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DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 401k Plan overview

Plan NameDRAKE-WILLIAMS STEEL PROFIT SHARING PLAN
Plan identification number 002

DRAKE-WILLIAMS STEEL 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

DRAKE-WILLIAMS STEEL, INC. has sponsored the creation of one or more 401k plans.

Company Name:DRAKE-WILLIAMS STEEL, INC.
Employer identification number (EIN):470145871
NAIC Classification:331200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-11-01
0022020-11-01
0022019-11-01
0022018-11-01
0022017-11-01
0022016-11-01JON EDEN
0022015-11-01JON EDEN
0022014-11-01JON EDEN
0022013-11-01JON EDEN
0022012-11-01CARL STEWART
0022011-11-01CARL STEWART
0022009-11-01DAVID WILLIAMS
0022008-11-01

Plan Statistics for DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN

401k plan membership statisitcs for DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN

Measure Date Value
2021: DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-11-01300
Total number of active participants reported on line 7a of the Form 55002021-11-01262
Number of retired or separated participants receiving benefits2021-11-013
Number of other retired or separated participants entitled to future benefits2021-11-0153
Total of all active and inactive participants2021-11-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-11-011
Total participants2021-11-01319
Number of participants with account balances2021-11-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-11-010
2020: DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-11-01262
Total number of active participants reported on line 7a of the Form 55002020-11-01247
Number of retired or separated participants receiving benefits2020-11-012
Number of other retired or separated participants entitled to future benefits2020-11-0146
Total of all active and inactive participants2020-11-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-11-010
Total participants2020-11-01295
Number of participants with account balances2020-11-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-11-010
2019: DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-11-01271
Total number of active participants reported on line 7a of the Form 55002019-11-01242
Number of retired or separated participants receiving benefits2019-11-011
Number of other retired or separated participants entitled to future benefits2019-11-0129
Total of all active and inactive participants2019-11-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-11-010
Total participants2019-11-01272
Number of participants with account balances2019-11-01257
2018: DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-11-01238
Total number of active participants reported on line 7a of the Form 55002018-11-01230
Number of retired or separated participants receiving benefits2018-11-011
Number of other retired or separated participants entitled to future benefits2018-11-0132
Total of all active and inactive participants2018-11-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-11-010
Total participants2018-11-01263
Number of participants with account balances2018-11-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-11-010
2017: DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-11-01218
Total number of active participants reported on line 7a of the Form 55002017-11-01204
Number of retired or separated participants receiving benefits2017-11-010
Number of other retired or separated participants entitled to future benefits2017-11-0133
Total of all active and inactive participants2017-11-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-11-010
Total participants2017-11-01237
Number of participants with account balances2017-11-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-11-011
2016: DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-01273
Total number of active participants reported on line 7a of the Form 55002016-11-01186
Number of retired or separated participants receiving benefits2016-11-011
Number of other retired or separated participants entitled to future benefits2016-11-0128
Total of all active and inactive participants2016-11-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-010
Total participants2016-11-01215
Number of participants with account balances2016-11-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-11-0127
2015: DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-01273
Total number of active participants reported on line 7a of the Form 55002015-11-01189
Number of retired or separated participants receiving benefits2015-11-010
Number of other retired or separated participants entitled to future benefits2015-11-0184
Total of all active and inactive participants2015-11-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-010
Total participants2015-11-01273
Number of participants with account balances2015-11-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-011
2014: DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-01281
Total number of active participants reported on line 7a of the Form 55002014-11-01178
Number of retired or separated participants receiving benefits2014-11-011
Number of other retired or separated participants entitled to future benefits2014-11-0188
Total of all active and inactive participants2014-11-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-010
Total participants2014-11-01267
Number of participants with account balances2014-11-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-019
2013: DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-01238
Total number of active participants reported on line 7a of the Form 55002013-11-01207
Number of retired or separated participants receiving benefits2013-11-010
Number of other retired or separated participants entitled to future benefits2013-11-0167
Total of all active and inactive participants2013-11-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-010
Total participants2013-11-01274
Number of participants with account balances2013-11-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-0111
2012: DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-01221
Total number of active participants reported on line 7a of the Form 55002012-11-01211
Number of retired or separated participants receiving benefits2012-11-010
Number of other retired or separated participants entitled to future benefits2012-11-0125
Total of all active and inactive participants2012-11-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-011
Total participants2012-11-01237
Number of participants with account balances2012-11-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-0137
2011: DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-01202
Total number of active participants reported on line 7a of the Form 55002011-11-01195
Number of other retired or separated participants entitled to future benefits2011-11-0118
Total of all active and inactive participants2011-11-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-012
Total participants2011-11-01215
Number of participants with account balances2011-11-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-015
2009: DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-01241
Total number of active participants reported on line 7a of the Form 55002009-11-01177
Number of retired or separated participants receiving benefits2009-11-010
Number of other retired or separated participants entitled to future benefits2009-11-0124
Total of all active and inactive participants2009-11-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-011
Total participants2009-11-01202
Number of participants with account balances2009-11-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-0124

Financial Data on DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN

Measure Date Value
2022 : DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-10-31$0
Total transfer of assets to this plan2022-10-31$101,389
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$0
Total income from all sources (including contributions)2022-10-31$-1,877,496
Total loss/gain on sale of assets2022-10-31$0
Total of all expenses incurred2022-10-31$1,358,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-31$1,288,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-31$1,009,303
Value of total assets at end of year2022-10-31$13,474,148
Value of total assets at beginning of year2022-10-31$16,608,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-31$70,174
Total interest from all sources2022-10-31$23,763
Total dividends received (eg from common stock, registered investment company shares)2022-10-31$1,624,540
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-10-31$1,624,540
Was this plan covered by a fidelity bond2022-10-31Yes
Value of fidelity bond cover2022-10-31$1,000,000
If this is an individual account plan, was there a blackout period2022-10-31No
Were there any nonexempt tranactions with any party-in-interest2022-10-31No
Contributions received from participants2022-10-31$1,009,303
Participant contributions at end of year2022-10-31$493,192
Participant contributions at beginning of year2022-10-31$452,777
Participant contributions at end of year2022-10-31$0
Participant contributions at beginning of year2022-10-31$0
Assets. Other investments not covered elsewhere at end of year2022-10-31$892,314
Assets. Other investments not covered elsewhere at beginning of year2022-10-31$1,156,169
Other income not declared elsewhere2022-10-31$-240,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Value of net income/loss2022-10-31$-3,236,046
Value of net assets at end of year (total assets less liabilities)2022-10-31$13,474,148
Value of net assets at beginning of year (total assets less liabilities)2022-10-31$16,608,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-31No
Were any leases to which the plan was party in default or uncollectible2022-10-31No
Investment advisory and management fees2022-10-31$4,318
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-10-31$11,818,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-10-31$14,780,661
Interest on participant loans2022-10-31$21,598
Interest earned on other investments2022-10-31$2,165
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-10-31$270,100
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-10-31$219,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-10-31$-4,294,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-31No
Was there a failure to transmit to the plan any participant contributions2022-10-31No
Has the plan failed to provide any benefit when due under the plan2022-10-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-31$1,288,376
Contract administrator fees2022-10-31$65,856
Did the plan have assets held for investment2022-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-31No
Opinion of an independent qualified public accountant for this plan2022-10-31Unqualified
Accountancy firm name2022-10-31LUTZ & COMPANY, PC
Accountancy firm EIN2022-10-31470625816
2021 : DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-10-31$0
Total transfer of assets to this plan2021-10-31$143,354
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$0
Total income from all sources (including contributions)2021-10-31$4,571,010
Total loss/gain on sale of assets2021-10-31$0
Total of all expenses incurred2021-10-31$1,625,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-10-31$1,549,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-10-31$929,219
Value of total assets at end of year2021-10-31$16,608,805
Value of total assets at beginning of year2021-10-31$13,519,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-10-31$75,252
Total interest from all sources2021-10-31$21,491
Total dividends received (eg from common stock, registered investment company shares)2021-10-31$414,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-10-31$414,767
Was this plan covered by a fidelity bond2021-10-31Yes
Value of fidelity bond cover2021-10-31$1,000,000
If this is an individual account plan, was there a blackout period2021-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-10-31$0
Were there any nonexempt tranactions with any party-in-interest2021-10-31No
Contributions received from participants2021-10-31$929,219
Participant contributions at end of year2021-10-31$452,777
Participant contributions at beginning of year2021-10-31$421,137
Participant contributions at end of year2021-10-31$0
Participant contributions at beginning of year2021-10-31$54,112
Assets. Other investments not covered elsewhere at end of year2021-10-31$1,156,169
Assets. Other investments not covered elsewhere at beginning of year2021-10-31$844,887
Other income not declared elsewhere2021-10-31$235,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Value of net income/loss2021-10-31$2,946,003
Value of net assets at end of year (total assets less liabilities)2021-10-31$16,608,805
Value of net assets at beginning of year (total assets less liabilities)2021-10-31$13,519,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-10-31No
Were any leases to which the plan was party in default or uncollectible2021-10-31No
Investment advisory and management fees2021-10-31$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-10-31$14,780,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-10-31$12,002,706
Interest on participant loans2021-10-31$19,589
Interest earned on other investments2021-10-31$1,902
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-10-31$219,198
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-10-31$196,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-10-31$2,969,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-10-31No
Was there a failure to transmit to the plan any participant contributions2021-10-31No
Has the plan failed to provide any benefit when due under the plan2021-10-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-10-31$1,549,755
Contract administrator fees2021-10-31$50,252
Did the plan have assets held for investment2021-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-10-31No
Opinion of an independent qualified public accountant for this plan2021-10-31Disclaimer
Accountancy firm name2021-10-31LUTZ & COMPANY, PC
Accountancy firm EIN2021-10-31470625816
2020 : DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$0
Total income from all sources (including contributions)2020-10-31$1,641,460
Total loss/gain on sale of assets2020-10-31$0
Total of all expenses incurred2020-10-31$1,167,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-10-31$1,068,606
Expenses. Certain deemed distributions of participant loans2020-10-31$16,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-10-31$827,599
Value of total assets at end of year2020-10-31$13,519,448
Value of total assets at beginning of year2020-10-31$13,045,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-10-31$81,678
Total interest from all sources2020-10-31$22,762
Total dividends received (eg from common stock, registered investment company shares)2020-10-31$320,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-10-31$320,284
Administrative expenses professional fees incurred2020-10-31$72,574
Was this plan covered by a fidelity bond2020-10-31Yes
Value of fidelity bond cover2020-10-31$1,000,000
If this is an individual account plan, was there a blackout period2020-10-31No
Were there any nonexempt tranactions with any party-in-interest2020-10-31No
Contributions received from participants2020-10-31$827,599
Participant contributions at end of year2020-10-31$421,137
Participant contributions at beginning of year2020-10-31$404,681
Participant contributions at end of year2020-10-31$54,112
Participant contributions at beginning of year2020-10-31$0
Assets. Other investments not covered elsewhere at end of year2020-10-31$844,887
Assets. Other investments not covered elsewhere at beginning of year2020-10-31$718,689
Other income not declared elsewhere2020-10-31$97,835
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Value of net income/loss2020-10-31$474,300
Value of net assets at end of year (total assets less liabilities)2020-10-31$13,519,448
Value of net assets at beginning of year (total assets less liabilities)2020-10-31$13,045,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-10-31No
Were any leases to which the plan was party in default or uncollectible2020-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-10-31$12,002,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-10-31$11,781,890
Interest on participant loans2020-10-31$20,817
Interest earned on other investments2020-10-31$1,926
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-10-31$19
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-10-31$196,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-10-31$139,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-10-31$372,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-10-31No
Was there a failure to transmit to the plan any participant contributions2020-10-31No
Has the plan failed to provide any benefit when due under the plan2020-10-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-10-31$1,068,606
Contract administrator fees2020-10-31$9,104
Did the plan have assets held for investment2020-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-10-31Yes
Opinion of an independent qualified public accountant for this plan2020-10-31Disclaimer
Accountancy firm name2020-10-31LUTZ & COMPANY, PC
Accountancy firm EIN2020-10-31470625816
2019 : DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$0
Total income from all sources (including contributions)2019-10-31$2,149,926
Total loss/gain on sale of assets2019-10-31$0
Total of all expenses incurred2019-10-31$2,709,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-10-31$2,635,574
Expenses. Certain deemed distributions of participant loans2019-10-31$1,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-10-31$662,462
Value of total assets at end of year2019-10-31$13,045,148
Value of total assets at beginning of year2019-10-31$13,604,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-10-31$71,690
Total interest from all sources2019-10-31$20,721
Total dividends received (eg from common stock, registered investment company shares)2019-10-31$353,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-10-31$353,923
Administrative expenses professional fees incurred2019-10-31$71,690
Was this plan covered by a fidelity bond2019-10-31Yes
Value of fidelity bond cover2019-10-31$1,000,000
If this is an individual account plan, was there a blackout period2019-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-10-31$0
Were there any nonexempt tranactions with any party-in-interest2019-10-31No
Contributions received from participants2019-10-31$648,537
Participant contributions at end of year2019-10-31$404,681
Participant contributions at beginning of year2019-10-31$410,645
Assets. Other investments not covered elsewhere at end of year2019-10-31$718,689
Assets. Other investments not covered elsewhere at beginning of year2019-10-31$2,208,812
Income. Received or receivable in cash from other sources (including rollovers)2019-10-31$13,925
Other income not declared elsewhere2019-10-31$164,181
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Value of net income/loss2019-10-31$-559,179
Value of net assets at end of year (total assets less liabilities)2019-10-31$13,045,148
Value of net assets at beginning of year (total assets less liabilities)2019-10-31$13,604,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-10-31No
Were any leases to which the plan was party in default or uncollectible2019-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-10-31$11,781,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-10-31$10,894,108
Interest on participant loans2019-10-31$18,603
Interest earned on other investments2019-10-31$2,118
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-10-31$139,888
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-10-31$90,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-10-31$948,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-10-31No
Was there a failure to transmit to the plan any participant contributions2019-10-31No
Has the plan failed to provide any benefit when due under the plan2019-10-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-10-31$2,635,574
Did the plan have assets held for investment2019-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-10-31Yes
Opinion of an independent qualified public accountant for this plan2019-10-31Disclaimer
Accountancy firm name2019-10-31LUTZ & COMPANY, PC
Accountancy firm EIN2019-10-31470625816
2018 : DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-10-31$0
Total transfer of assets to this plan2018-10-31$46,817
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$0
Total income from all sources (including contributions)2018-10-31$574,130
Total loss/gain on sale of assets2018-10-31$0
Total of all expenses incurred2018-10-31$1,072,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-10-31$964,249
Expenses. Certain deemed distributions of participant loans2018-10-31$36,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-10-31$620,557
Value of total assets at end of year2018-10-31$13,604,327
Value of total assets at beginning of year2018-10-31$14,055,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-10-31$71,427
Total interest from all sources2018-10-31$22,011
Total dividends received (eg from common stock, registered investment company shares)2018-10-31$288,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-10-31$288,193
Administrative expenses professional fees incurred2018-10-31$71,427
Was this plan covered by a fidelity bond2018-10-31Yes
Value of fidelity bond cover2018-10-31$1,000,000
If this is an individual account plan, was there a blackout period2018-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-10-31$0
Were there any nonexempt tranactions with any party-in-interest2018-10-31No
Contributions received from participants2018-10-31$558,624
Participant contributions at end of year2018-10-31$410,645
Participant contributions at beginning of year2018-10-31$469,521
Assets. Other investments not covered elsewhere at end of year2018-10-31$2,208,812
Assets. Other investments not covered elsewhere at beginning of year2018-10-31$2,241,330
Income. Received or receivable in cash from other sources (including rollovers)2018-10-31$61,933
Other income not declared elsewhere2018-10-31$-39,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Value of net income/loss2018-10-31$-498,318
Value of net assets at end of year (total assets less liabilities)2018-10-31$13,604,327
Value of net assets at beginning of year (total assets less liabilities)2018-10-31$14,055,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-10-31No
Were any leases to which the plan was party in default or uncollectible2018-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-10-31$10,894,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-10-31$11,264,282
Interest on participant loans2018-10-31$21,078
Interest earned on other investments2018-10-31$842
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-10-31$91
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-10-31$90,762
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-10-31$80,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-10-31$-317,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-10-31No
Was there a failure to transmit to the plan any participant contributions2018-10-31No
Has the plan failed to provide any benefit when due under the plan2018-10-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-10-31$964,249
Did the plan have assets held for investment2018-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-10-31Yes
Opinion of an independent qualified public accountant for this plan2018-10-31Disclaimer
Accountancy firm name2018-10-31LUTZ & COMPANY, PC
Accountancy firm EIN2018-10-31470625816
2017 : DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$0
Total income from all sources (including contributions)2017-10-31$2,253,471
Total loss/gain on sale of assets2017-10-31$0
Total of all expenses incurred2017-10-31$734,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-10-31$651,177
Expenses. Certain deemed distributions of participant loans2017-10-31$8,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-10-31$448,077
Value of total assets at end of year2017-10-31$14,055,828
Value of total assets at beginning of year2017-10-31$12,536,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-10-31$75,258
Total interest from all sources2017-10-31$16,676
Total dividends received (eg from common stock, registered investment company shares)2017-10-31$256,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-10-31$256,231
Administrative expenses professional fees incurred2017-10-31$75,258
Was this plan covered by a fidelity bond2017-10-31Yes
Value of fidelity bond cover2017-10-31$1,000,000
If this is an individual account plan, was there a blackout period2017-10-31No
Were there any nonexempt tranactions with any party-in-interest2017-10-31No
Contributions received from participants2017-10-31$447,742
Participant contributions at end of year2017-10-31$469,521
Participant contributions at beginning of year2017-10-31$367,201
Assets. Other investments not covered elsewhere at end of year2017-10-31$2,241,330
Assets. Other investments not covered elsewhere at beginning of year2017-10-31$2,035,063
Income. Received or receivable in cash from other sources (including rollovers)2017-10-31$335
Other income not declared elsewhere2017-10-31$166,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Value of net income/loss2017-10-31$1,518,928
Value of net assets at end of year (total assets less liabilities)2017-10-31$14,055,828
Value of net assets at beginning of year (total assets less liabilities)2017-10-31$12,536,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-10-31No
Were any leases to which the plan was party in default or uncollectible2017-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-10-31$11,264,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-10-31$9,992,596
Interest on participant loans2017-10-31$15,479
Interest earned on other investments2017-10-31$1,169
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-10-31$28
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-10-31$80,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-10-31$142,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-10-31$1,366,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-10-31No
Was there a failure to transmit to the plan any participant contributions2017-10-31No
Has the plan failed to provide any benefit when due under the plan2017-10-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-10-31$651,177
Did the plan have assets held for investment2017-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-10-31Yes
Opinion of an independent qualified public accountant for this plan2017-10-31Disclaimer
Accountancy firm name2017-10-31LUTZ & COMPANY, PC
Accountancy firm EIN2017-10-31470625816
2016 : DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$0
Total income from all sources (including contributions)2016-10-31$847,887
Total loss/gain on sale of assets2016-10-31$0
Total of all expenses incurred2016-10-31$1,282,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-10-31$1,208,602
Expenses. Certain deemed distributions of participant loans2016-10-31$2,241
Value of total corrective distributions2016-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-10-31$485,662
Value of total assets at end of year2016-10-31$12,536,900
Value of total assets at beginning of year2016-10-31$12,971,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-10-31$71,832
Total interest from all sources2016-10-31$22,682
Total dividends received (eg from common stock, registered investment company shares)2016-10-31$327,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-10-31$327,919
Administrative expenses professional fees incurred2016-10-31$71,832
Was this plan covered by a fidelity bond2016-10-31Yes
Value of fidelity bond cover2016-10-31$1,000,000
If this is an individual account plan, was there a blackout period2016-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-10-31$0
Were there any nonexempt tranactions with any party-in-interest2016-10-31No
Contributions received from participants2016-10-31$472,718
Participant contributions at end of year2016-10-31$367,201
Participant contributions at beginning of year2016-10-31$397,705
Participant contributions at end of year2016-10-31$0
Participant contributions at beginning of year2016-10-31$0
Assets. Other investments not covered elsewhere at end of year2016-10-31$2,035,063
Assets. Other investments not covered elsewhere at beginning of year2016-10-31$2,035,783
Income. Received or receivable in cash from other sources (including rollovers)2016-10-31$12,944
Other income not declared elsewhere2016-10-31$-16,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Value of net income/loss2016-10-31$-434,788
Value of net assets at end of year (total assets less liabilities)2016-10-31$12,536,900
Value of net assets at beginning of year (total assets less liabilities)2016-10-31$12,971,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-10-31No
Were any leases to which the plan was party in default or uncollectible2016-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-10-31$9,992,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-10-31$10,418,466
Value of interest in pooled separate accounts at end of year2016-10-31$0
Value of interest in pooled separate accounts at beginning of year2016-10-31$0
Interest on participant loans2016-10-31$21,111
Interest earned on other investments2016-10-31$1,545
Value of interest in common/collective trusts at end of year2016-10-31$0
Value of interest in common/collective trusts at beginning of year2016-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-10-31$26
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-10-31$142,040
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-10-31$119,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-10-31$28,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-10-31No
Was there a failure to transmit to the plan any participant contributions2016-10-31Yes
Has the plan failed to provide any benefit when due under the plan2016-10-31No
Employer contributions (assets) at end of year2016-10-31$0
Employer contributions (assets) at beginning of year2016-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-10-31$1,208,602
Did the plan have assets held for investment2016-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-10-31Yes
Opinion of an independent qualified public accountant for this plan2016-10-31Disclaimer
Accountancy firm name2016-10-31LUTZ & COMPANY, PC
Accountancy firm EIN2016-10-31470625816
2015 : DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$0
Total income from all sources (including contributions)2015-10-31$719,581
Total loss/gain on sale of assets2015-10-31$0
Total of all expenses incurred2015-10-31$2,301,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-10-31$2,157,124
Expenses. Certain deemed distributions of participant loans2015-10-31$45,693
Value of total corrective distributions2015-10-31$1,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-10-31$554,019
Value of total assets at end of year2015-10-31$12,971,688
Value of total assets at beginning of year2015-10-31$14,554,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-10-31$98,028
Total interest from all sources2015-10-31$18,658
Total dividends received (eg from common stock, registered investment company shares)2015-10-31$299,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-10-31$299,917
Administrative expenses professional fees incurred2015-10-31$98,028
Was this plan covered by a fidelity bond2015-10-31Yes
Value of fidelity bond cover2015-10-31$1,000,000
If this is an individual account plan, was there a blackout period2015-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-10-31$0
Were there any nonexempt tranactions with any party-in-interest2015-10-31No
Contributions received from participants2015-10-31$502,976
Participant contributions at end of year2015-10-31$397,705
Participant contributions at beginning of year2015-10-31$360,163
Participant contributions at end of year2015-10-31$0
Participant contributions at beginning of year2015-10-31$0
Assets. Other investments not covered elsewhere at end of year2015-10-31$2,035,783
Assets. Other investments not covered elsewhere at beginning of year2015-10-31$1,556,733
Income. Received or receivable in cash from other sources (including rollovers)2015-10-31$51,043
Other income not declared elsewhere2015-10-31$-100,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Value of net income/loss2015-10-31$-1,582,412
Value of net assets at end of year (total assets less liabilities)2015-10-31$12,971,688
Value of net assets at beginning of year (total assets less liabilities)2015-10-31$14,554,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-10-31No
Were any leases to which the plan was party in default or uncollectible2015-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-10-31$10,418,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-10-31$11,988,844
Value of interest in pooled separate accounts at end of year2015-10-31$0
Value of interest in pooled separate accounts at beginning of year2015-10-31$0
Interest on participant loans2015-10-31$15,288
Interest earned on other investments2015-10-31$3,295
Value of interest in common/collective trusts at end of year2015-10-31$0
Value of interest in common/collective trusts at beginning of year2015-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-10-31$75
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-10-31$119,734
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-10-31$648,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-10-31$-52,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-10-31No
Was there a failure to transmit to the plan any participant contributions2015-10-31Yes
Has the plan failed to provide any benefit when due under the plan2015-10-31No
Employer contributions (assets) at end of year2015-10-31$0
Employer contributions (assets) at beginning of year2015-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-10-31$2,157,124
Did the plan have assets held for investment2015-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-10-31Yes
Opinion of an independent qualified public accountant for this plan2015-10-31Disclaimer
Accountancy firm name2015-10-31LUTZ & COMPANY, PC
Accountancy firm EIN2015-10-31470625816
2014 : DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total income from all sources (including contributions)2014-10-31$2,155,509
Total loss/gain on sale of assets2014-10-31$0
Total of all expenses incurred2014-10-31$2,317,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-10-31$2,242,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-10-31$631,281
Value of total assets at end of year2014-10-31$14,554,100
Value of total assets at beginning of year2014-10-31$14,715,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-10-31$74,759
Total interest from all sources2014-10-31$15,323
Total dividends received (eg from common stock, registered investment company shares)2014-10-31$77,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-10-31$77,683
Was this plan covered by a fidelity bond2014-10-31Yes
Value of fidelity bond cover2014-10-31$1,000,000
If this is an individual account plan, was there a blackout period2014-10-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-10-31$0
Were there any nonexempt tranactions with any party-in-interest2014-10-31No
Contributions received from participants2014-10-31$573,447
Participant contributions at end of year2014-10-31$360,163
Participant contributions at beginning of year2014-10-31$188,138
Participant contributions at end of year2014-10-31$0
Participant contributions at beginning of year2014-10-31$3,417
Assets. Other investments not covered elsewhere at end of year2014-10-31$1,556,733
Assets. Other investments not covered elsewhere at beginning of year2014-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-10-31$57,834
Other income not declared elsewhere2014-10-31$56,733
Administrative expenses (other) incurred2014-10-31$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Value of net income/loss2014-10-31$-161,559
Value of net assets at end of year (total assets less liabilities)2014-10-31$14,554,100
Value of net assets at beginning of year (total assets less liabilities)2014-10-31$14,715,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-10-31No
Were any leases to which the plan was party in default or uncollectible2014-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-10-31$11,988,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-10-31$912,956
Value of interest in pooled separate accounts at end of year2014-10-31$0
Value of interest in pooled separate accounts at beginning of year2014-10-31$12,727,797
Interest on participant loans2014-10-31$10,159
Interest earned on other investments2014-10-31$5,164
Value of interest in common/collective trusts at end of year2014-10-31$0
Value of interest in common/collective trusts at beginning of year2014-10-31$583,351
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-10-31$648,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-10-31$691,732
Net investment gain/loss from pooled separate accounts2014-10-31$689,676
Net investment gain or loss from common/collective trusts2014-10-31$-6,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-10-31Yes
Was there a failure to transmit to the plan any participant contributions2014-10-31Yes
Has the plan failed to provide any benefit when due under the plan2014-10-31No
Employer contributions (assets) at end of year2014-10-31$0
Employer contributions (assets) at beginning of year2014-10-31$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-10-31$2,242,309
Contract administrator fees2014-10-31$74,459
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-10-31Yes
Did the plan have assets held for investment2014-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-10-31Yes
Opinion of an independent qualified public accountant for this plan2014-10-31Disclaimer
Accountancy firm name2014-10-31LUTZ & COMPANY, PC
Accountancy firm EIN2014-10-31470625816
2013 : DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$0
Total income from all sources (including contributions)2013-10-31$3,060,025
Total loss/gain on sale of assets2013-10-31$0
Total of all expenses incurred2013-10-31$524,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-10-31$487,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-10-31$813,565
Value of total assets at end of year2013-10-31$14,712,430
Value of total assets at beginning of year2013-10-31$12,176,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-10-31$36,935
Total interest from all sources2013-10-31$8,836
Total dividends received (eg from common stock, registered investment company shares)2013-10-31$9,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-10-31$9,124
Administrative expenses professional fees incurred2013-10-31$19,297
Was this plan covered by a fidelity bond2013-10-31Yes
Value of fidelity bond cover2013-10-31$1,000,000
If this is an individual account plan, was there a blackout period2013-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-10-31$0
Were there any nonexempt tranactions with any party-in-interest2013-10-31No
Contributions received from participants2013-10-31$462,034
Participant contributions at end of year2013-10-31$188,138
Participant contributions at beginning of year2013-10-31$210,745
Participant contributions at end of year2013-10-31$188
Participant contributions at beginning of year2013-10-31$28
Income. Received or receivable in cash from other sources (including rollovers)2013-10-31$51,531
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-10-31$0
Other income not declared elsewhere2013-10-31$503
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Value of net income/loss2013-10-31$2,535,533
Value of net assets at end of year (total assets less liabilities)2013-10-31$14,712,430
Value of net assets at beginning of year (total assets less liabilities)2013-10-31$12,176,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-10-31No
Were any leases to which the plan was party in default or uncollectible2013-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-10-31$912,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-10-31$830,426
Value of interest in pooled separate accounts at end of year2013-10-31$12,727,797
Value of interest in pooled separate accounts at beginning of year2013-10-31$10,824,775
Interest on participant loans2013-10-31$8,836
Value of interest in common/collective trusts at end of year2013-10-31$583,351
Value of interest in common/collective trusts at beginning of year2013-10-31$60,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-10-31$174,091
Net investment gain/loss from pooled separate accounts2013-10-31$2,046,577
Net investment gain or loss from common/collective trusts2013-10-31$7,329
Net gain/loss from 103.12 investment entities2013-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-10-31No
Was there a failure to transmit to the plan any participant contributions2013-10-31Yes
Has the plan failed to provide any benefit when due under the plan2013-10-31No
Contributions received in cash from employer2013-10-31$300,000
Employer contributions (assets) at end of year2013-10-31$300,000
Employer contributions (assets) at beginning of year2013-10-31$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-10-31$487,557
Contract administrator fees2013-10-31$17,638
Did the plan have assets held for investment2013-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-10-31Yes
Opinion of an independent qualified public accountant for this plan2013-10-31Disclaimer
Accountancy firm name2013-10-31LUTZ & COMPANY, P.C.
Accountancy firm EIN2013-10-31470625816
2012 : DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$0
Total income from all sources (including contributions)2012-10-31$1,886,961
Total loss/gain on sale of assets2012-10-31$0
Total of all expenses incurred2012-10-31$407,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-10-31$363,522
Value of total corrective distributions2012-10-31$19,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-10-31$771,756
Value of total assets at end of year2012-10-31$12,176,897
Value of total assets at beginning of year2012-10-31$10,697,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-10-31$24,409
Total interest from all sources2012-10-31$9,021
Total dividends received (eg from common stock, registered investment company shares)2012-10-31$9,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-10-31$9,262
Administrative expenses professional fees incurred2012-10-31$9,481
Was this plan covered by a fidelity bond2012-10-31Yes
Value of fidelity bond cover2012-10-31$1,000,000
If this is an individual account plan, was there a blackout period2012-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-10-31$0
Were there any nonexempt tranactions with any party-in-interest2012-10-31No
Contributions received from participants2012-10-31$400,973
Participant contributions at end of year2012-10-31$210,745
Participant contributions at beginning of year2012-10-31$196,484
Participant contributions at end of year2012-10-31$28
Participant contributions at beginning of year2012-10-31$11,499
Income. Received or receivable in cash from other sources (including rollovers)2012-10-31$120,783
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-10-31$1,536
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Value of net income/loss2012-10-31$1,479,853
Value of net assets at end of year (total assets less liabilities)2012-10-31$12,176,897
Value of net assets at beginning of year (total assets less liabilities)2012-10-31$10,697,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-10-31No
Were any leases to which the plan was party in default or uncollectible2012-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-10-31$830,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-10-31$1,343,869
Value of interest in pooled separate accounts at end of year2012-10-31$10,824,775
Value of interest in pooled separate accounts at beginning of year2012-10-31$9,066,636
Interest on participant loans2012-10-31$9,021
Value of interest in common/collective trusts at end of year2012-10-31$60,923
Value of interest in common/collective trusts at beginning of year2012-10-31$78,556
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-10-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-10-31$46,134
Net investment gain/loss from pooled separate accounts2012-10-31$1,050,061
Net investment gain or loss from common/collective trusts2012-10-31$727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-10-31No
Was there a failure to transmit to the plan any participant contributions2012-10-31No
Has the plan failed to provide any benefit when due under the plan2012-10-31No
Contributions received in cash from employer2012-10-31$250,000
Employer contributions (assets) at end of year2012-10-31$250,000
Employer contributions (assets) at beginning of year2012-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-10-31$361,986
Contract administrator fees2012-10-31$14,928
Did the plan have assets held for investment2012-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-10-31Yes
Opinion of an independent qualified public accountant for this plan2012-10-31Disclaimer
Accountancy firm name2012-10-31LUTZ & COMPANY, P.C.
Accountancy firm EIN2012-10-31470625816
2011 : DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$0
Total income from all sources (including contributions)2011-10-31$880,746
Total loss/gain on sale of assets2011-10-31$0
Total of all expenses incurred2011-10-31$740,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-10-31$726,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-10-31$417,121
Value of total assets at end of year2011-10-31$10,697,044
Value of total assets at beginning of year2011-10-31$10,557,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-10-31$14,181
Total interest from all sources2011-10-31$8,697
Total dividends received (eg from common stock, registered investment company shares)2011-10-31$13,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-10-31$13,484
Was this plan covered by a fidelity bond2011-10-31Yes
Value of fidelity bond cover2011-10-31$500,000
If this is an individual account plan, was there a blackout period2011-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-10-31$0
Were there any nonexempt tranactions with any party-in-interest2011-10-31No
Contributions received from participants2011-10-31$379,984
Participant contributions at end of year2011-10-31$196,484
Participant contributions at beginning of year2011-10-31$146,915
Participant contributions at end of year2011-10-31$11,499
Participant contributions at beginning of year2011-10-31$8,380
Income. Received or receivable in cash from other sources (including rollovers)2011-10-31$37,137
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-10-31$3,782
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-10-31$0
Other income not declared elsewhere2011-10-31$2,221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Value of net income/loss2011-10-31$139,839
Value of net assets at end of year (total assets less liabilities)2011-10-31$10,697,044
Value of net assets at beginning of year (total assets less liabilities)2011-10-31$10,557,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-10-31No
Were any leases to which the plan was party in default or uncollectible2011-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-10-31$1,343,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-10-31$1,394,223
Value of interest in pooled separate accounts at end of year2011-10-31$9,066,636
Value of interest in pooled separate accounts at beginning of year2011-10-31$8,918,055
Interest on participant loans2011-10-31$8,697
Value of interest in common/collective trusts at end of year2011-10-31$78,556
Value of interest in common/collective trusts at beginning of year2011-10-31$89,632
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-10-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-10-31$-27,144
Net investment gain/loss from pooled separate accounts2011-10-31$465,355
Net investment gain or loss from common/collective trusts2011-10-31$1,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-10-31No
Was there a failure to transmit to the plan any participant contributions2011-10-31No
Has the plan failed to provide any benefit when due under the plan2011-10-31No
Employer contributions (assets) at end of year2011-10-31$0
Employer contributions (assets) at beginning of year2011-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-10-31$722,944
Contract administrator fees2011-10-31$14,181
Did the plan have assets held for investment2011-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-10-31Yes
Opinion of an independent qualified public accountant for this plan2011-10-31Disclaimer
Accountancy firm name2011-10-31LUTZ & COMPANY, P.C.
Accountancy firm EIN2011-10-31470625816

Form 5500 Responses for DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN

2021: DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2021 form 5500 responses
2021-11-01Type of plan entitySingle employer plan
2021-11-01Submission has been amendedNo
2021-11-01This submission is the final filingNo
2021-11-01This return/report is a short plan year return/report (less than 12 months)No
2021-11-01Plan is a collectively bargained planNo
2021-11-01Plan funding arrangement – InsuranceYes
2021-11-01Plan funding arrangement – TrustYes
2021-11-01Plan benefit arrangement – InsuranceYes
2021-11-01Plan benefit arrangement - TrustYes
2020: DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2020 form 5500 responses
2020-11-01Type of plan entitySingle employer plan
2020-11-01Submission has been amendedNo
2020-11-01This submission is the final filingNo
2020-11-01This return/report is a short plan year return/report (less than 12 months)No
2020-11-01Plan is a collectively bargained planNo
2020-11-01Plan funding arrangement – InsuranceYes
2020-11-01Plan funding arrangement – TrustYes
2020-11-01Plan benefit arrangement – InsuranceYes
2020-11-01Plan benefit arrangement - TrustYes
2019: DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01Submission has been amendedNo
2019-11-01This submission is the final filingNo
2019-11-01This return/report is a short plan year return/report (less than 12 months)No
2019-11-01Plan is a collectively bargained planNo
2019-11-01Plan funding arrangement – InsuranceYes
2019-11-01Plan funding arrangement – TrustYes
2019-11-01Plan benefit arrangement – InsuranceYes
2019-11-01Plan benefit arrangement - TrustYes
2018: DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Submission has been amendedNo
2018-11-01This submission is the final filingNo
2018-11-01This return/report is a short plan year return/report (less than 12 months)No
2018-11-01Plan is a collectively bargained planNo
2018-11-01Plan funding arrangement – InsuranceYes
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement – InsuranceYes
2018-11-01Plan benefit arrangement - TrustYes
2017: DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Submission has been amendedNo
2017-11-01This submission is the final filingNo
2017-11-01This return/report is a short plan year return/report (less than 12 months)No
2017-11-01Plan is a collectively bargained planNo
2017-11-01Plan funding arrangement – InsuranceYes
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement – InsuranceYes
2017-11-01Plan benefit arrangement - TrustYes
2016: DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Submission has been amendedNo
2016-11-01This submission is the final filingNo
2016-11-01This return/report is a short plan year return/report (less than 12 months)No
2016-11-01Plan is a collectively bargained planNo
2016-11-01Plan funding arrangement – InsuranceYes
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement – InsuranceYes
2016-11-01Plan benefit arrangement - TrustYes
2015: DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – InsuranceYes
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement – InsuranceYes
2015-11-01Plan benefit arrangement - TrustYes
2014: DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – InsuranceYes
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement – InsuranceYes
2014-11-01Plan benefit arrangement - TrustYes
2013: DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planYes
2013-11-01Plan funding arrangement – InsuranceYes
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement – InsuranceYes
2013-11-01Plan benefit arrangement - TrustYes
2012: DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planYes
2012-11-01Plan funding arrangement – InsuranceYes
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement – InsuranceYes
2012-11-01Plan benefit arrangement - TrustYes
2011: DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planYes
2011-11-01Plan funding arrangement – InsuranceYes
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement – InsuranceYes
2011-11-01Plan benefit arrangement - TrustYes
2009: DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planYes
2009-11-01Plan funding arrangement – InsuranceYes
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement – InsuranceYes
2009-11-01Plan benefit arrangement - TrustYes
2008: DRAKE-WILLIAMS STEEL PROFIT SHARING PLAN 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336961-01
Policy instance 1
Insurance contract or identification number336961-01
Number of Individuals Covered15
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336961-01
Policy instance 1
Insurance contract or identification number336961-01
Number of Individuals Covered17
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336961-01
Policy instance 1
Insurance contract or identification number336961-01
Number of Individuals Covered18
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336961-01
Policy instance 1
Insurance contract or identification number336961-01
Number of Individuals Covered19
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336961-01
Policy instance 1
Insurance contract or identification number336961-01
Number of Individuals Covered20
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT

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