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SERVICE EXPRESS, LLC 401(K) PLAN 401k Plan overview

Plan NameSERVICE EXPRESS, LLC 401(K) PLAN
Plan identification number 001

SERVICE EXPRESS, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

SERVICE EXPRESS, LLC has sponsored the creation of one or more 401k plans.

Company Name:SERVICE EXPRESS, LLC
Employer identification number (EIN):383368786
NAIC Classification:541519
NAIC Description:Other Computer Related Services

Additional information about SERVICE EXPRESS, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2370918

More information about SERVICE EXPRESS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SERVICE EXPRESS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GRETCHEN MURPHY
0012016-01-01KRAIG HARPER
0012015-01-01KRAIG HARPER
0012014-01-01MICHAEL MCCULLOUGH
0012013-01-01MICHAEL MCCULLOUGH
0012012-01-01MICHAEL MCCULLOUGH
0012011-01-01MICHAEL MCCULLOUGH
0012010-01-01MICHAEL MCCULLOUGH
0012009-01-01MICHAEL MCCULLOUGH

Plan Statistics for SERVICE EXPRESS, LLC 401(K) PLAN

401k plan membership statisitcs for SERVICE EXPRESS, LLC 401(K) PLAN

Measure Date Value
2022: SERVICE EXPRESS, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01788
Total number of active participants reported on line 7a of the Form 55002022-01-01680
Number of retired or separated participants receiving benefits2022-01-0110
Number of other retired or separated participants entitled to future benefits2022-01-01125
Total of all active and inactive participants2022-01-01815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01815
Number of participants with account balances2022-01-01670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SERVICE EXPRESS, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01701
Total number of active participants reported on line 7a of the Form 55002021-01-01654
Number of retired or separated participants receiving benefits2021-01-0114
Number of other retired or separated participants entitled to future benefits2021-01-01110
Total of all active and inactive participants2021-01-01778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01778
Number of participants with account balances2021-01-01642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0162
2020: SERVICE EXPRESS, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01583
Total number of active participants reported on line 7a of the Form 55002020-01-01569
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0180
Total of all active and inactive participants2020-01-01652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01652
Number of participants with account balances2020-01-01548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0138
2019: SERVICE EXPRESS, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01521
Total number of active participants reported on line 7a of the Form 55002019-01-01492
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-0170
Total of all active and inactive participants2019-01-01568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01568
Number of participants with account balances2019-01-01472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0136
2018: SERVICE EXPRESS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01448
Total number of active participants reported on line 7a of the Form 55002018-01-01463
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-0155
Total of all active and inactive participants2018-01-01524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01524
Number of participants with account balances2018-01-01427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0135
2017: SERVICE EXPRESS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01364
Total number of active participants reported on line 7a of the Form 55002017-01-01369
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0132
Total of all active and inactive participants2017-01-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01404
Number of participants with account balances2017-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0125
2016: SERVICE EXPRESS, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01332
Total number of active participants reported on line 7a of the Form 55002016-01-01327
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0136
Total of all active and inactive participants2016-01-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01364
Number of participants with account balances2016-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0130
2015: SERVICE EXPRESS, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01276
Total number of active participants reported on line 7a of the Form 55002015-01-01277
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01314
Number of participants with account balances2015-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0122
2014: SERVICE EXPRESS, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01244
Total number of active participants reported on line 7a of the Form 55002014-01-01228
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0127
Total of all active and inactive participants2014-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01255
Number of participants with account balances2014-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0123
2013: SERVICE EXPRESS, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01218
Total number of active participants reported on line 7a of the Form 55002013-01-01214
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01235
Number of participants with account balances2013-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0120
2012: SERVICE EXPRESS, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01182
Total number of active participants reported on line 7a of the Form 55002012-01-01182
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01206
Number of participants with account balances2012-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: SERVICE EXPRESS, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01153
Total number of active participants reported on line 7a of the Form 55002011-01-01156
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0119
Total of all active and inactive participants2011-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01175
Number of participants with account balances2011-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2010: SERVICE EXPRESS, LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01144
Total number of active participants reported on line 7a of the Form 55002010-01-01139
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0114
Total of all active and inactive participants2010-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01153
Number of participants with account balances2010-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-019
2009: SERVICE EXPRESS, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01130
Total number of active participants reported on line 7a of the Form 55002009-01-01128
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01144
Number of participants with account balances2009-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on SERVICE EXPRESS, LLC 401(K) PLAN

Measure Date Value
2022 : SERVICE EXPRESS, LLC 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,709,783
Total of all expenses incurred2022-12-31$4,097,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,957,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,469,516
Value of total assets at end of year2022-12-31$39,555,723
Value of total assets at beginning of year2022-12-31$45,363,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$140,139
Total interest from all sources2022-12-31$42,972
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,628,398
Participant contributions at end of year2022-12-31$564,919
Participant contributions at beginning of year2022-12-31$303,818
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$560,045
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,807,385
Value of net assets at end of year (total assets less liabilities)2022-12-31$39,555,723
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$45,363,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$37,404,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$42,993,125
Interest on participant loans2022-12-31$42,972
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,547,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,026,272
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,222,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,281,073
Employer contributions (assets) at end of year2022-12-31$38,565
Employer contributions (assets) at beginning of year2022-12-31$39,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,957,463
Contract administrator fees2022-12-31$140,139
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA P.C.
Accountancy firm EIN2022-12-31135381590
2021 : SERVICE EXPRESS, LLC 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$11,439,518
Total of all expenses incurred2021-12-31$3,194,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,067,711
Expenses. Certain deemed distributions of participant loans2021-12-31$8,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,702,498
Value of total assets at end of year2021-12-31$45,363,108
Value of total assets at beginning of year2021-12-31$37,117,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$117,792
Total interest from all sources2021-12-31$28,270
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
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$0
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$4,100,754
Participant contributions at end of year2021-12-31$303,818
Participant contributions at beginning of year2021-12-31$327,062
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$515,752
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$8,245,396
Value of net assets at end of year (total assets less liabilities)2021-12-31$45,363,108
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$37,117,712
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$42,993,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$34,647,610
Interest on participant loans2021-12-31$28,270
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,026,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,107,440
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,708,750
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$1,085,992
Employer contributions (assets) at end of year2021-12-31$39,893
Employer contributions (assets) at beginning of year2021-12-31$35,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,067,711
Contract administrator fees2021-12-31$117,792
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA LLP
Accountancy firm EIN2021-12-31135381590
2020 : SERVICE EXPRESS, LLC 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$10,805,079
Total of all expenses incurred2020-12-31$2,703,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,636,033
Expenses. Certain deemed distributions of participant loans2020-12-31$17,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,281,888
Value of total assets at end of year2020-12-31$37,117,712
Value of total assets at beginning of year2020-12-31$29,016,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$49,907
Total interest from all sources2020-12-31$101,444
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
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
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$3,482,586
Participant contributions at end of year2020-12-31$327,062
Participant contributions at beginning of year2020-12-31$404,631
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$863,337
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$8,101,148
Value of net assets at end of year (total assets less liabilities)2020-12-31$37,117,712
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$29,016,564
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$34,647,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$27,254,289
Interest on participant loans2020-12-31$35,761
Interest earned on other investments2020-12-31$65,683
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,107,440
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,319,983
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,421,747
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$935,965
Employer contributions (assets) at end of year2020-12-31$35,600
Employer contributions (assets) at beginning of year2020-12-31$37,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,636,033
Contract administrator fees2020-12-31$49,907
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA LLP
Accountancy firm EIN2020-12-31135381590
2019 : SERVICE EXPRESS, LLC 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$10,182,606
Total of all expenses incurred2019-12-31$4,065,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,884,889
Expenses. Certain deemed distributions of participant loans2019-12-31$139,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,825,727
Value of total assets at end of year2019-12-31$29,016,564
Value of total assets at beginning of year2019-12-31$22,899,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$41,705
Total interest from all sources2019-12-31$81,501
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
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,054,516
Participant contributions at end of year2019-12-31$404,631
Participant contributions at beginning of year2019-12-31$401,503
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$880,961
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,116,966
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,016,564
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,899,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,254,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,298,789
Interest on participant loans2019-12-31$36,770
Interest earned on other investments2019-12-31$44,731
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,319,983
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,173,778
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,275,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$890,250
Employer contributions (assets) at end of year2019-12-31$37,661
Employer contributions (assets) at beginning of year2019-12-31$25,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,884,889
Contract administrator fees2019-12-31$41,705
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA LLP
Accountancy firm EIN2019-12-31135381590
2018 : SERVICE EXPRESS, LLC 401(K) PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$1,202,582
Total income from all sources (including contributions)2018-12-31$2,278,762
Total of all expenses incurred2018-12-31$1,004,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$974,641
Expenses. Certain deemed distributions of participant loans2018-12-31$28,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,954,574
Value of total assets at end of year2018-12-31$22,899,598
Value of total assets at beginning of year2018-12-31$20,422,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$433
Total interest from all sources2018-12-31$41,903
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
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,436,732
Participant contributions at end of year2018-12-31$401,503
Participant contributions at beginning of year2018-12-31$300,108
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$848,627
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,274,716
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,899,598
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,422,300
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$21,298,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$19,198,553
Interest on participant loans2018-12-31$30,694
Interest earned on other investments2018-12-31$11,209
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,173,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$901,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,717,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$669,215
Employer contributions (assets) at end of year2018-12-31$25,528
Employer contributions (assets) at beginning of year2018-12-31$22,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$974,641
Contract administrator fees2018-12-31$433
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 name2018-12-31BDO USA LLP
Accountancy firm EIN2018-12-31135381590
2017 : SERVICE EXPRESS, LLC 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$6,659,350
Total of all expenses incurred2017-12-31$1,072,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,045,404
Expenses. Certain deemed distributions of participant loans2017-12-31$19,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,597,350
Value of total assets at end of year2017-12-31$20,422,300
Value of total assets at beginning of year2017-12-31$14,835,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,093
Total interest from all sources2017-12-31$22,823
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,878,398
Participant contributions at end of year2017-12-31$300,108
Participant contributions at beginning of year2017-12-31$222,511
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,176,904
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,587,252
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,422,300
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,835,048
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$19,198,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,768,918
Interest on participant loans2017-12-31$22,823
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$901,145
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$822,397
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,039,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$542,048
Employer contributions (assets) at end of year2017-12-31$22,494
Employer contributions (assets) at beginning of year2017-12-31$21,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,045,404
Contract administrator fees2017-12-31$7,093
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 name2017-12-31BDO USA LLP
Accountancy firm EIN2017-12-31135381590
2016 : SERVICE EXPRESS, LLC 401(K) PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$380
Total income from all sources (including contributions)2016-12-31$4,031,652
Total of all expenses incurred2016-12-31$1,590,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,584,622
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,982,783
Value of total assets at end of year2016-12-31$14,835,048
Value of total assets at beginning of year2016-12-31$12,394,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,325
Total interest from all sources2016-12-31$14,105
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,545,271
Participant contributions at end of year2016-12-31$222,511
Participant contributions at beginning of year2016-12-31$158,052
Participant contributions at end of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,008,578
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$380
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$2,440,705
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,835,048
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,394,343
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$13,768,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,465,286
Interest on participant loans2016-12-31$14,105
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$822,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$749,279
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,034,764
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$428,934
Employer contributions (assets) at end of year2016-12-31$21,222
Employer contributions (assets) at beginning of year2016-12-31$22,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,584,622
Contract administrator fees2016-12-31$6,325
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 name2016-12-31BDO USA LLP
Accountancy firm EIN2016-12-31135381590
2015 : SERVICE EXPRESS, LLC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$380
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,870
Total income from all sources (including contributions)2015-12-31$2,000,283
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,160,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,157,578
Expenses. Certain deemed distributions of participant loans2015-12-31$3,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,957,590
Value of total assets at end of year2015-12-31$12,394,723
Value of total assets at beginning of year2015-12-31$11,556,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$11,290
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,180,485
Participant contributions at end of year2015-12-31$158,052
Participant contributions at beginning of year2015-12-31$130,095
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$429,833
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$380
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,870
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$839,592
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,394,343
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,554,751
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$11,465,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,979,628
Interest on participant loans2015-12-31$11,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$749,279
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$434,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$31,403
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$347,272
Employer contributions (assets) at end of year2015-12-31$22,106
Employer contributions (assets) at beginning of year2015-12-31$12,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,157,578
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 name2015-12-31BDO USA LLP
Accountancy firm EIN2015-12-31135381590
2014 : SERVICE EXPRESS, LLC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,870
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$585
Total income from all sources (including contributions)2014-12-31$1,871,970
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$245,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$236,319
Expenses. Certain deemed distributions of participant loans2014-12-31$8,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,237,746
Value of total assets at end of year2014-12-31$11,556,621
Value of total assets at beginning of year2014-12-31$9,928,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$10,264
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$996,573
Participant contributions at end of year2014-12-31$130,095
Participant contributions at beginning of year2014-12-31$112,519
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$51,526
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,870
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$585
Total non interest bearing cash at beginning of year2014-12-31$4,458
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$1,626,727
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,554,751
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,928,024
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$10,979,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,366,285
Income. Interest from loans (other than to participants)2014-12-31$10,264
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$434,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$433,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$623,960
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$189,647
Employer contributions (assets) at end of year2014-12-31$12,554
Employer contributions (assets) at beginning of year2014-12-31$11,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$236,319
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 name2014-12-31BDO USA LLP
Accountancy firm EIN2014-12-31135381590
2013 : SERVICE EXPRESS, LLC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$585
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$669
Total income from all sources (including contributions)2013-12-31$3,028,311
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$369,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$360,262
Expenses. Certain deemed distributions of participant loans2013-12-31$9,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,330,524
Value of total assets at end of year2013-12-31$9,928,609
Value of total assets at beginning of year2013-12-31$7,270,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$7,322
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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 period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$895,681
Participant contributions at end of year2013-12-31$112,519
Participant contributions at beginning of year2013-12-31$92,518
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$272,468
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$585
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$669
Total non interest bearing cash at end of year2013-12-31$4,458
Total non interest bearing cash at beginning of year2013-12-31$12,828
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,658,508
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,928,024
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,269,516
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$9,366,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,790,858
Interest on participant loans2013-12-31$7,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$363,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$363,626
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$433,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,690,465
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$162,375
Employer contributions (assets) at end of year2013-12-31$11,666
Employer contributions (assets) at beginning of year2013-12-31$10,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$360,262
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31BDO USA LLP
Accountancy firm EIN2013-12-31135381590
2012 : SERVICE EXPRESS, LLC 401(K) 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$669
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,519
Total income from all sources (including contributions)2012-12-31$1,915,848
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$354,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$304,906
Expenses. Certain deemed distributions of participant loans2012-12-31$49,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$994,666
Value of total assets at end of year2012-12-31$7,270,185
Value of total assets at beginning of year2012-12-31$5,709,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$10,819
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$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$786,851
Participant contributions at end of year2012-12-31$92,518
Participant contributions at beginning of year2012-12-31$157,960
Participant contributions at beginning of year2012-12-31$3,500
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$44,270
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$669
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,519
Total non interest bearing cash at end of year2012-12-31$12,828
Total non interest bearing cash at beginning of year2012-12-31$4,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,561,137
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,269,516
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,708,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,790,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,216,087
Interest on participant loans2012-12-31$10,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$363,626
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$317,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$317,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$910,363
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$163,545
Employer contributions (assets) at end of year2012-12-31$10,355
Employer contributions (assets) at beginning of year2012-12-31$9,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$304,906
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BDO USA LLP
Accountancy firm EIN2012-12-31135381590
2011 : SERVICE EXPRESS, LLC 401(K) 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$1,519
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,921
Total income from all sources (including contributions)2011-12-31$744,269
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$429,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$426,352
Expenses. Certain deemed distributions of participant loans2011-12-31$3,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$974,284
Value of total assets at end of year2011-12-31$5,709,898
Value of total assets at beginning of year2011-12-31$5,398,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$10,985
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
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$656,984
Participant contributions at end of year2011-12-31$157,960
Participant contributions at beginning of year2011-12-31$124,686
Participant contributions at end of year2011-12-31$3,500
Participant contributions at beginning of year2011-12-31$20,314
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$182,953
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,519
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$4,921
Total non interest bearing cash at end of year2011-12-31$4,849
Total non interest bearing cash at beginning of year2011-12-31$4,470
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$314,608
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,708,379
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,393,771
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$5,216,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,905,273
Interest on participant loans2011-12-31$10,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$317,599
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$338,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$338,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-241,000
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$134,347
Employer contributions (assets) at end of year2011-12-31$9,903
Employer contributions (assets) at beginning of year2011-12-31$5,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$426,352
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BEENE GARTER LLP
Accountancy firm EIN2011-12-31381337372
2010 : SERVICE EXPRESS, LLC 401(K) 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$4,921
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,310
Total income from all sources (including contributions)2010-12-31$1,274,612
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$202,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$197,135
Expenses. Certain deemed distributions of participant loans2010-12-31$5,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$713,710
Value of total assets at end of year2010-12-31$5,398,692
Value of total assets at beginning of year2010-12-31$4,323,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$6,696
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
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$590,984
Participant contributions at end of year2010-12-31$124,686
Participant contributions at beginning of year2010-12-31$68,401
Participant contributions at end of year2010-12-31$20,314
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,716
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$4,921
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$2,310
Total non interest bearing cash at end of year2010-12-31$4,470
Total non interest bearing cash at beginning of year2010-12-31$1,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,072,164
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,393,771
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,321,607
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$4,905,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,989,264
Interest on participant loans2010-12-31$6,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$338,197
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$260,018
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$260,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$554,206
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$119,010
Employer contributions (assets) at end of year2010-12-31$5,752
Employer contributions (assets) at beginning of year2010-12-31$4,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$197,135
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BEENE GARTER LLP
Accountancy firm EIN2010-12-31381337372

Form 5500 Responses for SERVICE EXPRESS, LLC 401(K) PLAN

2022: SERVICE EXPRESS, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: SERVICE EXPRESS, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SERVICE EXPRESS, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SERVICE EXPRESS, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SERVICE EXPRESS, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SERVICE EXPRESS, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SERVICE EXPRESS, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SERVICE EXPRESS, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SERVICE EXPRESS, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SERVICE EXPRESS, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SERVICE EXPRESS, LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SERVICE EXPRESS, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SERVICE EXPRESS, LLC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SERVICE EXPRESS, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336152-01
Policy instance 1
Insurance contract or identification number336152-01
Number of Individuals Covered126
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336152-01
Policy instance 1
Insurance contract or identification number336152-01
Number of Individuals Covered185
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336152-01
Policy instance 1
Insurance contract or identification number336152-01
Number of Individuals Covered173
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336152-01
Policy instance 1
Insurance contract or identification number336152-01
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $629
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $629
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336152-01
Policy instance 1
Insurance contract or identification number336152-01
Number of Individuals Covered149
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,989
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $1,989
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336152-01
Policy instance 1
Insurance contract or identification number336152-01
Number of Individuals Covered124
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,439
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $1,439
Insurance broker organization code?3
Insurance broker nameROSS HOEZEE/NORTHWESTERN MUTUAL INV
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336152-01
Policy instance 1
Insurance contract or identification number336152-01
Number of Individuals Covered87
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,486
Total amount of fees paid to insurance companyUSD $0
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 $1,486
Insurance broker organization code?3
Insurance broker nameROSS HOEZEE/NORTHWESTERN MUTUAL INV
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336152-01
Policy instance 1
Insurance contract or identification number336152-01
Number of Individuals Covered51
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $802
Total amount of fees paid to insurance companyUSD $0
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 $802
Insurance broker organization code?3
Insurance broker nameROSS HOEZEE/NORTHWESTERN MUTUAL INV
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336152-01
Policy instance 1
Insurance contract or identification number336152-01
Number of Individuals Covered40
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $139
Total amount of fees paid to insurance companyUSD $0
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 $139
Insurance broker organization code?3
Insurance broker nameROSS HOEZEE/NORTHWESTERN MUTUAL INV

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