401k Plan data: CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN plan

CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN 401k Plan overview

Plan Name	CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN
Plan identification number	001

CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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.

401k Sponsoring company profile

CAPITOL WRIGHT DISTRIBUTING has sponsored the creation of one or more 401k plans.

Company Name: CAPITOL WRIGHT DISTRIBUTING

Employer identification number (EIN): 471175773

NAIC Classification: 424800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 WILLIAM HARRISS
001 2017-01-01 WILLIAM HARRISS
001 2017-01-01 WILLIAM HARRISS
001 2016-01-01 WILLIAM HARRISS WILLIAM HARRISS 2017-10-10
001 2015-01-01 WILLIAM HARRISS WILLIAM HARRISS 2016-10-17
001 2014-10-17 WILLIAM HARRISS 2015-05-08 WILLIAM HARRISS 2015-05-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	WILLIAM HARRISS
001	2017-01-01	WILLIAM HARRISS
001	2017-01-01	WILLIAM HARRISS
001	2016-01-01	WILLIAM HARRISS		WILLIAM HARRISS	2017-10-10
001	2015-01-01	WILLIAM HARRISS		WILLIAM HARRISS	2016-10-17
001	2014-10-17	WILLIAM HARRISS	2015-05-08	WILLIAM HARRISS	2015-05-08

Plan Statistics for CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN

401k plan membership statisitcs for CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN

Measure Date Value
2021: CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 579
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 394
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 140
Total of all active and inactive participants 2021-01-01 535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 535
Number of participants with account balances 2021-01-01 502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 52
2020: CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 579
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 411
Number of retired or separated participants receiving benefits 2020-01-01 12
Number of other retired or separated participants entitled to future benefits 2020-01-01 118
Total of all active and inactive participants 2020-01-01 541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 541
Number of participants with account balances 2020-01-01 502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 70
2019: CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 583
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 425
Number of retired or separated participants receiving benefits 2019-01-01 14
Number of other retired or separated participants entitled to future benefits 2019-01-01 94
Total of all active and inactive participants 2019-01-01 533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 533
Number of participants with account balances 2019-01-01 495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 76
2018: CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 500
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 478
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 76
Total of all active and inactive participants 2018-01-01 555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 555
Number of participants with account balances 2018-01-01 497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 41
2017: CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 560
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 454
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 44
Total of all active and inactive participants 2017-01-01 498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 500
Number of participants with account balances 2017-01-01 461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 65
2016: CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 451
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 430
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 42
Total of all active and inactive participants 2016-01-01 472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 474
Number of participants with account balances 2016-01-01 434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 32
2015: CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 351
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 367
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 38
Total of all active and inactive participants 2015-01-01 405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 407
Number of participants with account balances 2015-01-01 390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 23

Measure	Date	Value
2021: CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	579
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	394
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	140
Total of all active and inactive participants	2021-01-01	535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	535
Number of participants with account balances	2021-01-01	502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	52
2020: CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	579
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	411
Number of retired or separated participants receiving benefits	2020-01-01	12
Number of other retired or separated participants entitled to future benefits	2020-01-01	118
Total of all active and inactive participants	2020-01-01	541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	541
Number of participants with account balances	2020-01-01	502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	70
2019: CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	583
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	425
Number of retired or separated participants receiving benefits	2019-01-01	14
Number of other retired or separated participants entitled to future benefits	2019-01-01	94
Total of all active and inactive participants	2019-01-01	533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	533
Number of participants with account balances	2019-01-01	495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	76
2018: CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	500
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	478
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	76
Total of all active and inactive participants	2018-01-01	555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	555
Number of participants with account balances	2018-01-01	497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	41
2017: CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	560
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	454
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	44
Total of all active and inactive participants	2017-01-01	498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	500
Number of participants with account balances	2017-01-01	461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	65
2016: CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	451
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	430
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	42
Total of all active and inactive participants	2016-01-01	472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	474
Number of participants with account balances	2016-01-01	434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	32
2015: CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	351
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	367
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	38
Total of all active and inactive participants	2015-01-01	405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	407
Number of participants with account balances	2015-01-01	390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	23

Financial Data on CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN

Measure	Date	Value
2021 : CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$13,450
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$52,476
Total income from all sources (including contributions)	2021-12-31	$3,764,415
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,276,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,138,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,448,068
Value of total assets at end of year	2021-12-31	$22,374,926
Value of total assets at beginning of year	2021-12-31	$19,925,774
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$138,178
Total interest from all sources	2021-12-31	$35,190
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$647,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$647,338
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,023,522
Participant contributions at end of year	2021-12-31	$454,314
Participant contributions at beginning of year	2021-12-31	$556,017
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$13,450
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$52,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,488,178
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$22,361,476
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$19,873,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$77,835
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$21,218,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$18,708,790
Interest on participant loans	2021-12-31	$23,574
Interest earned on other investments	2021-12-31	$11,616
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$702,417
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$660,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,633,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$424,546
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,138,059
Contract administrator fees	2021-12-31	$60,343
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	COULTER & JUSTUS
Accountancy firm EIN	2021-12-31	621532536
2020 : CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$52,476
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$50,262
Total income from all sources (including contributions)	2020-12-31	$3,750,546
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$4,914,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,786,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,377,470
Value of total assets at end of year	2020-12-31	$19,925,774
Value of total assets at beginning of year	2020-12-31	$21,087,927
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$128,607
Total interest from all sources	2020-12-31	$46,182
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$438,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$438,197
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$978,819
Participant contributions at end of year	2020-12-31	$556,017
Participant contributions at beginning of year	2020-12-31	$571,882
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$11,082
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$52,476
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$50,262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-1,164,367
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$19,873,298
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$21,037,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$71,705
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$18,708,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$19,692,446
Interest on participant loans	2020-12-31	$28,821
Interest earned on other investments	2020-12-31	$17,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$660,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$812,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,888,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$398,651
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,786,306
Contract administrator fees	2020-12-31	$56,902
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	COULTER & JUSTUS
Accountancy firm EIN	2020-12-31	621532536
2019 : CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$50,262
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$20,456
Total income from all sources (including contributions)	2019-12-31	$5,027,624
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,252,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,126,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,538,311
Value of total assets at end of year	2019-12-31	$21,087,927
Value of total assets at beginning of year	2019-12-31	$18,283,465
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$126,637
Total interest from all sources	2019-12-31	$54,762
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$560,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$560,702
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,048,612
Participant contributions at end of year	2019-12-31	$571,882
Participant contributions at beginning of year	2019-12-31	$548,464
Participant contributions at end of year	2019-12-31	$11,082
Participant contributions at beginning of year	2019-12-31	$39,073
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$55,422
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$50,262
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$20,456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,774,656
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$21,037,665
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$18,263,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$19,692,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$15,869,169
Interest on participant loans	2019-12-31	$33,085
Interest earned on other investments	2019-12-31	$21,677
Value of interest in common/collective trusts at end of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$263,574
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$812,032
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,547,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,873,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$434,277
Employer contributions (assets) at end of year	2019-12-31	$485
Employer contributions (assets) at beginning of year	2019-12-31	$15,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,126,331
Contract administrator fees	2019-12-31	$126,637
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	COULTER & JUSTUS
Accountancy firm EIN	2019-12-31	621532536
2018 : CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$20,456
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$859,719
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,174,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,105,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,640,183
Value of total assets at end of year	2018-12-31	$18,283,465
Value of total assets at beginning of year	2018-12-31	$18,578,145
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$69,111
Total interest from all sources	2018-12-31	$32,907
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$481,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$481,360
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,087,498
Participant contributions at end of year	2018-12-31	$548,464
Participant contributions at beginning of year	2018-12-31	$443,396
Participant contributions at end of year	2018-12-31	$39,073
Participant contributions at beginning of year	2018-12-31	$72,250
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$133,780
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$20,456
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-315,136
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$18,263,009
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$18,578,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$15,869,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,886,091
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,410,210
Interest on participant loans	2018-12-31	$32,907
Interest earned on other investments	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$263,574
Value of interest in common/collective trusts at beginning of year	2018-12-31	$14,735,162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,547,792
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,893,277
Net investment gain/loss from pooled separate accounts	2018-12-31	$598,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$418,905
Employer contributions (assets) at end of year	2018-12-31	$15,393
Employer contributions (assets) at beginning of year	2018-12-31	$31,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,105,744
Contract administrator fees	2018-12-31	$69,111
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	COULTER & JUSTUS
Accountancy firm EIN	2018-12-31	621532536
2017 : CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$4,004,854
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,970,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,883,445
Value of total corrective distributions	2017-12-31	$6,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,443,251
Value of total assets at end of year	2017-12-31	$18,578,145
Value of total assets at beginning of year	2017-12-31	$16,544,138
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$81,090
Total interest from all sources	2017-12-31	$20,876
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$41,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$41,683
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,015,871
Participant contributions at end of year	2017-12-31	$443,396
Participant contributions at beginning of year	2017-12-31	$354,311
Participant contributions at end of year	2017-12-31	$72,250
Participant contributions at beginning of year	2017-12-31	$68,388
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,134
Administrative expenses (other) incurred	2017-12-31	$11,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,034,007
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$18,578,145
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$16,544,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$64,095
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,886,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,609,288
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,410,210
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,229,741
Interest on participant loans	2017-12-31	$20,876
Value of interest in common/collective trusts at end of year	2017-12-31	$14,735,162
Value of interest in common/collective trusts at beginning of year	2017-12-31	$13,253,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$249,679
Net investment gain/loss from pooled separate accounts	2017-12-31	$203,923
Net investment gain or loss from common/collective trusts	2017-12-31	$2,045,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$426,246
Employer contributions (assets) at end of year	2017-12-31	$31,036
Employer contributions (assets) at beginning of year	2017-12-31	$29,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,883,445
Contract administrator fees	2017-12-31	$4,999
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	COULTER & JUSTUS
Accountancy firm EIN	2017-12-31	621532536
2016 : CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$0
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,489,823
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$505,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$413,355
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Value of total corrective distributions	2016-12-31	$12,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,287,389
Value of total assets at end of year	2016-12-31	$16,544,138
Value of total assets at beginning of year	2016-12-31	$14,560,011
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$80,210
Total income from rents	2016-12-31	$0
Total interest from all sources	2016-12-31	$20,450
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$48,537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$48,537
Administrative expenses professional fees incurred	2016-12-31	$14,978
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,200,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Amount of non-exempt transactions with any party-in-interest	2016-12-31	$0
Contributions received from participants	2016-12-31	$863,043
Participant contributions at end of year	2016-12-31	$354,311
Participant contributions at beginning of year	2016-12-31	$442,284
Participant contributions at end of year	2016-12-31	$68,388
Participant contributions at beginning of year	2016-12-31	$27,895
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$64,552
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$0
Liabilities. Value of operating payables at beginning of year	2016-12-31	$0
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,984,127
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$16,544,138
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$14,560,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2016-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2016-12-31	$0
Investment advisory and management fees	2016-12-31	$8,996
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,609,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,338,731
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,229,741
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$945,141
Interest on participant loans	2016-12-31	$20,450
Income. Interest from loans (other than to participants)	2016-12-31	$0
Interest earned on other investments	2016-12-31	$0
Income. Interest from US Government securities	2016-12-31	$0
Income. Interest from corporate debt instruments	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$13,253,324
Value of interest in common/collective trusts at beginning of year	2016-12-31	$11,793,715
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$99,454
Net investment gain/loss from pooled separate accounts	2016-12-31	$128,226
Net investment gain or loss from common/collective trusts	2016-12-31	$905,767
Net gain/loss from 103.12 investment entities	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$359,794
Employer contributions (assets) at end of year	2016-12-31	$29,086
Employer contributions (assets) at beginning of year	2016-12-31	$12,245
Income. Dividends from preferred stock	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$413,355
Contract administrator fees	2016-12-31	$56,236
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WEAVER & TIDWELL, LLP
Accountancy firm EIN	2016-12-31	750786316
2015 : CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$0
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$11,248,789
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$3,641,239
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$338,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$295,180
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$4,189,512
Value of total assets at end of year	2015-12-31	$14,560,011
Value of total assets at beginning of year	2015-12-31	$8,018
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$42,855
Total income from rents	2015-12-31	$0
Total interest from all sources	2015-12-31	$16,775
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$32,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$32,005
Administrative expenses professional fees incurred	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,200,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Amount of non-exempt transactions with any party-in-interest	2015-12-31	$0
Contributions received from participants	2015-12-31	$693,463
Participant contributions at end of year	2015-12-31	$442,284
Participant contributions at end of year	2015-12-31	$27,895
Participant contributions at beginning of year	2015-12-31	$2,749
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$2,867,388
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$0
Liabilities. Value of operating payables at beginning of year	2015-12-31	$0
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$3,303,204
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$14,560,011
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2015-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2015-12-31	$0
Investment advisory and management fees	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,338,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$0
Value of interest in pooled separate accounts at end of year	2015-12-31	$945,141
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$0
Interest on participant loans	2015-12-31	$16,775
Income. Interest from loans (other than to participants)	2015-12-31	$0
Interest earned on other investments	2015-12-31	$0
Income. Interest from US Government securities	2015-12-31	$0
Income. Interest from corporate debt instruments	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$11,793,715
Value of interest in common/collective trusts at beginning of year	2015-12-31	$4,003
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-197,173
Net investment gain/loss from pooled separate accounts	2015-12-31	$4,793
Net investment gain or loss from common/collective trusts	2015-12-31	$-404,673
Net gain/loss from 103.12 investment entities	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$628,661
Employer contributions (assets) at end of year	2015-12-31	$12,245
Employer contributions (assets) at beginning of year	2015-12-31	$1,266
Income. Dividends from preferred stock	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$295,180
Contract administrator fees	2015-12-31	$42,855
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WEAVER & TIDWELL
Accountancy firm EIN	2015-12-31	471175773

Form 5500 Responses for CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN

2021: CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CAPITOL WRIGHT DISTRIBUTING, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

504665-01

Policy instance

Insurance contract or identification number	504665-01
Number of Individuals Covered	290
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

504665-01

Policy instance

Insurance contract or identification number	504665-01
Number of Individuals Covered	535
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

504665-01

Policy instance

Insurance contract or identification number	504665-01
Number of Individuals Covered	502
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

504665-01

Policy instance

Insurance contract or identification number	504665-01
Number of Individuals Covered	81
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

504665-01

Policy instance

Insurance contract or identification number	504665-01
Number of Individuals Covered	541
Insurance policy start date	2018-09-13
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

621335

Policy instance

Insurance contract or identification number	621335
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

621335

Policy instance

Insurance contract or identification number	621335
Number of Individuals Covered	500
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

621335

Policy instance

Insurance contract or identification number	621335
Number of Individuals Covered	407
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $229
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	229
Additional information about fees paid to insurance broker	PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?	3
Insurance broker name	NFP ADVISOR SERVICES LLC

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Company Name:	CAPITOL WRIGHT DISTRIBUTING
Employer identification number (EIN):	471175773
NAIC Classification:	424800