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PENZEYS, LTD 401(K) PLAN AND TRUST 401k Plan overview

Plan NamePENZEYS, LTD 401(K) PLAN AND TRUST
Plan identification number 001

PENZEYS, LTD 401(K) PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:PENZEYS, LTD
Employer identification number (EIN):391623813
NAIC Classification:311900
NAIC Description: Other Food Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENZEYS, LTD 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JOHN P. TILLISON2023-09-12
0012021-01-01JOHN P. TILLISON2022-08-30
0012020-01-01JOHN P. TILLISON2021-07-20
0012019-01-01JOHN P. TILLISON2020-07-14
0012018-01-01JOHN P. TILLISON2019-08-19
0012017-01-01
0012016-01-01JOHN P. TILLISON
0012015-01-01JOHN P. TILLISON
0012014-01-01JOHN P. TILLISON
0012013-01-01JOHN P. TILLISON
0012012-01-01JOHN P. TILLISON JOHN P. TILLISON2013-08-28
0012011-01-01JOHN P. TILLISON
0012009-01-01JOHN P. TILLISON JOHN P. TILLISON2010-10-06

Plan Statistics for PENZEYS, LTD 401(K) PLAN AND TRUST

401k plan membership statisitcs for PENZEYS, LTD 401(K) PLAN AND TRUST

Measure Date Value
2022: PENZEYS, LTD 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01540
Total number of active participants reported on line 7a of the Form 55002022-01-01400
Number of other retired or separated participants entitled to future benefits2022-01-0193
Total of all active and inactive participants2022-01-01493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01493
Number of participants with account balances2022-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PENZEYS, LTD 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01472
Total number of active participants reported on line 7a of the Form 55002021-01-01376
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0195
Total of all active and inactive participants2021-01-01471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01472
Number of participants with account balances2021-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PENZEYS, LTD 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01460
Total number of active participants reported on line 7a of the Form 55002020-01-01350
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0192
Total of all active and inactive participants2020-01-01442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01442
Number of participants with account balances2020-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PENZEYS, LTD 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01450
Total number of active participants reported on line 7a of the Form 55002019-01-01349
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0181
Total of all active and inactive participants2019-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01432
Number of participants with account balances2019-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PENZEYS, LTD 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01416
Total number of active participants reported on line 7a of the Form 55002018-01-01350
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0177
Total of all active and inactive participants2018-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01427
Number of participants with account balances2018-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PENZEYS, LTD 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01429
Total number of active participants reported on line 7a of the Form 55002017-01-01332
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0165
Total of all active and inactive participants2017-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01398
Number of participants with account balances2017-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PENZEYS, LTD 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01458
Total number of active participants reported on line 7a of the Form 55002016-01-01329
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0162
Total of all active and inactive participants2016-01-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01391
Number of participants with account balances2016-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PENZEYS, LTD 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01445
Total number of active participants reported on line 7a of the Form 55002015-01-01365
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0146
Total of all active and inactive participants2015-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01411
Number of participants with account balances2015-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PENZEYS, LTD 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01428
Total number of active participants reported on line 7a of the Form 55002014-01-01359
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0143
Total of all active and inactive participants2014-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01402
Number of participants with account balances2014-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PENZEYS, LTD 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01390
Total number of active participants reported on line 7a of the Form 55002013-01-01378
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01414
Number of participants with account balances2013-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PENZEYS, LTD 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01341
Total number of active participants reported on line 7a of the Form 55002012-01-01331
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0125
Total of all active and inactive participants2012-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01356
Number of participants with account balances2012-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PENZEYS, LTD 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01287
Total number of active participants reported on line 7a of the Form 55002011-01-01297
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01317
Number of participants with account balances2011-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PENZEYS, LTD 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01248
Total number of active participants reported on line 7a of the Form 55002009-01-01238
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01261
Number of participants with account balances2009-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PENZEYS, LTD 401(K) PLAN AND TRUST

Measure Date Value
2022 : PENZEYS, LTD 401(K) PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$8,595
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,527
Total income from all sources (including contributions)2022-12-31$-1,499,834
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$988,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$980,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,110,135
Value of total assets at end of year2022-12-31$13,787,891
Value of total assets at beginning of year2022-12-31$16,271,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,612
Total interest from all sources2022-12-31$35,032
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$234,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$234,177
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$909,716
Participant contributions at end of year2022-12-31$33,196
Participant contributions at beginning of year2022-12-31$70,458
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$8,595
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$3,527
Total non interest bearing cash at end of year2022-12-31$8,595
Total non interest bearing cash at beginning of year2022-12-31$3,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,488,754
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,779,296
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,268,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,601,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,753,486
Interest on participant loans2022-12-31$1,993
Interest earned on other investments2022-12-31$33,039
Value of interest in common/collective trusts at end of year2022-12-31$4,585,319
Value of interest in common/collective trusts at beginning of year2022-12-31$5,835,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,558,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,609,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,822,048
Net investment gain or loss from common/collective trusts2022-12-31$-1,057,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$200,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$980,308
Contract administrator fees2022-12-31$8,612
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WIPFLI
Accountancy firm EIN2022-12-31390758449
2021 : PENZEYS, LTD 401(K) PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,527
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,217
Total income from all sources (including contributions)2021-12-31$2,998,508
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,054,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,049,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,065,376
Value of total assets at end of year2021-12-31$16,271,577
Value of total assets at beginning of year2021-12-31$14,325,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,210
Total interest from all sources2021-12-31$37,895
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$322,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$322,542
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$864,729
Participant contributions at end of year2021-12-31$70,458
Participant contributions at beginning of year2021-12-31$120,546
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,266
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$3,527
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,217
Total non interest bearing cash at end of year2021-12-31$3,527
Total non interest bearing cash at beginning of year2021-12-31$1,221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,943,984
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,268,050
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,324,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,753,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,612,089
Interest on participant loans2021-12-31$5,270
Interest earned on other investments2021-12-31$32,625
Value of interest in common/collective trusts at end of year2021-12-31$5,835,057
Value of interest in common/collective trusts at beginning of year2021-12-31$9,453,206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,609,049
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,138,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$511,426
Net investment gain or loss from common/collective trusts2021-12-31$1,061,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$196,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,049,314
Contract administrator fees2021-12-31$5,210
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WIPFLI LLP
Accountancy firm EIN2021-12-31390758449
2020 : PENZEYS, LTD 401(K) PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,217
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$26,515
Total income from all sources (including contributions)2020-12-31$2,952,008
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$763,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$755,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$958,234
Value of total assets at end of year2020-12-31$14,325,283
Value of total assets at beginning of year2020-12-31$12,161,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,195
Total interest from all sources2020-12-31$7,492
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$142,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$142,249
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$754,662
Participant contributions at end of year2020-12-31$120,546
Participant contributions at beginning of year2020-12-31$164,547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,217
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$26,515
Total non interest bearing cash at end of year2020-12-31$1,221
Total non interest bearing cash at beginning of year2020-12-31$26,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,188,901
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,324,066
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,135,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,612,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,885,487
Interest on participant loans2020-12-31$7,492
Value of interest in common/collective trusts at end of year2020-12-31$9,453,206
Value of interest in common/collective trusts at beginning of year2020-12-31$8,333,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,138,221
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$751,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$466,558
Net investment gain or loss from common/collective trusts2020-12-31$1,377,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$203,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$755,912
Contract administrator fees2020-12-31$7,195
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WIPFLI LLP
Accountancy firm EIN2020-12-31390758449
2019 : PENZEYS, LTD 401(K) PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$26,515
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$796
Total income from all sources (including contributions)2019-12-31$3,197,870
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$608,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$599,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,081,298
Value of total assets at end of year2019-12-31$12,161,680
Value of total assets at beginning of year2019-12-31$9,546,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,708
Total interest from all sources2019-12-31$26,061
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$80,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$80,990
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$743,086
Participant contributions at end of year2019-12-31$164,547
Participant contributions at beginning of year2019-12-31$144,787
Participant contributions at beginning of year2019-12-31$25,177
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$130,815
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$26,515
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$796
Total non interest bearing cash at end of year2019-12-31$26,518
Total non interest bearing cash at beginning of year2019-12-31$796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,589,458
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,135,165
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,545,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,885,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,978,727
Interest on participant loans2019-12-31$7,054
Interest earned on other investments2019-12-31$19,007
Value of interest in common/collective trusts at end of year2019-12-31$8,333,725
Value of interest in common/collective trusts at beginning of year2019-12-31$6,743,481
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$751,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$652,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$775,728
Net investment gain or loss from common/collective trusts2019-12-31$1,233,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$207,397
Employer contributions (assets) at beginning of year2019-12-31$1,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$599,704
Contract administrator fees2019-12-31$8,708
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI, LLP
Accountancy firm EIN2019-12-31390758449
2018 : PENZEYS, LTD 401(K) PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$796
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$718
Total income from all sources (including contributions)2018-12-31$573,911
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$760,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$751,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$938,622
Value of total assets at end of year2018-12-31$9,546,503
Value of total assets at beginning of year2018-12-31$9,732,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,340
Total interest from all sources2018-12-31$21,693
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$70,756
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$70,756
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$726,757
Participant contributions at end of year2018-12-31$144,787
Participant contributions at beginning of year2018-12-31$170,956
Participant contributions at end of year2018-12-31$25,177
Participant contributions at beginning of year2018-12-31$22,691
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$13,471
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$796
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$718
Total non interest bearing cash at end of year2018-12-31$796
Total non interest bearing cash at beginning of year2018-12-31$718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-186,413
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,545,707
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,732,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,978,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,881,460
Interest on participant loans2018-12-31$6,738
Interest earned on other investments2018-12-31$14,955
Value of interest in common/collective trusts at end of year2018-12-31$6,743,481
Value of interest in common/collective trusts at beginning of year2018-12-31$7,060,983
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$652,085
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$594,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-181,952
Net investment gain or loss from common/collective trusts2018-12-31$-275,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$198,394
Employer contributions (assets) at end of year2018-12-31$1,450
Employer contributions (assets) at beginning of year2018-12-31$1,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$751,984
Contract administrator fees2018-12-31$8,340
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WIPFLI, LLP
Accountancy firm EIN2018-12-31390758449
2017 : PENZEYS, LTD 401(K) PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$718
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$961
Total income from all sources (including contributions)2017-12-31$2,176,909
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$534,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$526,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$880,852
Value of total assets at end of year2017-12-31$9,732,838
Value of total assets at beginning of year2017-12-31$8,091,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,325
Total interest from all sources2017-12-31$19,401
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$53,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$53,823
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$662,251
Participant contributions at end of year2017-12-31$170,956
Participant contributions at beginning of year2017-12-31$184,734
Participant contributions at end of year2017-12-31$22,691
Participant contributions at beginning of year2017-12-31$19,117
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$29,536
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$718
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$961
Total non interest bearing cash at end of year2017-12-31$718
Total non interest bearing cash at beginning of year2017-12-31$961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,642,009
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,732,120
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,090,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,881,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,386,277
Interest on participant loans2017-12-31$7,529
Interest earned on other investments2017-12-31$11,872
Value of interest in common/collective trusts at end of year2017-12-31$7,060,983
Value of interest in common/collective trusts at beginning of year2017-12-31$6,041,449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$594,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$456,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$197,488
Net investment gain or loss from common/collective trusts2017-12-31$1,025,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$189,065
Employer contributions (assets) at end of year2017-12-31$1,338
Employer contributions (assets) at beginning of year2017-12-31$1,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$526,575
Contract administrator fees2017-12-31$8,325
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WIPFLI
Accountancy firm EIN2017-12-31390758449
2016 : PENZEYS, LTD 401(K) PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$961
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$256
Total income from all sources (including contributions)2016-12-31$1,550,899
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$649,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$641,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$914,220
Value of total assets at end of year2016-12-31$8,091,072
Value of total assets at beginning of year2016-12-31$7,189,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,160
Total interest from all sources2016-12-31$14,434
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$32,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$32,969
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$671,434
Participant contributions at end of year2016-12-31$184,734
Participant contributions at beginning of year2016-12-31$155,070
Participant contributions at end of year2016-12-31$19,117
Participant contributions at beginning of year2016-12-31$21,145
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$34,704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$961
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$256
Total non interest bearing cash at end of year2016-12-31$961
Total non interest bearing cash at beginning of year2016-12-31$256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$901,159
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,090,111
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,188,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,386,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,097,683
Interest on participant loans2016-12-31$5,857
Interest earned on other investments2016-12-31$8,577
Value of interest in common/collective trusts at end of year2016-12-31$6,041,449
Value of interest in common/collective trusts at beginning of year2016-12-31$5,571,556
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$456,964
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$342,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$85,415
Net investment gain or loss from common/collective trusts2016-12-31$503,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$208,082
Employer contributions (assets) at end of year2016-12-31$1,570
Employer contributions (assets) at beginning of year2016-12-31$1,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$641,580
Contract administrator fees2016-12-31$8,160
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WIPFLI
Accountancy firm EIN2016-12-31390758449
2015 : PENZEYS, LTD 401(K) PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$256
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$65
Total income from all sources (including contributions)2015-12-31$879,278
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$391,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$384,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$907,109
Value of total assets at end of year2015-12-31$7,189,208
Value of total assets at beginning of year2015-12-31$6,701,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,450
Total interest from all sources2015-12-31$12,040
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$31,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$31,358
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$690,232
Participant contributions at end of year2015-12-31$155,070
Participant contributions at beginning of year2015-12-31$149,125
Participant contributions at end of year2015-12-31$21,145
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,119
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$256
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$65
Total non interest bearing cash at end of year2015-12-31$256
Total non interest bearing cash at beginning of year2015-12-31$65
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$487,763
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,188,952
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,701,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,097,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$716,621
Interest on participant loans2015-12-31$6,376
Interest earned on other investments2015-12-31$5,664
Value of interest in common/collective trusts at end of year2015-12-31$5,571,556
Value of interest in common/collective trusts at beginning of year2015-12-31$5,602,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$342,113
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$234,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-38,191
Net investment gain or loss from common/collective trusts2015-12-31$-33,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$215,758
Employer contributions (assets) at end of year2015-12-31$1,385
Employer contributions (assets) at beginning of year2015-12-31$-1,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$384,065
Contract administrator fees2015-12-31$7,450
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WIPFLI
Accountancy firm EIN2015-12-31390758449
2014 : PENZEYS, LTD 401(K) PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$65
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$53,798
Total income from all sources (including contributions)2014-12-31$1,221,562
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$415,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$409,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$768,088
Value of total assets at end of year2014-12-31$6,701,254
Value of total assets at beginning of year2014-12-31$5,949,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,380
Total interest from all sources2014-12-31$8,601
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$21,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$21,831
Administrative expenses professional fees incurred2014-12-31$3,185
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$561,783
Participant contributions at end of year2014-12-31$149,125
Participant contributions at beginning of year2014-12-31$125,038
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$53,798
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$65
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$53,798
Total non interest bearing cash at end of year2014-12-31$65
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$805,563
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,701,189
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,895,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$716,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$389,492
Interest on participant loans2014-12-31$5,708
Interest earned on other investments2014-12-31$2,884
Value of interest in common/collective trusts at end of year2014-12-31$5,602,027
Value of interest in common/collective trusts at beginning of year2014-12-31$5,164,798
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$216,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$216,298
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$9
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$234,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$30,973
Net investment gain or loss from common/collective trusts2014-12-31$392,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$206,305
Employer contributions (assets) at end of year2014-12-31$-1,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$409,619
Contract administrator fees2014-12-31$3,195
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WIPFLI, LLP
Accountancy firm EIN2014-12-31390758449
2013 : PENZEYS, LTD 401(K) PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$53,798
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$18
Total income from all sources (including contributions)2013-12-31$1,674,799
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$119,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$112,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$713,060
Value of total assets at end of year2013-12-31$5,949,424
Value of total assets at beginning of year2013-12-31$4,340,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,180
Total interest from all sources2013-12-31$5,661
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$6,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$6,154
Administrative expenses professional fees incurred2013-12-31$3,870
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$473,130
Participant contributions at end of year2013-12-31$125,038
Participant contributions at beginning of year2013-12-31$121,583
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$54,900
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$53,798
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$53,798
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$18
Total non interest bearing cash at beginning of year2013-12-31$16
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,554,851
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,895,626
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,340,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$389,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$276,591
Interest on participant loans2013-12-31$5,582
Value of interest in common/collective trusts at end of year2013-12-31$5,164,798
Value of interest in common/collective trusts at beginning of year2013-12-31$3,715,180
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$216,298
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$227,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$227,423
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$79
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$949,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$185,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$112,768
Contract administrator fees2013-12-31$3,310
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WIPFLI, LLP
Accountancy firm EIN2013-12-31390758449
2012 : PENZEYS, LTD 401(K) PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$18
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,031,068
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$229,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$222,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$587,676
Value of total assets at end of year2012-12-31$4,340,793
Value of total assets at beginning of year2012-12-31$3,539,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,577
Total interest from all sources2012-12-31$4,262
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$5,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$5,405
Administrative expenses professional fees incurred2012-12-31$4,547
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$408,079
Participant contributions at end of year2012-12-31$121,583
Participant contributions at beginning of year2012-12-31$80,745
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$21,118
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$18
Total non interest bearing cash at end of year2012-12-31$16
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$801,083
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,340,775
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,539,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$276,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$226,373
Interest on participant loans2012-12-31$4,003
Value of interest in common/collective trusts at end of year2012-12-31$3,715,180
Value of interest in common/collective trusts at beginning of year2012-12-31$3,025,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$227,423
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$207,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$207,003
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$22,062
Net investment gain or loss from common/collective trusts2012-12-31$411,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$158,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$222,408
Contract administrator fees2012-12-31$3,030
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WIPFLI
Accountancy firm EIN2012-12-31390758449
2011 : PENZEYS, LTD 401(K) PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$557,684
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$215,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$210,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$552,557
Value of total assets at end of year2011-12-31$3,539,692
Value of total assets at beginning of year2011-12-31$3,197,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,005
Total interest from all sources2011-12-31$3,686
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$4,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$4,575
Administrative expenses professional fees incurred2011-12-31$5,005
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$388,057
Participant contributions at end of year2011-12-31$80,745
Participant contributions at beginning of year2011-12-31$102,384
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$18,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$342,110
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,539,692
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,197,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$226,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$175,331
Interest on participant loans2011-12-31$3,538
Value of interest in common/collective trusts at end of year2011-12-31$3,025,571
Value of interest in common/collective trusts at beginning of year2011-12-31$2,764,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$207,003
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$155,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$155,606
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$3,501
Net investment gain or loss from common/collective trusts2011-12-31$-6,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$146,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$210,569
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WIPFLI, LLP
Accountancy firm EIN2011-12-31390758449
2010 : PENZEYS, LTD 401(K) PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$798,384
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$103,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$97,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$462,794
Value of total assets at end of year2010-12-31$3,197,582
Value of total assets at beginning of year2010-12-31$2,502,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,940
Total interest from all sources2010-12-31$3,444
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$3,741
Administrative expenses professional fees incurred2010-12-31$5,940
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$325,957
Participant contributions at end of year2010-12-31$102,384
Participant contributions at beginning of year2010-12-31$71,810
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$336
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$694,878
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,197,582
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,502,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$175,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$147,043
Interest on participant loans2010-12-31$3,267
Value of interest in common/collective trusts at end of year2010-12-31$2,764,261
Value of interest in common/collective trusts at beginning of year2010-12-31$2,144,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$155,606
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$139,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$139,046
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$15,234
Net investment gain or loss from common/collective trusts2010-12-31$313,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$136,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$97,566
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WIPFLI, LLP
Accountancy firm EIN2010-12-31390758449
2009 : PENZEYS, LTD 401(K) PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PENZEYS, LTD 401(K) PLAN AND TRUST

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

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number805231
Policy instance 1
Insurance contract or identification number805231
Number of Individuals Covered493
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number805231
Policy instance 1
Insurance contract or identification number805231
Number of Individuals Covered472
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number805231
Policy instance 1
Insurance contract or identification number805231
Number of Individuals Covered442
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number805231
Policy instance 1
Insurance contract or identification number805231
Number of Individuals Covered432
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number805231
Policy instance 1
Insurance contract or identification number805231
Number of Individuals Covered398
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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