DAVE DROEGKAMP HEATING, AIR CONDITIONING & SHEET METAL, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DROEGKAMP EMPLOYEES PROFIT SHARING 401 K PLAN
401k plan membership statisitcs for DROEGKAMP EMPLOYEES PROFIT SHARING 401 K PLAN
| Measure | Date | Value |
|---|
| 2019: DROEGKAMP EMPLOYEES PROFIT SHARING 401 K PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 40 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 27 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 10 |
| Total of all active and inactive participants | 2019-01-01 | 37 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 37 |
| Number of participants with account balances | 2019-01-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
| 2018: DROEGKAMP EMPLOYEES PROFIT SHARING 401 K PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 28 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 11 |
| Total of all active and inactive participants | 2018-01-01 | 39 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
| Total participants | 2018-01-01 | 40 |
| Number of participants with account balances | 2018-01-01 | 37 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
| 2017: DROEGKAMP EMPLOYEES PROFIT SHARING 401 K PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 28 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 11 |
| Total of all active and inactive participants | 2017-01-01 | 39 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 39 |
| Number of participants with account balances | 2017-01-01 | 36 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
| 2016: DROEGKAMP EMPLOYEES PROFIT SHARING 401 K PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 29 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 12 |
| Total of all active and inactive participants | 2016-01-01 | 41 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 41 |
| Number of participants with account balances | 2016-01-01 | 37 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: DROEGKAMP EMPLOYEES PROFIT SHARING 401 K PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 32 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 9 |
| Total of all active and inactive participants | 2015-01-01 | 41 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 41 |
| Number of participants with account balances | 2015-01-01 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 4 |
| 2014: DROEGKAMP EMPLOYEES PROFIT SHARING 401 K PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 34 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 8 |
| Total of all active and inactive participants | 2014-01-01 | 42 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 42 |
| Number of participants with account balances | 2014-01-01 | 39 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
| 2013: DROEGKAMP EMPLOYEES PROFIT SHARING 401 K PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 26 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 8 |
| Total of all active and inactive participants | 2013-01-01 | 34 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 34 |
| Number of participants with account balances | 2013-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: DROEGKAMP EMPLOYEES PROFIT SHARING 401 K PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 32 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 9 |
| Total of all active and inactive participants | 2012-01-01 | 41 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 41 |
| Number of participants with account balances | 2012-01-01 | 34 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: DROEGKAMP EMPLOYEES PROFIT SHARING 401 K PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 29 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 13 |
| Total of all active and inactive participants | 2011-01-01 | 42 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 42 |
| Number of participants with account balances | 2011-01-01 | 37 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: DROEGKAMP EMPLOYEES PROFIT SHARING 401 K PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 51 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 30 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 14 |
| Total of all active and inactive participants | 2009-01-01 | 44 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 44 |
| Number of participants with account balances | 2009-01-01 | 44 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2019 : DROEGKAMP EMPLOYEES PROFIT SHARING 401 K PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $612,727 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $410,647 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $380,983 |
| Total plan assets at end of year | 2019-12-31 | $3,239,905 |
| Total plan assets at beginning of year | 2019-12-31 | $3,037,825 |
| Value of fidelity bond covering the plan | 2019-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $93,999 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $6,547 |
| Other income received | 2019-12-31 | $499,518 |
| Net income (gross income less expenses) | 2019-12-31 | $202,080 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,239,905 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,037,825 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $12,663 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $29,664 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : DROEGKAMP EMPLOYEES PROFIT SHARING 401 K PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $8,939 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $33,673 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $5,522 |
| Total plan assets at end of year | 2018-12-31 | $3,037,825 |
| Total plan assets at beginning of year | 2018-12-31 | $3,062,559 |
| Value of fidelity bond covering the plan | 2018-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $111,920 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $55,639 |
| Other income received | 2018-12-31 | $-171,816 |
| Net income (gross income less expenses) | 2018-12-31 | $-24,734 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,037,825 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,062,559 |
| Assets. Value of participant loans | 2018-12-31 | $2,310 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $13,196 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $28,151 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : DROEGKAMP EMPLOYEES PROFIT SHARING 401 K PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $488,404 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $786,888 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $758,030 |
| Total plan assets at end of year | 2017-12-31 | $3,062,559 |
| Total plan assets at beginning of year | 2017-12-31 | $3,361,043 |
| Value of fidelity bond covering the plan | 2017-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $105,672 |
| Other income received | 2017-12-31 | $369,110 |
| Net income (gross income less expenses) | 2017-12-31 | $-298,484 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,062,559 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,361,043 |
| Assets. Value of participant loans | 2017-12-31 | $7,251 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $13,622 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $28,858 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : DROEGKAMP EMPLOYEES PROFIT SHARING 401 K PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $383,669 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $324,042 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $295,218 |
| Total plan assets at end of year | 2016-12-31 | $3,361,043 |
| Total plan assets at beginning of year | 2016-12-31 | $3,301,416 |
| Value of fidelity bond covering the plan | 2016-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $105,153 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $146 |
| Other income received | 2016-12-31 | $263,959 |
| Net income (gross income less expenses) | 2016-12-31 | $59,627 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,361,043 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,301,416 |
| Assets. Value of participant loans | 2016-12-31 | $13,890 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $14,411 |
| Value of corrective distributions | 2016-12-31 | $724 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $28,100 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : DROEGKAMP EMPLOYEES PROFIT SHARING 401 K PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $6,796 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $28,327 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $3,489 |
| Total plan assets at end of year | 2015-12-31 | $3,301,416 |
| Total plan assets at beginning of year | 2015-12-31 | $3,322,947 |
| Value of fidelity bond covering the plan | 2015-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $104,098 |
| Other income received | 2015-12-31 | $-112,242 |
| Net income (gross income less expenses) | 2015-12-31 | $-21,531 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,301,416 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,322,947 |
| Assets. Value of participant loans | 2015-12-31 | $20,651 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $14,940 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $24,838 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : DROEGKAMP EMPLOYEES PROFIT SHARING 401 K PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $171,547 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $27,220 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $1,001 |
| Total plan assets at end of year | 2014-12-31 | $3,322,947 |
| Total plan assets at beginning of year | 2014-12-31 | $3,178,620 |
| Value of fidelity bond covering the plan | 2014-12-31 | $325,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $107,763 |
| Other income received | 2014-12-31 | $48,781 |
| Net income (gross income less expenses) | 2014-12-31 | $144,327 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,322,947 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,178,620 |
| Assets. Value of participant loans | 2014-12-31 | $27,131 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $15,003 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $26,219 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : DROEGKAMP EMPLOYEES PROFIT SHARING 401 K PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $495,462 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $53,269 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $25,224 |
| Total plan assets at end of year | 2013-12-31 | $3,178,620 |
| Total plan assets at beginning of year | 2013-12-31 | $2,736,427 |
| Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $67,421 |
| Other income received | 2013-12-31 | $428,041 |
| Net income (gross income less expenses) | 2013-12-31 | $442,193 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,178,620 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,736,427 |
| Assets. Value of participant loans | 2013-12-31 | $19,391 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $28,045 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : DROEGKAMP EMPLOYEES PROFIT SHARING 401 K PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $328,255 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $114,367 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $87,747 |
| Total plan assets at end of year | 2012-12-31 | $2,736,427 |
| Total plan assets at beginning of year | 2012-12-31 | $2,522,539 |
| Value of fidelity bond covering the plan | 2012-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $62,881 |
| Other income received | 2012-12-31 | $265,374 |
| Net income (gross income less expenses) | 2012-12-31 | $213,888 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,736,427 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,522,539 |
| Assets. Value of participant loans | 2012-12-31 | $16,159 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $26,620 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : DROEGKAMP EMPLOYEES PROFIT SHARING 401 K PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-89,263 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $130,250 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $105,110 |
| Total plan assets at end of year | 2011-12-31 | $2,522,539 |
| Total plan assets at beginning of year | 2011-12-31 | $2,742,052 |
| Value of fidelity bond covering the plan | 2011-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $69,279 |
| Other income received | 2011-12-31 | $-158,542 |
| Net income (gross income less expenses) | 2011-12-31 | $-219,513 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,522,539 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,742,052 |
| Assets. Value of participant loans | 2011-12-31 | $22,133 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $25,140 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : DROEGKAMP EMPLOYEES PROFIT SHARING 401 K PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $316,296 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $189,126 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $184,703 |
| Total plan assets at end of year | 2010-12-31 | $2,742,052 |
| Total plan assets at beginning of year | 2010-12-31 | $2,614,882 |
| Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $57,553 |
| Other income received | 2010-12-31 | $258,743 |
| Net income (gross income less expenses) | 2010-12-31 | $127,170 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,742,052 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,614,882 |
| Assets. Value of participant loans | 2010-12-31 | $29,657 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $4,423 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : DROEGKAMP EMPLOYEES PROFIT SHARING 401 K PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2019: DROEGKAMP EMPLOYEES PROFIT SHARING 401 K PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: DROEGKAMP EMPLOYEES PROFIT SHARING 401 K PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: DROEGKAMP EMPLOYEES PROFIT SHARING 401 K PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: DROEGKAMP EMPLOYEES PROFIT SHARING 401 K PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: DROEGKAMP EMPLOYEES PROFIT SHARING 401 K PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: DROEGKAMP EMPLOYEES PROFIT SHARING 401 K PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: DROEGKAMP EMPLOYEES PROFIT SHARING 401 K PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: DROEGKAMP EMPLOYEES PROFIT SHARING 401 K PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: DROEGKAMP EMPLOYEES PROFIT SHARING 401 K PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: DROEGKAMP EMPLOYEES PROFIT SHARING 401 K PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 894597-087 |
| Policy instance | 1 |
| Insurance contract or identification number | 894597-087 | | Number of Individuals Covered | 33 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $1,962 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,962 | | Insurance broker organization code? | 7 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 894597-087 |
| Policy instance | 1 |
| Insurance contract or identification number | 894597-087 | | Number of Individuals Covered | 37 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $1,598 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,598 | | Insurance broker organization code? | 7 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 894597-087 |
| Policy instance | 1 |
| Insurance contract or identification number | 894597-087 | | Number of Individuals Covered | 36 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $2,057 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,057 | | Insurance broker organization code? | 7 | | Insurance broker name | MORGAN STANLEY SMITH BARNEY |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP 16116 |
| Policy instance | 1 |
| Insurance contract or identification number | GP 16116 | | Number of Individuals Covered | 38 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $16,023 | | Total amount of fees paid to insurance company | USD $2,002 | | 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 $16,023 | | Amount paid for insurance broker fees | 30 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION TO SALES REP | | Insurance broker organization code? | 4 | | Insurance broker name | PPG RETIREMENT PLAN SERVICES LTD |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP 16116 |
| Policy instance | 1 |
| Insurance contract or identification number | GP 16116 | | Number of Individuals Covered | 40 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $16,062 | | Total amount of fees paid to insurance company | USD $1,998 | | 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 $16,062 | | Amount paid for insurance broker fees | 36 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION TO SALES REP | | Insurance broker organization code? | 4 | | Insurance broker name | PPG RETIREMENT PLAN SERVICES LTD |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP 16116 |
| Policy instance | 1 |
| Insurance contract or identification number | GP 16116 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $10,724 | | Total amount of fees paid to insurance company | USD $2,392 | | 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 $10,724 | | Amount paid for insurance broker fees | 25 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION TO SALES REP | | Insurance broker organization code? | 4 | | Insurance broker name | PPG RETIREMENT PLAN SERVICES LTD |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP 16116 |
| Policy instance | 1 |
| Insurance contract or identification number | GP 16116 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $11,024 | | Total amount of fees paid to insurance company | USD $657 | | 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 $11,024 | | Amount paid for insurance broker fees | 26 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION TO SALES REP | | Insurance broker organization code? | 7 | | Insurance broker name | PPG RETIREMENT PLAN SERVICES LTD |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP 16116 |
| Policy instance | 1 |
| Insurance contract or identification number | GP 16116 | | Number of Individuals Covered | 37 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $1,623 | | Total amount of fees paid to insurance company | USD $6,133 | | 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 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 69798 |
| Policy instance | 1 |
| Insurance contract or identification number | 69798 | | Number of Individuals Covered | 39 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $10,126 | | Total amount of fees paid to insurance company | USD $5,518 | | 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 | | Commission paid to Insurance Broker | USD $10,126 | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 4247 | | Additional information about fees paid to insurance broker | TPA SERVICES | | Insurance broker name | THE VANGUARD GROUP |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP 16116 |
| Policy instance | 2 |
| Insurance contract or identification number | GP 16116 | | Number of Individuals Covered | 39 | | Insurance policy start date | 2010-12-10 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $26,792 | | Total amount of fees paid to insurance company | USD $1,168 | | 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 | 1168 | | Additional information about fees paid to insurance broker | MARKETING ALLOWANCE | | Insurance broker organization code? | 4 | | Commission paid to Insurance Broker | USD $26,792 | | Insurance broker name | MORGAN STANLEY SMITH BARNEY |
|
