| Total plan assets at beginning of year | 2019-12-31 | $3,597,571 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $83,935 |
| Other income received | 2019-12-31 | $238,360 |
| Net income (gross income less expenses) | 2019-12-31 | $241,401 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,838,972 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,597,571 |
| Assets. Value of participant loans | 2019-12-31 | $57,662 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $36,080 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $10,211 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
| 2018 : VIKING TOOL & ENGINEERING, INC. OF WHITE HALL, MICHIGAN PROFIT SHARING 2018 401k financial data |
|---|
| Total income from all sources | 2018-06-30 | $446,636 |
| Expenses. Total of all expenses incurred | 2018-06-30 | $605,136 |
| Benefits paid (including direct rollovers) | 2018-06-30 | $586,002 |
| Total plan assets at end of year | 2018-06-30 | $3,248,000 |
| Total plan assets at beginning of year | 2018-06-30 | $3,406,500 |
| Value of fidelity bond covering the plan | 2018-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2018-06-30 | $118,840 |
| Other income received | 2018-06-30 | $275,649 |
| Net income (gross income less expenses) | 2018-06-30 | $-158,500 |
| Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $3,248,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $3,406,500 |
| Assets. Value of participant loans | 2018-06-30 | $62,470 |
| Total contributions received or receivable from employer(s) | 2018-06-30 | $52,147 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-06-30 | $19,134 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
| 2019: VIKING TOOL & ENGINEERING, INC. OF WHITE HALL, MICHIGAN PROFIT SHARING 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | No |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2019-07-01 | Plan is a collectively bargained plan | No |
| 2019-07-01 | Plan funding arrangement – Insurance | Yes |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| 2018: VIKING TOOL & ENGINEERING, INC. OF WHITE HALL, MICHIGAN PROFIT SHARING 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Submission has been amended | No |
| 2018-07-01 | This submission is the final filing | No |
| 2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-07-01 | Plan is a collectively bargained plan | No |
| 2018-07-01 | Plan funding arrangement – Insurance | Yes |
| 2018-07-01 | Plan funding arrangement – Trust | Yes |
| 2018-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-07-01 | Plan benefit arrangement - Trust | Yes |
| 2017: VIKING TOOL & ENGINEERING, INC. OF WHITE HALL, MICHIGAN PROFIT SHARING 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Submission has been amended | No |
| 2017-07-01 | This submission is the final filing | No |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | No |
| 2017-07-01 | Plan funding arrangement – Insurance | Yes |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 65676 |
| Policy instance | 1 |
| Insurance contract or identification number | 65676 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $3,331 | | Total amount of fees paid to insurance company | USD $883 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $3,331 | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 883 | | Additional information about fees paid to insurance broker | TPA SERVICES |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 65676 |
| Policy instance | 1 |
| Insurance contract or identification number | 65676 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $9,186 | | Total amount of fees paid to insurance company | USD $1,787 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $9,186 | | Amount paid for insurance broker fees | 496 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker organization code? | 7 |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 801462 |
| Policy instance | 1 |
| Insurance contract or identification number | 801462 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $1,360 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $1,360 | | Insurance broker organization code? | 7 | | Insurance broker name | MERRILL LYNCH LIFE AGENCY |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 65676 |
| Policy instance | 2 |
| Insurance contract or identification number | 65676 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $16,580 | | Total amount of fees paid to insurance company | USD $9,124 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $16,580 | | Amount paid for insurance broker fees | 505 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker organization code? | 7 | | Insurance broker name | PPG RETIREMENT PLAN SERVICES |
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