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INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameINDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 002

INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

INDEPENDENT STAVE COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name:INDEPENDENT STAVE COMPANY, LLC
Employer identification number (EIN):440515123
NAIC Classification:321900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01TIM SEXTON TIM SEXTON2018-09-21
0022016-01-01TIM SEXTON TIM SEXTON2017-10-12
0022015-01-01TIM SEXTON TIM SEXTON2016-10-12
0022014-01-01TIM SEXTON TIM SEXTON2015-09-11
0022013-01-01TIM SEXTON TIM SEXTON2014-10-08
0022012-01-01TIM SEXTON TIM SEXTON2013-10-04
0022011-01-01TIM SEXTON
0022009-01-01TIM SEXTON

Plan Statistics for INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,859
Total number of active participants reported on line 7a of the Form 55002022-01-011,311
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01388
Total of all active and inactive participants2022-01-011,699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,699
Number of participants with account balances2022-01-011,445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0118
2021: INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,802
Total number of active participants reported on line 7a of the Form 55002021-01-011,255
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01326
Total of all active and inactive participants2021-01-011,581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,581
Number of participants with account balances2021-01-011,315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01169
2020: INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,691
Total number of active participants reported on line 7a of the Form 55002020-01-011,241
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01295
Total of all active and inactive participants2020-01-011,536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,536
Number of participants with account balances2020-01-011,316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01186
2019: INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,622
Total number of active participants reported on line 7a of the Form 55002019-01-011,195
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01269
Total of all active and inactive participants2019-01-011,464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,464
Number of participants with account balances2019-01-011,232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01200
2018: INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,528
Total number of active participants reported on line 7a of the Form 55002018-01-011,124
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01224
Total of all active and inactive participants2018-01-011,348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,348
Number of participants with account balances2018-01-011,087
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01154
2017: INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,394
Total number of active participants reported on line 7a of the Form 55002017-01-011,045
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01167
Total of all active and inactive participants2017-01-011,212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,212
Number of participants with account balances2017-01-01941
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01152
2016: INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,359
Total number of active participants reported on line 7a of the Form 55002016-01-01985
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01123
Total of all active and inactive participants2016-01-011,108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,108
Number of participants with account balances2016-01-01827
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01136
2015: INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,105
Total number of active participants reported on line 7a of the Form 55002015-01-01937
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0186
Total of all active and inactive participants2015-01-011,023
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,023
Number of participants with account balances2015-01-01693
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0178
2014: INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01923
Total number of active participants reported on line 7a of the Form 55002014-01-01720
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0176
Total of all active and inactive participants2014-01-01796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01796
Number of participants with account balances2014-01-01592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0156
2013: INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01842
Total number of active participants reported on line 7a of the Form 55002013-01-01655
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0169
Total of all active and inactive participants2013-01-01724
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01724
Number of participants with account balances2013-01-01549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0141
2012: INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01831
Total number of active participants reported on line 7a of the Form 55002012-01-01617
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0155
Total of all active and inactive participants2012-01-01672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01672
Number of participants with account balances2012-01-01492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0127
2011: INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01785
Total number of active participants reported on line 7a of the Form 55002011-01-01585
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01105
Total of all active and inactive participants2011-01-01690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01690
Number of participants with account balances2011-01-01461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0115
2009: INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,027
Total number of active participants reported on line 7a of the Form 55002009-01-01661
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01119
Total of all active and inactive participants2009-01-01780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01780
Number of participants with account balances2009-01-01533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0127

Financial Data on INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN 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$14,203
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$40,655
Total income from all sources (including contributions)2022-12-31$-5,361,440
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,231,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,972,206
Value of total corrective distributions2022-12-31$14,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,350,208
Value of total assets at end of year2022-12-31$74,968,870
Value of total assets at beginning of year2022-12-31$86,588,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$244,833
Total interest from all sources2022-12-31$257,164
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,467,244
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$2,467,244
Administrative expenses professional fees incurred2022-12-31$152,327
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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$5,582,375
Participant contributions at end of year2022-12-31$3,097,486
Participant contributions at beginning of year2022-12-31$3,028,136
Participant contributions at end of year2022-12-31$68,114
Participant contributions at beginning of year2022-12-31$62,532
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$36,447
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$63
Other income not declared elsewhere2022-12-31$154,876
Liabilities. Value of operating payables at end of year2022-12-31$14,203
Liabilities. Value of operating payables at beginning of year2022-12-31$40,655
Total non interest bearing cash at end of year2022-12-31$76,633
Total non interest bearing cash at beginning of year2022-12-31$152,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,592,682
Value of net assets at end of year (total assets less liabilities)2022-12-31$74,954,667
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$86,547,349
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
Investment advisory and management fees2022-12-31$92,506
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$63,647,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$75,731,812
Interest on participant loans2022-12-31$137,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$8,001,880
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$7,521,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$7,521,692
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$119,220
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$43,856
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$58,785
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,590,932
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,731,386
Employer contributions (assets) at end of year2022-12-31$33,771
Employer contributions (assets) at beginning of year2022-12-31$32,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,970,031
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 name2022-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2022-12-31481246310
2021 : INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$40,655
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$50,622
Total income from all sources (including contributions)2021-12-31$18,809,540
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,528,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,232,333
Value of total corrective distributions2021-12-31$40,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,192,552
Value of total assets at end of year2021-12-31$86,588,004
Value of total assets at beginning of year2021-12-31$74,316,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$255,182
Total interest from all sources2021-12-31$149,245
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,950,188
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$3,950,188
Administrative expenses professional fees incurred2021-12-31$167,178
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$4,773,176
Participant contributions at end of year2021-12-31$3,028,136
Participant contributions at beginning of year2021-12-31$3,256,338
Participant contributions at end of year2021-12-31$62,532
Participant contributions at beginning of year2021-12-31$3,750
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$79,474
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$63
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$123
Other income not declared elsewhere2021-12-31$231,437
Liabilities. Value of operating payables at end of year2021-12-31$40,655
Liabilities. Value of operating payables at beginning of year2021-12-31$50,622
Total non interest bearing cash at end of year2021-12-31$152,711
Total non interest bearing cash at beginning of year2021-12-31$363,058
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$12,281,370
Value of net assets at end of year (total assets less liabilities)2021-12-31$86,547,349
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$74,265,979
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
Investment advisory and management fees2021-12-31$88,004
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$75,731,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$62,791,486
Interest on participant loans2021-12-31$148,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$7,521,692
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$7,671,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$7,671,184
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$842
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$58,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$57,228
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,286,118
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,339,902
Employer contributions (assets) at end of year2021-12-31$32,273
Employer contributions (assets) at beginning of year2021-12-31$173,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,230,158
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 name2021-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2021-12-31481246310
2020 : INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$50,622
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$73,285
Total income from all sources (including contributions)2020-12-31$17,625,964
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,146,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,878,585
Value of total corrective distributions2020-12-31$50,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,853,855
Value of total assets at end of year2020-12-31$74,316,601
Value of total assets at beginning of year2020-12-31$59,859,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$217,010
Total interest from all sources2020-12-31$189,913
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,898,175
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$1,898,175
Administrative expenses professional fees incurred2020-12-31$143,207
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$4,462,108
Participant contributions at end of year2020-12-31$3,256,338
Participant contributions at beginning of year2020-12-31$2,895,737
Participant contributions at end of year2020-12-31$3,750
Participant contributions at beginning of year2020-12-31$16,827
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$195,133
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$123
Other income not declared elsewhere2020-12-31$180,661
Liabilities. Value of operating payables at end of year2020-12-31$50,622
Liabilities. Value of operating payables at beginning of year2020-12-31$73,285
Total non interest bearing cash at end of year2020-12-31$363,058
Total non interest bearing cash at beginning of year2020-12-31$260,771
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$14,479,747
Value of net assets at end of year (total assets less liabilities)2020-12-31$74,265,979
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$59,786,232
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
Investment advisory and management fees2020-12-31$73,803
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$62,791,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$50,297,672
Interest on participant loans2020-12-31$150,917
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$7,671,184
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$6,196,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$6,196,563
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$38,996
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$57,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$54,922
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$2,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,503,360
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,196,614
Employer contributions (assets) at end of year2020-12-31$173,434
Employer contributions (assets) at beginning of year2020-12-31$137,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,876,410
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 name2020-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2020-12-31481246310
2019 : INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN 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$73,285
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$36,179
Total income from all sources (including contributions)2019-12-31$17,339,287
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,228,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,946,132
Value of total corrective distributions2019-12-31$73,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,401,617
Value of total assets at end of year2019-12-31$59,859,517
Value of total assets at beginning of year2019-12-31$46,712,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$209,529
Total interest from all sources2019-12-31$137,052
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,634,257
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$1,634,257
Administrative expenses professional fees incurred2019-12-31$127,080
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$4,162,914
Participant contributions at end of year2019-12-31$2,895,737
Participant contributions at beginning of year2019-12-31$2,533,972
Participant contributions at end of year2019-12-31$16,827
Participant contributions at beginning of year2019-12-31$22,523
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$210,553
Other income not declared elsewhere2019-12-31$171,624
Liabilities. Value of operating payables at end of year2019-12-31$73,285
Liabilities. Value of operating payables at beginning of year2019-12-31$36,179
Total non interest bearing cash at end of year2019-12-31$260,771
Total non interest bearing cash at beginning of year2019-12-31$234,909
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$13,110,341
Value of net assets at end of year (total assets less liabilities)2019-12-31$59,786,232
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$46,675,891
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
Investment advisory and management fees2019-12-31$82,449
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$50,297,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$37,580,207
Interest on participant loans2019-12-31$136,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$6,196,563
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$6,159,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$6,159,085
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$626
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$54,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$53,608
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,994,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$2,028,150
Employer contributions (assets) at end of year2019-12-31$137,025
Employer contributions (assets) at beginning of year2019-12-31$127,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,943,957
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 name2019-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2019-12-31481246310
2018 : INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$36,179
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$49,170
Total income from all sources (including contributions)2018-12-31$3,713,498
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,915,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,679,354
Value of total corrective distributions2018-12-31$38,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,731,184
Value of total assets at end of year2018-12-31$46,712,070
Value of total assets at beginning of year2018-12-31$46,927,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$197,525
Total interest from all sources2018-12-31$202,171
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,105,680
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$2,105,680
Administrative expenses professional fees incurred2018-12-31$114,012
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$3,631,422
Participant contributions at end of year2018-12-31$2,533,972
Participant contributions at beginning of year2018-12-31$2,286,677
Participant contributions at end of year2018-12-31$22,523
Participant contributions at beginning of year2018-12-31$5,309
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$337,817
Other income not declared elsewhere2018-12-31$157,833
Liabilities. Value of operating payables at end of year2018-12-31$36,179
Liabilities. Value of operating payables at beginning of year2018-12-31$49,170
Total non interest bearing cash at end of year2018-12-31$234,909
Total non interest bearing cash at beginning of year2018-12-31$244,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-202,051
Value of net assets at end of year (total assets less liabilities)2018-12-31$46,675,891
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$46,877,942
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
Investment advisory and management fees2018-12-31$83,513
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$37,580,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$38,934,333
Interest on participant loans2018-12-31$112,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$6,159,085
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$5,256,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$5,256,516
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$90,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$53,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$76,318
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$2,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,483,370
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$1,761,945
Employer contributions (assets) at end of year2018-12-31$127,766
Employer contributions (assets) at beginning of year2018-12-31$123,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,676,683
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 name2018-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2018-12-31481246310
2017 : INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN 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$49,170
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$89,591
Total income from all sources (including contributions)2017-12-31$11,566,583
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,796,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,570,048
Value of total corrective distributions2017-12-31$51,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,721,786
Value of total assets at end of year2017-12-31$46,927,112
Value of total assets at beginning of year2017-12-31$38,197,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$175,184
Total interest from all sources2017-12-31$127,180
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,302,826
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$1,302,826
Administrative expenses professional fees incurred2017-12-31$106,281
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$3,170,586
Participant contributions at end of year2017-12-31$2,286,677
Participant contributions at beginning of year2017-12-31$2,030,931
Participant contributions at end of year2017-12-31$5,309
Participant contributions at beginning of year2017-12-31$9,543
Other income not declared elsewhere2017-12-31$2,290
Liabilities. Value of operating payables at end of year2017-12-31$49,170
Liabilities. Value of operating payables at beginning of year2017-12-31$89,591
Total non interest bearing cash at end of year2017-12-31$244,761
Total non interest bearing cash at beginning of year2017-12-31$211,762
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$8,769,689
Value of net assets at end of year (total assets less liabilities)2017-12-31$46,877,942
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$38,108,253
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
Investment advisory and management fees2017-12-31$68,903
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$38,934,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$31,005,000
Interest on participant loans2017-12-31$90,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$5,256,516
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,751,262
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,751,262
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$36,961
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$76,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$81,031
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$3,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,412,501
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$1,551,200
Employer contributions (assets) at end of year2017-12-31$123,198
Employer contributions (assets) at beginning of year2017-12-31$108,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,566,864
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 name2017-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2017-12-31481246310
2016 : INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN 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$89,591
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$53,565
Total income from all sources (including contributions)2016-12-31$7,105,892
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,178,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,936,811
Value of total corrective distributions2016-12-31$89,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,284,556
Value of total assets at end of year2016-12-31$38,197,844
Value of total assets at beginning of year2016-12-31$33,234,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$152,076
Total interest from all sources2016-12-31$96,444
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$845,494
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$845,494
Administrative expenses professional fees incurred2016-12-31$77,067
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$2,854,022
Participant contributions at end of year2016-12-31$2,030,931
Participant contributions at beginning of year2016-12-31$1,844,217
Participant contributions at end of year2016-12-31$9,543
Participant contributions at beginning of year2016-12-31$18,424
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$40,041
Other income not declared elsewhere2016-12-31$2,173
Liabilities. Value of operating payables at end of year2016-12-31$89,591
Liabilities. Value of operating payables at beginning of year2016-12-31$53,565
Total non interest bearing cash at end of year2016-12-31$211,762
Total non interest bearing cash at beginning of year2016-12-31$172,275
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$4,927,414
Value of net assets at end of year (total assets less liabilities)2016-12-31$38,108,253
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$33,180,839
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
Investment advisory and management fees2016-12-31$75,009
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$31,005,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$26,599,432
Interest on participant loans2016-12-31$79,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,751,262
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,427,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,427,199
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$16,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$81,031
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$78,858
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$3,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,877,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,390,493
Employer contributions (assets) at end of year2016-12-31$108,315
Employer contributions (assets) at beginning of year2016-12-31$93,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,933,627
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 name2016-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2016-12-31481246310
2015 : INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$53,565
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$100,662
Total income from all sources (including contributions)2015-12-31$3,741,109
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,301,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,214,350
Value of total corrective distributions2015-12-31$53,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,606,956
Value of total assets at end of year2015-12-31$33,234,404
Value of total assets at beginning of year2015-12-31$31,841,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$33,411
Total interest from all sources2015-12-31$79,949
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,996,768
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$1,996,768
Administrative expenses professional fees incurred2015-12-31$33,411
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$2,359,405
Participant contributions at end of year2015-12-31$1,844,217
Participant contributions at beginning of year2015-12-31$1,893,893
Participant contributions at end of year2015-12-31$18,424
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$90,637
Other income not declared elsewhere2015-12-31$2,425
Liabilities. Value of operating payables at end of year2015-12-31$53,565
Liabilities. Value of operating payables at beginning of year2015-12-31$100,662
Total non interest bearing cash at end of year2015-12-31$172,275
Total non interest bearing cash at beginning of year2015-12-31$153,031
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$1,439,783
Value of net assets at end of year (total assets less liabilities)2015-12-31$33,180,839
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$31,741,056
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$26,599,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$25,274,924
Interest on participant loans2015-12-31$79,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,427,199
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,364,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,364,956
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$78,858
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$76,433
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$3,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,944,989
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,156,914
Employer contributions (assets) at end of year2015-12-31$93,999
Employer contributions (assets) at beginning of year2015-12-31$78,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,211,166
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 name2015-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2015-12-31481246310
2014 : INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$100,662
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$106,550
Total income from all sources (including contributions)2014-12-31$4,489,837
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,544,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,510,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,870,989
Value of total assets at end of year2014-12-31$31,841,718
Value of total assets at beginning of year2014-12-31$28,902,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$34,596
Total interest from all sources2014-12-31$79,262
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,796,824
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$1,796,824
Administrative expenses professional fees incurred2014-12-31$31,262
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$1,924,600
Participant contributions at end of year2014-12-31$1,893,893
Participant contributions at beginning of year2014-12-31$1,831,868
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$7,339
Other income not declared elsewhere2014-12-31$2,769
Administrative expenses (other) incurred2014-12-31$3,334
Liabilities. Value of operating payables at end of year2014-12-31$100,662
Liabilities. Value of operating payables at beginning of year2014-12-31$106,550
Total non interest bearing cash at end of year2014-12-31$153,031
Total non interest bearing cash at beginning of year2014-12-31$114,971
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$2,945,137
Value of net assets at end of year (total assets less liabilities)2014-12-31$31,741,056
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$28,795,919
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$25,274,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$22,464,091
Interest on participant loans2014-12-31$79,262
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,364,956
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,352,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,352,217
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$76,433
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$79,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-260,007
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$939,050
Employer contributions (assets) at end of year2014-12-31$78,481
Employer contributions (assets) at beginning of year2014-12-31$59,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,510,104
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 name2014-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2014-12-31481246310
2013 : INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$106,550
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$87,710
Total income from all sources (including contributions)2013-12-31$7,081,931
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,629,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,493,982
Value of total corrective distributions2013-12-31$106,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,477,708
Value of total assets at end of year2013-12-31$28,902,469
Value of total assets at beginning of year2013-12-31$23,430,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$28,692
Total interest from all sources2013-12-31$77,040
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$724,684
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$724,684
Administrative expenses professional fees incurred2013-12-31$28,692
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$1,664,791
Participant contributions at end of year2013-12-31$1,831,868
Participant contributions at beginning of year2013-12-31$1,682,263
Participant contributions at beginning of year2013-12-31$18,933
Other income not declared elsewhere2013-12-31$3,362
Liabilities. Value of operating payables at end of year2013-12-31$106,550
Liabilities. Value of operating payables at beginning of year2013-12-31$87,710
Total non interest bearing cash at end of year2013-12-31$114,971
Total non interest bearing cash at beginning of year2013-12-31$87,756
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$5,452,707
Value of net assets at end of year (total assets less liabilities)2013-12-31$28,795,919
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$23,343,212
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$22,464,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,578,389
Interest on participant loans2013-12-31$77,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,352,217
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,928,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,928,661
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$79,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$76,076
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$3,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,799,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$812,917
Employer contributions (assets) at end of year2013-12-31$59,884
Employer contributions (assets) at beginning of year2013-12-31$58,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,490,158
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 name2013-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2013-12-31481246310
2012 : INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$87,710
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$80,648
Total income from all sources (including contributions)2012-12-31$4,426,954
Total of all expenses incurred2012-12-31$1,859,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,744,817
Value of total corrective distributions2012-12-31$87,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,185,310
Value of total assets at end of year2012-12-31$23,430,922
Value of total assets at beginning of year2012-12-31$20,856,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$26,996
Total interest from all sources2012-12-31$76,324
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$346,090
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$346,090
Administrative expenses professional fees incurred2012-12-31$22,170
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,465,777
Participant contributions at end of year2012-12-31$1,682,263
Participant contributions at beginning of year2012-12-31$1,593,991
Participant contributions at end of year2012-12-31$18,933
Participant contributions at beginning of year2012-12-31$4,167
Other income not declared elsewhere2012-12-31$4,131
Liabilities. Value of operating payables at end of year2012-12-31$87,710
Liabilities. Value of operating payables at beginning of year2012-12-31$80,648
Total non interest bearing cash at end of year2012-12-31$87,756
Total non interest bearing cash at beginning of year2012-12-31$100,724
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$2,567,431
Value of net assets at end of year (total assets less liabilities)2012-12-31$23,343,212
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,775,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$4,826
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$17,578,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,282,546
Interest on participant loans2012-12-31$74,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,928,661
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,710,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,710,770
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,505
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$76,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$99,652
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$4,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,815,099
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$719,533
Employer contributions (assets) at end of year2012-12-31$58,844
Employer contributions (assets) at beginning of year2012-12-31$64,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,740,195
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 name2012-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2012-12-31481246310
2011 : INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$80,648
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$103,468
Total income from all sources (including contributions)2011-12-31$1,821,531
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$806,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$701,714
Value of total corrective distributions2011-12-31$80,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,025,398
Value of total assets at end of year2011-12-31$20,856,429
Value of total assets at beginning of year2011-12-31$19,864,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$23,967
Total interest from all sources2011-12-31$75,377
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$300,645
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$300,645
Administrative expenses professional fees incurred2011-12-31$23,967
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,361,375
Participant contributions at end of year2011-12-31$1,593,991
Participant contributions at beginning of year2011-12-31$1,431,143
Participant contributions at end of year2011-12-31$4,167
Participant contributions at beginning of year2011-12-31$10,297
Assets. Other investments not covered elsewhere at end of year2011-12-31$99,652
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$94,712
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$358
Other income not declared elsewhere2011-12-31$4,940
Liabilities. Value of operating payables at end of year2011-12-31$80,648
Liabilities. Value of operating payables at beginning of year2011-12-31$103,468
Total non interest bearing cash at end of year2011-12-31$100,724
Total non interest bearing cash at beginning of year2011-12-31$93,232
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$1,015,202
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,775,781
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,760,579
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$15,282,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,550,823
Interest on participant loans2011-12-31$73,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,710,770
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,626,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,626,753
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,754
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$5,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-584,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$663,665
Employer contributions (assets) at end of year2011-12-31$64,579
Employer contributions (assets) at beginning of year2011-12-31$57,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$696,333
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 name2011-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2011-12-31481246310
2010 : INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$103,468
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$83,610
Total income from all sources (including contributions)2010-12-31$3,678,681
Total of all expenses incurred2010-12-31$1,606,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,482,284
Value of total corrective distributions2010-12-31$103,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,849,969
Value of total assets at end of year2010-12-31$19,864,047
Value of total assets at beginning of year2010-12-31$17,772,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$20,845
Total interest from all sources2010-12-31$77,058
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$253,392
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$253,392
Administrative expenses professional fees incurred2010-12-31$18,185
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$1,227,013
Participant contributions at end of year2010-12-31$1,431,143
Participant contributions at beginning of year2010-12-31$1,299,643
Participant contributions at end of year2010-12-31$10,297
Participant contributions at beginning of year2010-12-31$37,531
Assets. Other investments not covered elsewhere at end of year2010-12-31$94,712
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$101,981
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$35,026
Other income not declared elsewhere2010-12-31$4,937
Liabilities. Value of operating payables at end of year2010-12-31$103,468
Liabilities. Value of operating payables at beginning of year2010-12-31$83,610
Total non interest bearing cash at end of year2010-12-31$93,232
Total non interest bearing cash at beginning of year2010-12-31$68,516
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$2,072,084
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,760,579
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,688,495
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
Investment advisory and management fees2010-12-31$2,660
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$14,550,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,333,881
Interest on participant loans2010-12-31$77,058
Value of interest in common/collective trusts at beginning of year2010-12-31$2,871,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,626,753
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$5,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,500,657
Net investment gain or loss from common/collective trusts2010-12-31$-7,332
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$587,930
Employer contributions (assets) at end of year2010-12-31$57,087
Employer contributions (assets) at beginning of year2010-12-31$58,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,476,993
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 name2010-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2010-12-31481246310
2009 : INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN 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 INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN

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

Insurance Providers Used on plan

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE7371164
Policy instance 1
Insurance contract or identification numberE7371164
Number of Individuals Covered5
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE7371164
Policy instance 1
Insurance contract or identification numberE7371164
Number of Individuals Covered6
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE7371164
Policy instance 1
Insurance contract or identification numberE7371164
Number of Individuals Covered6
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?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE7371164
Policy instance 1
Insurance contract or identification numberE7371164
Number of Individuals Covered6
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?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE7371164
Policy instance 1
Insurance contract or identification numberE7371164
Number of Individuals Covered7
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE7371164
Policy instance 1
Insurance contract or identification numberE7371164
Number of Individuals Covered9
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?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE7371164
Policy instance 1
Insurance contract or identification numberE7371164
Number of Individuals Covered10
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE7371164
Policy instance 1
Insurance contract or identification numberE7371164
Number of Individuals Covered11
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE7371164
Policy instance 1
Insurance contract or identification numberE7371164
Number of Individuals Covered11
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE7371164
Policy instance 1
Insurance contract or identification numberE7371164
Number of Individuals Covered11
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE7371164
Policy instance 1
Insurance contract or identification numberE7371164
Number of Individuals Covered14
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE7371164
Policy instance 1
Insurance contract or identification numberE7371164
Number of Individuals Covered18
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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

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