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SUNRISE WINDOWS 401(K) & PROFIT SHARING PLAN 401k Plan overview

Plan NameSUNRISE WINDOWS 401(K) & PROFIT SHARING PLAN
Plan identification number 001

SUNRISE WINDOWS 401(K) & PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

SUNRISE WINDOWS, LTD has sponsored the creation of one or more 401k plans.

Company Name:SUNRISE WINDOWS, LTD
Employer identification number (EIN):383210258
NAIC Classification:326100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUNRISE WINDOWS 401(K) & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01THOMAS HANDEL THOMAS HANDEL2013-07-26
0012011-01-01THOMAS HANDEL THOMAS HANDEL2012-07-26
0012009-01-01THOMAS HANDEL THOMAS HANDEL2010-07-29

Plan Statistics for SUNRISE WINDOWS 401(K) & PROFIT SHARING PLAN

401k plan membership statisitcs for SUNRISE WINDOWS 401(K) & PROFIT SHARING PLAN

Measure Date Value
2022: SUNRISE WINDOWS 401(K) & PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01292
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% vested2022-01-010
2021: SUNRISE WINDOWS 401(K) & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01452
Total number of active participants reported on line 7a of the Form 55002021-01-01257
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0134
Total of all active and inactive participants2021-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01292
Number of participants with account balances2021-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: SUNRISE WINDOWS 401(K) & PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01347
Total number of active participants reported on line 7a of the Form 55002020-01-01358
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0194
Total of all active and inactive participants2020-01-01452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01452
Number of participants with account balances2020-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0123
2019: SUNRISE WINDOWS 401(K) & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01306
Total number of active participants reported on line 7a of the Form 55002019-01-01279
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0168
Total of all active and inactive participants2019-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01347
Number of participants with account balances2019-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0131
2018: SUNRISE WINDOWS 401(K) & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01240
Total number of active participants reported on line 7a of the Form 55002018-01-01255
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0151
Total of all active and inactive participants2018-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01306
Number of participants with account balances2018-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: SUNRISE WINDOWS 401(K) & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01184
Total number of active participants reported on line 7a of the Form 55002017-01-01238
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01240
Number of participants with account balances2017-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: SUNRISE WINDOWS 401(K) & PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01235
Total number of active participants reported on line 7a of the Form 55002016-01-01183
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01184
Number of participants with account balances2016-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: SUNRISE WINDOWS 401(K) & PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01220
Total number of active participants reported on line 7a of the Form 55002015-01-01189
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0145
Total of all active and inactive participants2015-01-01235
Total participants2015-01-01235
Number of participants with account balances2015-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118
2014: SUNRISE WINDOWS 401(K) & PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01206
Total number of active participants reported on line 7a of the Form 55002014-01-01178
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0142
Total of all active and inactive participants2014-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01220
Number of participants with account balances2014-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: SUNRISE WINDOWS 401(K) & PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01185
Total number of active participants reported on line 7a of the Form 55002013-01-01172
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0135
Total of all active and inactive participants2013-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01207
Number of participants with account balances2013-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0119
2012: SUNRISE WINDOWS 401(K) & PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01211
Total number of active participants reported on line 7a of the Form 55002012-01-01175
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01185
Number of participants with account balances2012-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: SUNRISE WINDOWS 401(K) & PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01229
Total number of active participants reported on line 7a of the Form 55002011-01-01180
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01210
Number of participants with account balances2011-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0123
2009: SUNRISE WINDOWS 401(K) & PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01262
Total number of active participants reported on line 7a of the Form 55002009-01-01187
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0120
Total of all active and inactive participants2009-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01207
Number of participants with account balances2009-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on SUNRISE WINDOWS 401(K) & PROFIT SHARING PLAN

Measure Date Value
2022 : SUNRISE WINDOWS 401(K) & PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-01-13$0
Total transfer of assets from this plan2022-01-13$10,887,151
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-13$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-13$0
Total income from all sources (including contributions)2022-01-13$-162,718
Total loss/gain on sale of assets2022-01-13$0
Total of all expenses incurred2022-01-13$450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-13$400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-13$0
Value of total assets at end of year2022-01-13$0
Value of total assets at beginning of year2022-01-13$11,050,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-13$50
Total interest from all sources2022-01-13$1,056
Total dividends received (eg from common stock, registered investment company shares)2022-01-13$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-13Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-01-13$0
Was this plan covered by a fidelity bond2022-01-13Yes
Value of fidelity bond cover2022-01-13$500,000
If this is an individual account plan, was there a blackout period2022-01-13Yes
Were there any nonexempt tranactions with any party-in-interest2022-01-13No
Participant contributions at end of year2022-01-13$0
Participant contributions at beginning of year2022-01-13$204,536
Administrative expenses (other) incurred2022-01-13$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-13No
Value of net income/loss2022-01-13$-163,168
Value of net assets at end of year (total assets less liabilities)2022-01-13$0
Value of net assets at beginning of year (total assets less liabilities)2022-01-13$11,050,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-13No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-13No
Were any leases to which the plan was party in default or uncollectible2022-01-13No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-13$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-13$10,762,875
Interest earned on other investments2022-01-13$1,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-13$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-13$82,908
Net investment gain/loss from pooled separate accounts2022-01-13$-163,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-13No
Was there a failure to transmit to the plan any participant contributions2022-01-13No
Has the plan failed to provide any benefit when due under the plan2022-01-13No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-13$400
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-01-13Yes
Did the plan have assets held for investment2022-01-13Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-13No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-13No
Opinion of an independent qualified public accountant for this plan2022-01-13Disclaimer
Accountancy firm name2022-01-13RSM US LLP
Accountancy firm EIN2022-01-13420714325
2021 : SUNRISE WINDOWS 401(K) & PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,639,577
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,163,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,138,683
Expenses. Certain deemed distributions of participant loans2021-12-31$2,060
Value of total corrective distributions2021-12-31$15,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,191,360
Value of total assets at end of year2021-12-31$11,050,319
Value of total assets at beginning of year2021-12-31$9,573,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,000
Total interest from all sources2021-12-31$13,242
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$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$757,351
Participant contributions at end of year2021-12-31$204,536
Participant contributions at beginning of year2021-12-31$205,224
Other income not declared elsewhere2021-12-31$2,068
Administrative expenses (other) incurred2021-12-31$7,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,476,527
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,050,319
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,573,792
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$10,762,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,007,371
Interest on participant loans2021-12-31$9,844
Interest earned on other investments2021-12-31$3,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$82,908
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$361,197
Net investment gain/loss from pooled separate accounts2021-12-31$1,432,907
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$434,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,138,683
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : SUNRISE WINDOWS 401(K) & PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,794,621
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,298,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,189,409
Expenses. Certain deemed distributions of participant loans2020-12-31$13,415
Value of total corrective distributions2020-12-31$93,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$767,937
Value of total assets at end of year2020-12-31$9,573,792
Value of total assets at beginning of year2020-12-31$9,077,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,200
Total interest from all sources2020-12-31$13,322
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$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$623,496
Participant contributions at end of year2020-12-31$205,224
Participant contributions at beginning of year2020-12-31$199,717
Other income not declared elsewhere2020-12-31$747
Administrative expenses (other) incurred2020-12-31$2,200
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$495,904
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,573,792
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,077,888
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$9,007,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,855,177
Interest on participant loans2020-12-31$9,963
Interest earned on other investments2020-12-31$3,359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$361,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$22,994
Net investment gain/loss from pooled separate accounts2020-12-31$1,012,615
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$144,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,189,409
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 name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : SUNRISE WINDOWS 401(K) & PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,278,214
Total income from all sources (including contributions)2019-12-31$2,278,214
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$158,262
Total of all expenses incurred2019-12-31$158,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$114,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$114,730
Expenses. Certain deemed distributions of participant loans2019-12-31$447
Expenses. Certain deemed distributions of participant loans2019-12-31$447
Value of total corrective distributions2019-12-31$41,035
Value of total corrective distributions2019-12-31$41,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$812,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$812,795
Value of total assets at end of year2019-12-31$9,077,888
Value of total assets at end of year2019-12-31$9,077,888
Value of total assets at beginning of year2019-12-31$6,957,936
Value of total assets at beginning of year2019-12-31$6,957,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,050
Total interest from all sources2019-12-31$13,329
Total interest from all sources2019-12-31$13,329
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$573,413
Contributions received from participants2019-12-31$573,413
Participant contributions at end of year2019-12-31$199,717
Participant contributions at end of year2019-12-31$199,717
Participant contributions at beginning of year2019-12-31$237,430
Participant contributions at beginning of year2019-12-31$237,430
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$30,606
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$30,606
Other income not declared elsewhere2019-12-31$148
Other income not declared elsewhere2019-12-31$148
Administrative expenses (other) incurred2019-12-31$2,050
Administrative expenses (other) incurred2019-12-31$2,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,119,952
Value of net income/loss2019-12-31$2,119,952
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,077,888
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,077,888
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,957,936
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,957,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,855,177
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,855,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,702,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,702,311
Interest on participant loans2019-12-31$11,435
Interest on participant loans2019-12-31$11,435
Interest earned on other investments2019-12-31$1,894
Interest earned on other investments2019-12-31$1,894
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$22,994
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$22,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$18,195
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$18,195
Net investment gain/loss from pooled separate accounts2019-12-31$1,451,942
Net investment gain/loss from pooled separate accounts2019-12-31$1,451,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$208,776
Contributions received in cash from employer2019-12-31$208,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$114,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$114,730
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : SUNRISE WINDOWS 401(K) & PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$60,243
Total income from all sources (including contributions)2018-12-31$568,972
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$360,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$352,616
Expenses. Certain deemed distributions of participant loans2018-12-31$4,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$834,285
Value of total assets at end of year2018-12-31$6,957,936
Value of total assets at beginning of year2018-12-31$6,809,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,903
Total interest from all sources2018-12-31$15,162
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$500,233
Participant contributions at end of year2018-12-31$237,430
Participant contributions at beginning of year2018-12-31$235,597
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$28,253
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$165,052
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$60,243
Other income not declared elsewhere2018-12-31$2,853
Administrative expenses (other) incurred2018-12-31$2,903
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$10,370
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$208,958
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,957,936
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,748,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,702,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,519,601
Interest on participant loans2018-12-31$11,966
Interest earned on other investments2018-12-31$3,196
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$18,195
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,047
Net investment gain/loss from pooled separate accounts2018-12-31$-283,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$169,000
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$10,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$352,616
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : SUNRISE WINDOWS 401(K) & PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$60,243
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$31,666
Total income from all sources (including contributions)2017-12-31$1,982,369
Total of all expenses incurred2017-12-31$809,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$804,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,039,629
Value of total assets at end of year2017-12-31$6,809,221
Value of total assets at beginning of year2017-12-31$5,607,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,956
Total interest from all sources2017-12-31$10,137
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$359,594
Participant contributions at end of year2017-12-31$235,597
Participant contributions at beginning of year2017-12-31$224,147
Participant contributions at end of year2017-12-31$28,253
Participant contributions at beginning of year2017-12-31$1,355
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$545,539
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$60,243
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$31,666
Total non interest bearing cash at end of year2017-12-31$10,370
Total non interest bearing cash at beginning of year2017-12-31$474
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$1,173,000
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,748,978
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,575,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,519,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,376,668
Interest on participant loans2017-12-31$10,078
Interest earned on other investments2017-12-31$59
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,047
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$932,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$134,496
Employer contributions (assets) at end of year2017-12-31$10,353
Employer contributions (assets) at beginning of year2017-12-31$574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$804,413
Contract administrator fees2017-12-31$4,956
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 name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : SUNRISE WINDOWS 401(K) & PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$31,666
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$36,362
Total income from all sources (including contributions)2016-12-31$849,224
Total of all expenses incurred2016-12-31$784,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$750,411
Value of total corrective distributions2016-12-31$30,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$485,630
Value of total assets at end of year2016-12-31$5,607,644
Value of total assets at beginning of year2016-12-31$5,547,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,222
Total interest from all sources2016-12-31$8,505
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$362,877
Participant contributions at end of year2016-12-31$224,147
Participant contributions at beginning of year2016-12-31$227,536
Participant contributions at end of year2016-12-31$1,355
Participant contributions at beginning of year2016-12-31$1,769
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$20,011
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$31,666
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$36,362
Other income not declared elsewhere2016-12-31$355,089
Total non interest bearing cash at end of year2016-12-31$474
Total non interest bearing cash at beginning of year2016-12-31$2,464
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$64,611
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,575,978
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,511,367
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$5,376,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,311,478
Interest on participant loans2016-12-31$8,451
Interest earned on other investments2016-12-31$54
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,784
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$102,742
Employer contributions (assets) at end of year2016-12-31$574
Employer contributions (assets) at beginning of year2016-12-31$698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$750,411
Contract administrator fees2016-12-31$3,222
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 name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : SUNRISE WINDOWS 401(K) & PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$36,362
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,350
Total income from all sources (including contributions)2015-12-31$621,112
Total of all expenses incurred2015-12-31$1,358,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,317,675
Value of total corrective distributions2015-12-31$36,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$651,265
Value of total assets at end of year2015-12-31$5,547,729
Value of total assets at beginning of year2015-12-31$6,254,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,242
Total interest from all sources2015-12-31$8,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$1,032
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$491,583
Participant contributions at end of year2015-12-31$1,769
Participant contributions at beginning of year2015-12-31$2,155
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,748
Assets. Loans (other than to participants) at end of year2015-12-31$227,536
Assets. Loans (other than to participants) at beginning of year2015-12-31$215,097
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$36,362
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$6,350
Total non interest bearing cash at end of year2015-12-31$2,464
Total non interest bearing cash at beginning of year2015-12-31$566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-737,167
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,511,367
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,248,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,311,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,033,106
Interest on participant loans2015-12-31$8,602
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$52
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-38,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$153,934
Employer contributions (assets) at end of year2015-12-31$698
Employer contributions (assets) at beginning of year2015-12-31$739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,317,675
Contract administrator fees2015-12-31$3,210
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 name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : SUNRISE WINDOWS 401(K) & PROFIT SHARING PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,350
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,412
Total income from all sources (including contributions)2014-12-31$906,196
Total of all expenses incurred2014-12-31$1,016,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,013,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$633,796
Value of total assets at end of year2014-12-31$6,254,884
Value of total assets at beginning of year2014-12-31$6,363,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,737
Total interest from all sources2014-12-31$6,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$2,737
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$490,321
Participant contributions at end of year2014-12-31$2,155
Assets. Loans (other than to participants) at end of year2014-12-31$215,097
Assets. Loans (other than to participants) at beginning of year2014-12-31$145,961
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$6,350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$4,412
Total non interest bearing cash at end of year2014-12-31$566
Total non interest bearing cash at beginning of year2014-12-31$8,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-110,076
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,248,534
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,358,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,033,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,192,832
Interest on participant loans2014-12-31$6,748
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$63
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,221
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$265,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$143,475
Employer contributions (assets) at end of year2014-12-31$739
Employer contributions (assets) at beginning of year2014-12-31$13,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,013,535
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 name2014-12-31MCGLADREY,LLP
Accountancy firm EIN2014-12-31420714325
2013 : SUNRISE WINDOWS 401(K) & PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,412
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,572,756
Total of all expenses incurred2013-12-31$433,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$422,754
Value of total corrective distributions2013-12-31$5,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$560,622
Value of total assets at end of year2013-12-31$6,363,022
Value of total assets at beginning of year2013-12-31$5,219,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,555
Total interest from all sources2013-12-31$5,062
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$471,525
Participant contributions at beginning of year2013-12-31$10,808
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$145,961
Assets. Loans (other than to participants) at beginning of year2013-12-31$137,297
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$4,412
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$8,319
Total non interest bearing cash at beginning of year2013-12-31$1,624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,139,135
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,358,610
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,219,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,192,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,065,218
Income. Interest from loans (other than to participants)2013-12-31$4,997
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$65
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,375
Net investment gain/loss from pooled separate accounts2013-12-31$1,007,072
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$89,097
Employer contributions (assets) at end of year2013-12-31$13,000
Employer contributions (assets) at beginning of year2013-12-31$2,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$422,754
Contract administrator fees2013-12-31$5,555
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 name2013-12-31MCGLADREY,LLP
Accountancy firm EIN2013-12-31420714325
2012 : SUNRISE WINDOWS 401(K) & PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,193
Total income from all sources (including contributions)2012-12-31$1,093,662
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$362,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$340,838
Expenses. Certain deemed distributions of participant loans2012-12-31$13,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$486,243
Value of total assets at end of year2012-12-31$5,219,475
Value of total assets at beginning of year2012-12-31$4,498,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,904
Total interest from all sources2012-12-31$8,983
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$450,000
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$417,499
Participant contributions at end of year2012-12-31$137,297
Participant contributions at beginning of year2012-12-31$150,737
Participant contributions at end of year2012-12-31$10,808
Participant contributions at beginning of year2012-12-31$11,100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$10,193
Total non interest bearing cash at end of year2012-12-31$1,624
Total non interest bearing cash at beginning of year2012-12-31$17,108
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$730,834
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,219,475
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,488,641
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
Investment advisory and management fees2012-12-31$8,904
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,065,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,207,054
Interest on participant loans2012-12-31$6,356
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,627
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,375
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$92,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$-8,889
Net investment gain/loss from pooled separate accounts2012-12-31$607,325
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$68,744
Employer contributions (assets) at end of year2012-12-31$2,153
Employer contributions (assets) at beginning of year2012-12-31$20,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$340,838
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 name2012-12-31MCGLADREY, LLP
Accountancy firm EIN2012-12-31420714325
2011 : SUNRISE WINDOWS 401(K) & PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,193
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,970
Total income from all sources (including contributions)2011-12-31$464,162
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$299,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$236,893
Expenses. Certain deemed distributions of participant loans2011-12-31$29,372
Value of total corrective distributions2011-12-31$9,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$618,215
Value of total assets at end of year2011-12-31$4,498,834
Value of total assets at beginning of year2011-12-31$4,330,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$23,024
Total interest from all sources2011-12-31$8,031
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$5,440
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$450,000
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$433,402
Participant contributions at end of year2011-12-31$150,737
Participant contributions at beginning of year2011-12-31$145,592
Participant contributions at end of year2011-12-31$11,100
Participant contributions at beginning of year2011-12-31$16,696
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$10,193
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$6,970
Total non interest bearing cash at end of year2011-12-31$17,108
Total non interest bearing cash at beginning of year2011-12-31$6,934
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$165,064
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,488,641
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,323,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,207,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,974,518
Interest on participant loans2011-12-31$6,396
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,635
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$92,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$90,781
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-162,084
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$184,813
Employer contributions (assets) at end of year2011-12-31$20,491
Employer contributions (assets) at beginning of year2011-12-31$96,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$236,893
Contract administrator fees2011-12-31$17,584
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 name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : SUNRISE WINDOWS 401(K) & PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,970
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,125,774
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$218,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$185,219
Value of total corrective distributions2010-12-31$15,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$648,130
Value of total assets at end of year2010-12-31$4,330,547
Value of total assets at beginning of year2010-12-31$3,415,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$17,684
Total interest from all sources2010-12-31$9,760
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$3,325
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$450,000
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$404,117
Participant contributions at end of year2010-12-31$145,592
Participant contributions at beginning of year2010-12-31$138,481
Participant contributions at end of year2010-12-31$16,696
Participant contributions at beginning of year2010-12-31$8,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$6,970
Total non interest bearing cash at end of year2010-12-31$6,934
Total non interest bearing cash at beginning of year2010-12-31$871
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$907,587
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,323,577
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,415,990
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$3,974,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,077,824
Interest on participant loans2010-12-31$7,033
Interest earned on other investments2010-12-31$2,727
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$90,781
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$87,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$467,884
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$244,013
Employer contributions (assets) at end of year2010-12-31$96,026
Employer contributions (assets) at beginning of year2010-12-31$102,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$185,219
Contract administrator fees2010-12-31$14,359
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 name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325

Form 5500 Responses for SUNRISE WINDOWS 401(K) & PROFIT SHARING PLAN

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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH4027
Policy instance 1
Insurance contract or identification numberYH4027
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-01-13
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH4027
Policy instance 1
Insurance contract or identification numberYH4027
Number of Individuals Covered292
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH4027
Policy instance 1
Insurance contract or identification numberYH4027
Number of Individuals Covered452
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH4027
Policy instance 1
Insurance contract or identification numberYH4027
Number of Individuals Covered347
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH4027
Policy instance 2
Insurance contract or identification numberYH4027
Number of Individuals Covered306
Insurance policy start date2018-05-14
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number39942
Policy instance 1
Insurance contract or identification number39942
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-05-13
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number39942
Policy instance 1
Insurance contract or identification number39942
Number of Individuals Covered224
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $14,678
Total amount of fees paid to insurance companyUSD $3,106
Commission paid to Insurance BrokerUSD $1,076
Insurance broker organization code?3
Amount paid for insurance broker fees3106
Additional information about fees paid to insurance brokerNOT PART OF THE CONTRACT CHARGES OR PLAN FEES
Insurance broker nameCETERA ADVISOR NETWORKS INSURANCE
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number39942
Policy instance 1
Insurance contract or identification number39942
Number of Individuals Covered237
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $14,299
Total amount of fees paid to insurance companyUSD $3,008
Commission paid to Insurance BrokerUSD $14,299
Insurance broker organization code?3
Amount paid for insurance broker fees3008
Additional information about fees paid to insurance brokerNOT PART OF THE CONTRACT CHARGES OR PLAN FEES
Insurance broker namePENISON INNOVATIONS & CONSULTING
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number39942
Policy instance 1
Insurance contract or identification number39942
Number of Individuals Covered239
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $15,411
Total amount of fees paid to insurance companyUSD $3,200
Commission paid to Insurance BrokerUSD $15,411
Insurance broker organization code?3
Amount paid for insurance broker fees3200
Additional information about fees paid to insurance brokerNOT PART OF THE CONTRACT CHARGES OR PLAN FEES
Insurance broker namePENISON INNOVATIONS & CONSULTING
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number39942
Policy instance 1
Insurance contract or identification number39942
Number of Individuals Covered206
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $21,429
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $9,110
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker namePENSION INNOVATIONS & CONSULTING
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number39942
Policy instance 1
Insurance contract or identification number39942
Number of Individuals Covered213
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $11,979
Total amount of fees paid to insurance companyUSD $6,246
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $11,979
Insurance broker organization code?3
Amount paid for insurance broker fees3792
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker namePENSION INNOVATIONS & CONSULTING
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number39942
Policy instance 1
Insurance contract or identification number39942
Number of Individuals Covered218
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $11,122
Total amount of fees paid to insurance companyUSD $7,687
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number39942
Policy instance 1
Insurance contract or identification number39942
Number of Individuals Covered239
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $8,841
Total amount of fees paid to insurance companyUSD $5,339
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $8,841
Insurance broker organization code?3
Amount paid for insurance broker fees3595
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameALLIANZ GLOBAL INVESTORS FUND MGMT

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