WM. BEAUDOIN & SONS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN
401k plan membership statisitcs for WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-05-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-05-01 | 0 |
| Number of retired or separated participants receiving benefits | 2022-05-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2022-05-01 | 5 |
| Total of all active and inactive participants | 2022-05-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-05-01 | 0 |
| Total participants | 2022-05-01 | 8 |
| Number of participants with account balances | 2022-05-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-05-01 | 0 |
| 2021: WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-05-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-05-01 | 0 |
| Number of retired or separated participants receiving benefits | 2021-05-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2021-05-01 | 5 |
| Total of all active and inactive participants | 2021-05-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-05-01 | 0 |
| Total participants | 2021-05-01 | 8 |
| Number of participants with account balances | 2021-05-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-05-01 | 0 |
| 2020: WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-05-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-05-01 | 0 |
| Number of retired or separated participants receiving benefits | 2020-05-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2020-05-01 | 5 |
| Total of all active and inactive participants | 2020-05-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-05-01 | 0 |
| Total participants | 2020-05-01 | 8 |
| Number of participants with account balances | 2020-05-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-05-01 | 0 |
| 2019: WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-05-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-05-01 | 0 |
| Number of retired or separated participants receiving benefits | 2019-05-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2019-05-01 | 5 |
| Total of all active and inactive participants | 2019-05-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-05-01 | 0 |
| Total participants | 2019-05-01 | 8 |
| Number of participants with account balances | 2019-05-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-05-01 | 0 |
| 2018: WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-05-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-05-01 | 0 |
| Number of retired or separated participants receiving benefits | 2018-05-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2018-05-01 | 5 |
| Total of all active and inactive participants | 2018-05-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-05-01 | 0 |
| Total participants | 2018-05-01 | 8 |
| Number of participants with account balances | 2018-05-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-05-01 | 0 |
| 2017: WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-05-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-05-01 | 0 |
| Number of retired or separated participants receiving benefits | 2017-05-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2017-05-01 | 5 |
| Total of all active and inactive participants | 2017-05-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-05-01 | 0 |
| Total participants | 2017-05-01 | 8 |
| Number of participants with account balances | 2017-05-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-05-01 | 0 |
| 2016: WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-05-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-05-01 | 0 |
| Number of retired or separated participants receiving benefits | 2016-05-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2016-05-01 | 6 |
| Total of all active and inactive participants | 2016-05-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-05-01 | 0 |
| Total participants | 2016-05-01 | 8 |
| Number of participants with account balances | 2016-05-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-05-01 | 0 |
| 2015: WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-05-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-05-01 | 0 |
| Number of retired or separated participants receiving benefits | 2015-05-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2015-05-01 | 6 |
| Total of all active and inactive participants | 2015-05-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-05-01 | 0 |
| Total participants | 2015-05-01 | 9 |
| Number of participants with account balances | 2015-05-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-05-01 | 0 |
| 2014: WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-05-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 0 |
| Number of retired or separated participants receiving benefits | 2014-05-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2014-05-01 | 7 |
| Total of all active and inactive participants | 2014-05-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-05-01 | 0 |
| Total participants | 2014-05-01 | 9 |
| Number of participants with account balances | 2014-05-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-05-01 | 0 |
| 2013: WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-05-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 0 |
| Number of retired or separated participants receiving benefits | 2013-05-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2013-05-01 | 7 |
| Total of all active and inactive participants | 2013-05-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-05-01 | 0 |
| Total participants | 2013-05-01 | 9 |
| Number of participants with account balances | 2013-05-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-05-01 | 0 |
| 2012: WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-05-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-05-01 | 0 |
| Number of retired or separated participants receiving benefits | 2012-05-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2012-05-01 | 7 |
| Total of all active and inactive participants | 2012-05-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-05-01 | 0 |
| Total participants | 2012-05-01 | 10 |
| Number of participants with account balances | 2012-05-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-05-01 | 0 |
| 2011: WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-05-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-05-01 | 0 |
| Number of retired or separated participants receiving benefits | 2011-05-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2011-05-01 | 7 |
| Total of all active and inactive participants | 2011-05-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-05-01 | 0 |
| Total participants | 2011-05-01 | 10 |
| Number of participants with account balances | 2011-05-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-05-01 | 0 |
| 2010: WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-05-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-05-01 | 0 |
| Number of retired or separated participants receiving benefits | 2010-05-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2010-05-01 | 7 |
| Total of all active and inactive participants | 2010-05-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-05-01 | 0 |
| Total participants | 2010-05-01 | 10 |
| Number of participants with account balances | 2010-05-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-05-01 | 0 |
| 2009: WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-05-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-05-01 | 0 |
| Number of retired or separated participants receiving benefits | 2009-05-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2009-05-01 | 8 |
| Total of all active and inactive participants | 2009-05-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-05-01 | 0 |
| Total participants | 2009-05-01 | 11 |
| Number of participants with account balances | 2009-05-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-05-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-04-30 | $-52,696 |
| Expenses. Total of all expenses incurred | 2023-04-30 | $316,654 |
| Benefits paid (including direct rollovers) | 2023-04-30 | $309,623 |
| Total plan assets at end of year | 2023-04-30 | $2,528,838 |
| Total plan assets at beginning of year | 2023-04-30 | $2,898,188 |
| Value of fidelity bond covering the plan | 2023-04-30 | $1,000,000 |
| Other income received | 2023-04-30 | $-52,696 |
| Net income (gross income less expenses) | 2023-04-30 | $-369,350 |
| Net plan assets at end of year (total assets less liabilities) | 2023-04-30 | $2,528,838 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-04-30 | $2,898,188 |
| Assets. Value of real-estate (other than employer real property) | 2023-04-30 | $60,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-04-30 | $7,031 |
| 2022 : WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-04-30 | $-293,532 |
| Expenses. Total of all expenses incurred | 2022-04-30 | $174,306 |
| Benefits paid (including direct rollovers) | 2022-04-30 | $168,810 |
| Total plan assets at end of year | 2022-04-30 | $2,898,188 |
| Total plan assets at beginning of year | 2022-04-30 | $3,366,026 |
| Value of fidelity bond covering the plan | 2022-04-30 | $1,000,000 |
| Other income received | 2022-04-30 | $-293,532 |
| Net income (gross income less expenses) | 2022-04-30 | $-467,838 |
| Net plan assets at end of year (total assets less liabilities) | 2022-04-30 | $2,898,188 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-04-30 | $3,366,026 |
| Assets. Value of real-estate (other than employer real property) | 2022-04-30 | $50,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-04-30 | $5,496 |
| 2021 : WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-04-30 | $890,768 |
| Expenses. Total of all expenses incurred | 2021-04-30 | $285,090 |
| Benefits paid (including direct rollovers) | 2021-04-30 | $280,000 |
| Total plan assets at end of year | 2021-04-30 | $3,366,026 |
| Total plan assets at beginning of year | 2021-04-30 | $2,760,348 |
| Value of fidelity bond covering the plan | 2021-04-30 | $1,000,000 |
| Other income received | 2021-04-30 | $890,768 |
| Net income (gross income less expenses) | 2021-04-30 | $605,678 |
| Net plan assets at end of year (total assets less liabilities) | 2021-04-30 | $3,366,026 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-04-30 | $2,760,348 |
| Assets. Value of real-estate (other than employer real property) | 2021-04-30 | $50,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-04-30 | $5,090 |
| 2020 : WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-04-30 | $14,025 |
| Expenses. Total of all expenses incurred | 2020-04-30 | $179,197 |
| Benefits paid (including direct rollovers) | 2020-04-30 | $173,852 |
| Total plan assets at end of year | 2020-04-30 | $2,760,348 |
| Total plan assets at beginning of year | 2020-04-30 | $2,925,520 |
| Value of fidelity bond covering the plan | 2020-04-30 | $1,000,000 |
| Other income received | 2020-04-30 | $14,025 |
| Net income (gross income less expenses) | 2020-04-30 | $-165,172 |
| Net plan assets at end of year (total assets less liabilities) | 2020-04-30 | $2,760,348 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-04-30 | $2,925,520 |
| Assets. Value of real-estate (other than employer real property) | 2020-04-30 | $50,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-04-30 | $5,345 |
| 2019 : WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-04-30 | $0 |
| 2018 : WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-04-30 | $349,939 |
| Expenses. Total of all expenses incurred | 2018-04-30 | $173,754 |
| Benefits paid (including direct rollovers) | 2018-04-30 | $166,141 |
| Total plan assets at end of year | 2018-04-30 | $2,858,063 |
| Total plan assets at beginning of year | 2018-04-30 | $2,681,878 |
| Value of fidelity bond covering the plan | 2018-04-30 | $1,000,000 |
| Other income received | 2018-04-30 | $349,939 |
| Net income (gross income less expenses) | 2018-04-30 | $176,185 |
| Net plan assets at end of year (total assets less liabilities) | 2018-04-30 | $2,858,063 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-04-30 | $2,681,878 |
| Assets. Value of real-estate (other than employer real property) | 2018-04-30 | $50,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-04-30 | $7,613 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-04-30 | $0 |
| 2017 : WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-04-30 | $377,738 |
| Expenses. Total of all expenses incurred | 2017-04-30 | $197,949 |
| Benefits paid (including direct rollovers) | 2017-04-30 | $184,228 |
| Total plan assets at end of year | 2017-04-30 | $2,681,878 |
| Total plan assets at beginning of year | 2017-04-30 | $2,502,089 |
| Value of fidelity bond covering the plan | 2017-04-30 | $1,000,000 |
| Other income received | 2017-04-30 | $377,738 |
| Net income (gross income less expenses) | 2017-04-30 | $179,789 |
| Net plan assets at end of year (total assets less liabilities) | 2017-04-30 | $2,681,878 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-04-30 | $2,502,089 |
| Assets. Value of real-estate (other than employer real property) | 2017-04-30 | $50,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-04-30 | $13,721 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-04-30 | $0 |
| 2016 : WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-04-30 | $-31,363 |
| Expenses. Total of all expenses incurred | 2016-04-30 | $129,384 |
| Benefits paid (including direct rollovers) | 2016-04-30 | $116,445 |
| Total plan assets at end of year | 2016-04-30 | $2,502,089 |
| Total plan assets at beginning of year | 2016-04-30 | $2,662,836 |
| Value of fidelity bond covering the plan | 2016-04-30 | $1,000,000 |
| Other income received | 2016-04-30 | $-31,363 |
| Net income (gross income less expenses) | 2016-04-30 | $-160,747 |
| Net plan assets at end of year (total assets less liabilities) | 2016-04-30 | $2,502,089 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-04-30 | $2,662,836 |
| Assets. Value of real-estate (other than employer real property) | 2016-04-30 | $101,250 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-04-30 | $12,939 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-04-30 | $0 |
| 2015 : WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2015-04-30 | $0 |
| Total income from all sources | 2015-04-30 | $197,892 |
| Expenses. Total of all expenses incurred | 2015-04-30 | $152,900 |
| Benefits paid (including direct rollovers) | 2015-04-30 | $133,026 |
| Total plan assets at end of year | 2015-04-30 | $2,662,836 |
| Total plan assets at beginning of year | 2015-04-30 | $2,617,844 |
| Value of fidelity bond covering the plan | 2015-04-30 | $1,000,000 |
| Other income received | 2015-04-30 | $197,892 |
| Net income (gross income less expenses) | 2015-04-30 | $44,992 |
| Net plan assets at end of year (total assets less liabilities) | 2015-04-30 | $2,662,836 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-04-30 | $2,617,844 |
| Assets. Value of real-estate (other than employer real property) | 2015-04-30 | $124,200 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-04-30 | $19,874 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-04-30 | $0 |
| 2014 : WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-04-30 | $0 |
| Total plan liabilities at beginning of year | 2014-04-30 | $0 |
| Total income from all sources | 2014-04-30 | $315,290 |
| Expenses. Total of all expenses incurred | 2014-04-30 | $234,896 |
| Benefits paid (including direct rollovers) | 2014-04-30 | $223,489 |
| Total plan assets at end of year | 2014-04-30 | $2,617,844 |
| Total plan assets at beginning of year | 2014-04-30 | $2,537,450 |
| Value of fidelity bond covering the plan | 2014-04-30 | $1,000,000 |
| Other income received | 2014-04-30 | $315,290 |
| Net income (gross income less expenses) | 2014-04-30 | $80,394 |
| Net plan assets at end of year (total assets less liabilities) | 2014-04-30 | $2,617,844 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-04-30 | $2,537,450 |
| Assets. Value of real-estate (other than employer real property) | 2014-04-30 | $178,450 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-04-30 | $11,407 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-04-30 | $0 |
| 2013 : WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-04-30 | $0 |
| Total plan liabilities at beginning of year | 2013-04-30 | $0 |
| Total income from all sources | 2013-04-30 | $166,266 |
| Expenses. Total of all expenses incurred | 2013-04-30 | $110,508 |
| Benefits paid (including direct rollovers) | 2013-04-30 | $94,409 |
| Total plan assets at end of year | 2013-04-30 | $2,537,450 |
| Total plan assets at beginning of year | 2013-04-30 | $2,481,692 |
| Value of fidelity bond covering the plan | 2013-04-30 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2013-04-30 | $2 |
| Other income received | 2013-04-30 | $166,266 |
| Net income (gross income less expenses) | 2013-04-30 | $55,758 |
| Net plan assets at end of year (total assets less liabilities) | 2013-04-30 | $2,537,450 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-04-30 | $2,481,692 |
| Assets. Value of real-estate (other than employer real property) | 2013-04-30 | $178,532 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-04-30 | $16,097 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-04-30 | $0 |
| 2012 : WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-04-30 | $0 |
| Total plan liabilities at beginning of year | 2012-04-30 | $0 |
| Total income from all sources | 2012-04-30 | $52,004 |
| Expenses. Total of all expenses incurred | 2012-04-30 | $151,507 |
| Benefits paid (including direct rollovers) | 2012-04-30 | $130,801 |
| Total plan assets at end of year | 2012-04-30 | $2,481,692 |
| Total plan assets at beginning of year | 2012-04-30 | $2,581,195 |
| Value of fidelity bond covering the plan | 2012-04-30 | $500,000 |
| Total contributions received or receivable from participants | 2012-04-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-04-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-04-30 | $0 |
| Other income received | 2012-04-30 | $52,004 |
| Noncash contributions received | 2012-04-30 | $0 |
| Net income (gross income less expenses) | 2012-04-30 | $-99,503 |
| Net plan assets at end of year (total assets less liabilities) | 2012-04-30 | $2,481,692 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-04-30 | $2,581,195 |
| Assets. Value of real-estate (other than employer real property) | 2012-04-30 | $178,450 |
| Total contributions received or receivable from employer(s) | 2012-04-30 | $0 |
| Value of certain deemed distributions of participant loans | 2012-04-30 | $0 |
| Value of corrective distributions | 2012-04-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-04-30 | $20,706 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-04-30 | $0 |
| 2011 : WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-04-30 | $0 |
| Total plan liabilities at beginning of year | 2011-04-30 | $0 |
| Total income from all sources | 2011-04-30 | $281,486 |
| Expenses. Total of all expenses incurred | 2011-04-30 | $293,495 |
| Benefits paid (including direct rollovers) | 2011-04-30 | $281,630 |
| Total plan assets at end of year | 2011-04-30 | $2,581,195 |
| Total plan assets at beginning of year | 2011-04-30 | $2,593,204 |
| Value of fidelity bond covering the plan | 2011-04-30 | $500,000 |
| Total contributions received or receivable from participants | 2011-04-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-04-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-04-30 | $0 |
| Other income received | 2011-04-30 | $281,486 |
| Noncash contributions received | 2011-04-30 | $0 |
| Net income (gross income less expenses) | 2011-04-30 | $-12,009 |
| Net plan assets at end of year (total assets less liabilities) | 2011-04-30 | $2,581,195 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-04-30 | $2,593,204 |
| Assets. Value of real-estate (other than employer real property) | 2011-04-30 | $198,500 |
| Total contributions received or receivable from employer(s) | 2011-04-30 | $0 |
| Value of certain deemed distributions of participant loans | 2011-04-30 | $0 |
| Value of corrective distributions | 2011-04-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-04-30 | $11,865 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-04-30 | $0 |
| 2010 : WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-04-30 | $0 |
| 2022: WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-05-01 | Type of plan entity | Single employer plan |
| 2022-05-01 | Submission has been amended | No |
| 2022-05-01 | This submission is the final filing | No |
| 2022-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-05-01 | Plan is a collectively bargained plan | No |
| 2022-05-01 | Plan funding arrangement – Insurance | Yes |
| 2022-05-01 | Plan funding arrangement – Trust | Yes |
| 2022-05-01 | Plan benefit arrangement - Trust | Yes |
| 2021: WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-05-01 | Type of plan entity | Single employer plan |
| 2021-05-01 | Submission has been amended | No |
| 2021-05-01 | This submission is the final filing | No |
| 2021-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-05-01 | Plan is a collectively bargained plan | No |
| 2021-05-01 | Plan funding arrangement – Insurance | Yes |
| 2021-05-01 | Plan funding arrangement – Trust | Yes |
| 2021-05-01 | Plan benefit arrangement - Trust | Yes |
| 2020: WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-05-01 | Type of plan entity | Single employer plan |
| 2020-05-01 | Submission has been amended | No |
| 2020-05-01 | This submission is the final filing | No |
| 2020-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-05-01 | Plan is a collectively bargained plan | No |
| 2020-05-01 | Plan funding arrangement – Insurance | Yes |
| 2020-05-01 | Plan funding arrangement – Trust | Yes |
| 2020-05-01 | Plan benefit arrangement - Trust | Yes |
| 2019: WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-05-01 | Type of plan entity | Single employer plan |
| 2019-05-01 | Submission has been amended | No |
| 2019-05-01 | This submission is the final filing | No |
| 2019-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-05-01 | Plan is a collectively bargained plan | No |
| 2019-05-01 | Plan funding arrangement – Insurance | Yes |
| 2019-05-01 | Plan funding arrangement – Trust | Yes |
| 2019-05-01 | Plan benefit arrangement - Trust | Yes |
| 2018: WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-05-01 | Type of plan entity | Single employer plan |
| 2018-05-01 | Submission has been amended | No |
| 2018-05-01 | This submission is the final filing | No |
| 2018-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-05-01 | Plan is a collectively bargained plan | No |
| 2018-05-01 | Plan funding arrangement – Insurance | Yes |
| 2018-05-01 | Plan funding arrangement – Trust | Yes |
| 2018-05-01 | Plan benefit arrangement - Trust | Yes |
| 2017: WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-05-01 | Type of plan entity | Single employer plan |
| 2017-05-01 | Submission has been amended | No |
| 2017-05-01 | This submission is the final filing | No |
| 2017-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-05-01 | Plan is a collectively bargained plan | No |
| 2017-05-01 | Plan funding arrangement – Insurance | Yes |
| 2017-05-01 | Plan funding arrangement – Trust | Yes |
| 2017-05-01 | Plan benefit arrangement - Trust | Yes |
| 2016: WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-05-01 | Type of plan entity | Single employer plan |
| 2016-05-01 | Submission has been amended | No |
| 2016-05-01 | This submission is the final filing | No |
| 2016-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-05-01 | Plan is a collectively bargained plan | No |
| 2016-05-01 | Plan funding arrangement – Insurance | Yes |
| 2016-05-01 | Plan funding arrangement – Trust | Yes |
| 2016-05-01 | Plan benefit arrangement - Trust | Yes |
| 2015: WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-05-01 | Type of plan entity | Single employer plan |
| 2015-05-01 | Submission has been amended | No |
| 2015-05-01 | This submission is the final filing | No |
| 2015-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-05-01 | Plan is a collectively bargained plan | No |
| 2015-05-01 | Plan funding arrangement – Insurance | Yes |
| 2015-05-01 | Plan funding arrangement – Trust | Yes |
| 2015-05-01 | Plan benefit arrangement - Trust | Yes |
| 2014: WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-05-01 | Type of plan entity | Single employer plan |
| 2014-05-01 | Submission has been amended | No |
| 2014-05-01 | This submission is the final filing | No |
| 2014-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-05-01 | Plan is a collectively bargained plan | No |
| 2014-05-01 | Plan funding arrangement – Insurance | Yes |
| 2014-05-01 | Plan funding arrangement – Trust | Yes |
| 2014-05-01 | Plan benefit arrangement - Trust | Yes |
| 2013: WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-05-01 | Type of plan entity | Single employer plan |
| 2013-05-01 | Submission has been amended | No |
| 2013-05-01 | This submission is the final filing | No |
| 2013-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-05-01 | Plan is a collectively bargained plan | No |
| 2013-05-01 | Plan funding arrangement – Insurance | Yes |
| 2013-05-01 | Plan funding arrangement – Trust | Yes |
| 2013-05-01 | Plan benefit arrangement - Trust | Yes |
| 2012: WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-05-01 | Type of plan entity | Single employer plan |
| 2012-05-01 | Submission has been amended | No |
| 2012-05-01 | This submission is the final filing | No |
| 2012-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-05-01 | Plan is a collectively bargained plan | No |
| 2012-05-01 | Plan funding arrangement – Insurance | Yes |
| 2012-05-01 | Plan funding arrangement – Trust | Yes |
| 2012-05-01 | Plan benefit arrangement - Trust | Yes |
| 2011: WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-05-01 | Type of plan entity | Single employer plan |
| 2011-05-01 | Submission has been amended | No |
| 2011-05-01 | This submission is the final filing | No |
| 2011-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-05-01 | Plan is a collectively bargained plan | No |
| 2011-05-01 | Plan funding arrangement – Insurance | Yes |
| 2011-05-01 | Plan funding arrangement – Trust | Yes |
| 2011-05-01 | Plan benefit arrangement - Trust | Yes |
| 2010: WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-05-01 | Type of plan entity | Single employer plan |
| 2010-05-01 | Submission has been amended | Yes |
| 2010-05-01 | This submission is the final filing | No |
| 2010-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-05-01 | Plan is a collectively bargained plan | No |
| 2010-05-01 | Plan funding arrangement – Insurance | Yes |
| 2010-05-01 | Plan funding arrangement – Trust | Yes |
| 2010-05-01 | Plan benefit arrangement - Trust | Yes |
| 2009: WM. BEAUDOIN & SONS, INC. PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-05-01 | Type of plan entity | Single employer plan |
| 2009-05-01 | Submission has been amended | No |
| 2009-05-01 | This submission is the final filing | No |
| 2009-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-05-01 | Plan is a collectively bargained plan | No |
| 2009-05-01 | Plan funding arrangement – Insurance | Yes |
| 2009-05-01 | Plan funding arrangement – Trust | Yes |
| 2009-05-01 | Plan benefit arrangement - Trust | Yes |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 23791 |
| Policy instance | 1 |
| Insurance contract or identification number | 23791 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2022-05-01 | | Insurance policy end date | 2023-04-30 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 23791 |
| Policy instance | 1 |
| Insurance contract or identification number | 23791 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2021-05-01 | | Insurance policy end date | 2022-04-30 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 23791 |
| Policy instance | 1 |
| Insurance contract or identification number | 23791 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2020-05-01 | | Insurance policy end date | 2021-04-30 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 23791 |
| Policy instance | 1 |
| Insurance contract or identification number | 23791 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2019-05-01 | | Insurance policy end date | 2020-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 23791 |
| Policy instance | 1 |
| Insurance contract or identification number | 23791 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2018-05-01 | | Insurance policy end date | 2019-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 23791 |
| Policy instance | 1 |
| Insurance contract or identification number | 23791 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2018-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 23791 |
| Policy instance | 1 |
| Insurance contract or identification number | 23791 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2015-05-01 | | Insurance policy end date | 2016-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $590 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 590 | | Additional information about fees paid to insurance broker | SERVICING | | Insurance broker organization code? | 3 | | Insurance broker name | BARRY CONRAD FIES |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 23791 |
| Policy instance | 1 |
| Insurance contract or identification number | 23791 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2014-05-01 | | Insurance policy end date | 2015-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $592 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 592 | | Additional information about fees paid to insurance broker | SERVICING | | Insurance broker organization code? | 3 | | Insurance broker name | BARRY CONRAD FIES |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 23791 |
| Policy instance | 1 |
| Insurance contract or identification number | 23791 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2013-05-01 | | Insurance policy end date | 2014-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $531 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 531 | | Additional information about fees paid to insurance broker | SERVICING | | Insurance broker organization code? | 3 | | Insurance broker name | MATTHEW JAMES LUEDER |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 23791 |
| Policy instance | 1 |
| Insurance contract or identification number | 23791 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2012-05-01 | | Insurance policy end date | 2013-04-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 23791 |
| Policy instance | 1 |
| Insurance contract or identification number | 23791 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2011-05-01 | | Insurance policy end date | 2012-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $495 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 23791 |
| Policy instance | 1 |
| Insurance contract or identification number | 23791 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2010-05-01 | | Insurance policy end date | 2011-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $481 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
