401k Plan data: OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K) plan

OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K) 401k Plan overview

Plan Name	OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K)
Plan identification number	001

OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K) 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OWEN-ADAMS INC DBA OVERHEAD DOOR COMPANY has sponsored the creation of one or more 401k plans.

Company Name: OWEN-ADAMS INC DBA OVERHEAD DOOR COMPANY

Employer identification number (EIN): 472655277

NAIC Classification: 444190
NAIC Description: Other Building Material Dealers

Additional information about OWEN-ADAMS INC DBA OVERHEAD DOOR COMPANY

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2014-10-08

Company Identification Number: 0802078291

Legal Registered Office Address: 1800 VANTAGE DR

CARROLLTON
United States of America (USA)
75006

More information about OWEN-ADAMS INC DBA OVERHEAD DOOR COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 JANELL MORGAN 2018-10-15 JANELL MORGAN 2018-10-15
001 2017-01-01
001 2017-01-01
001 2017-01-01
001 2016-01-01

Plan Statistics for OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K)

401k plan membership statisitcs for OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K)

Measure Date Value
2022: OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K) 2022 401k membership
Total participants, beginning-of-year 2022-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 143
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 20
Total of all active and inactive participants 2022-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 164
Number of participants with account balances 2022-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K) 2021 401k membership
Total participants, beginning-of-year 2021-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 133
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 14
Total of all active and inactive participants 2021-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 148
Number of participants with account balances 2021-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 5
2020: OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K) 2020 401k membership
Total participants, beginning-of-year 2020-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 129
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 17
Total of all active and inactive participants 2020-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 148
Number of participants with account balances 2020-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K) 2019 401k membership
Total participants, beginning-of-year 2019-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 127
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 12
Total of all active and inactive participants 2019-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 139
Number of participants with account balances 2019-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4
2018: OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K) 2018 401k membership
Total participants, beginning-of-year 2018-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 128
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 9
Total of all active and inactive participants 2018-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 137
Number of participants with account balances 2018-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 6
2017: OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K) 2017 401k membership
Total participants, beginning-of-year 2017-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 127
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 8
Total of all active and inactive participants 2017-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 135
Number of participants with account balances 2017-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K) 2016 401k membership
Total participants, beginning-of-year 2016-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 119
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 13
Total of all active and inactive participants 2016-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 133
Number of participants with account balances 2016-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4

Measure	Date	Value
2022: OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K) 2022 401k membership
Total participants, beginning-of-year	2022-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	143
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	20
Total of all active and inactive participants	2022-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	164
Number of participants with account balances	2022-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K) 2021 401k membership
Total participants, beginning-of-year	2021-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	133
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	14
Total of all active and inactive participants	2021-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	148
Number of participants with account balances	2021-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	5
2020: OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K) 2020 401k membership
Total participants, beginning-of-year	2020-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	129
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	17
Total of all active and inactive participants	2020-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	148
Number of participants with account balances	2020-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K) 2019 401k membership
Total participants, beginning-of-year	2019-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	127
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	12
Total of all active and inactive participants	2019-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	139
Number of participants with account balances	2019-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4
2018: OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K) 2018 401k membership
Total participants, beginning-of-year	2018-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	128
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	9
Total of all active and inactive participants	2018-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	137
Number of participants with account balances	2018-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	6
2017: OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K) 2017 401k membership
Total participants, beginning-of-year	2017-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	127
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	8
Total of all active and inactive participants	2017-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	135
Number of participants with account balances	2017-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K) 2016 401k membership
Total participants, beginning-of-year	2016-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	119
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	13
Total of all active and inactive participants	2016-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	133
Number of participants with account balances	2016-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4

Financial Data on OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K)

Measure	Date	Value
2022 : OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K) 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,350,402
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$572,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$526,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$992,887
Value of total assets at end of year	2022-12-31	$13,269,302
Value of total assets at beginning of year	2022-12-31	$15,192,110
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$46,137
Total interest from all sources	2022-12-31	$30,389
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$761,624
Participant contributions at end of year	2022-12-31	$312,134
Participant contributions at beginning of year	2022-12-31	$221,055
Participant contributions at end of year	2022-12-31	$7,128
Participant contributions at beginning of year	2022-12-31	$6,753
Other income not declared elsewhere	2022-12-31	$-11,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,922,808
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$13,269,302
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$15,192,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$12,374,311
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$14,713,541
Interest on participant loans	2022-12-31	$22,687
Interest earned on other investments	2022-12-31	$7,702
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$573,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$248,917
Net investment gain/loss from pooled separate accounts	2022-12-31	$-2,362,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$231,263
Employer contributions (assets) at end of year	2022-12-31	$1,927
Employer contributions (assets) at beginning of year	2022-12-31	$1,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$526,269
Contract administrator fees	2022-12-31	$46,137
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	LANE GORMAN TRUBITT, LLC
Accountancy firm EIN	2022-12-31	751044330
2021 : OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K) 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,910,379
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,247,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,205,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$827,948
Value of total assets at end of year	2021-12-31	$15,192,110
Value of total assets at beginning of year	2021-12-31	$13,529,542
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$42,365
Total interest from all sources	2021-12-31	$20,671
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
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	$578,852
Participant contributions at end of year	2021-12-31	$221,055
Participant contributions at beginning of year	2021-12-31	$170,819
Participant contributions at end of year	2021-12-31	$6,753
Participant contributions at beginning of year	2021-12-31	$4,269
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$72,437
Other income not declared elsewhere	2021-12-31	$-1,638
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	$1,662,568
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$15,192,110
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$13,529,542
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
Value of interest in pooled separate accounts at end of year	2021-12-31	$14,713,541
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$13,023,103
Interest on participant loans	2021-12-31	$18,821
Interest earned on other investments	2021-12-31	$1,850
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$248,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$329,820
Net investment gain/loss from pooled separate accounts	2021-12-31	$2,063,398
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	$176,659
Employer contributions (assets) at end of year	2021-12-31	$1,844
Employer contributions (assets) at beginning of year	2021-12-31	$1,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,205,446
Contract administrator fees	2021-12-31	$42,365
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	LANE GORMAN TRUBITT, LLC
Accountancy firm EIN	2021-12-31	751044330
2020 : OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K) 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,320,985
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$643,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$638,574
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$734,844
Value of total assets at end of year	2020-12-31	$13,529,542
Value of total assets at beginning of year	2020-12-31	$11,851,799
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$4,668
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$22,190
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
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	$0
Administrative expenses professional fees incurred	2020-12-31	$0
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
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$0
Contributions received from participants	2020-12-31	$518,503
Participant contributions at end of year	2020-12-31	$170,819
Participant contributions at beginning of year	2020-12-31	$256,514
Participant contributions at end of year	2020-12-31	$4,269
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$47,362
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$47
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$2,134
Administrative expenses (other) incurred	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$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	2020-12-31	No
Value of net income/loss	2020-12-31	$1,677,743
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$13,529,542
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$11,851,799
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
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	2020-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in pooled separate accounts at end of year	2020-12-31	$13,023,103
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$11,212,568
Interest on participant loans	2020-12-31	$18,570
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$3,620
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$329,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$382,717
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$0
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,561,817
Net investment gain or loss from common/collective trusts	2020-12-31	$0
Net gain/loss from 103.12 investment entities	2020-12-31	$0
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	$168,979
Employer contributions (assets) at end of year	2020-12-31	$1,531
Employer contributions (assets) at beginning of year	2020-12-31	$0
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$638,527
Contract administrator fees	2020-12-31	$4,668
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
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
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	LANE GORMAN TRUBITT, LLC
Accountancy firm EIN	2020-12-31	751044330
2019 : OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K) 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,639,222
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$136,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$132,320
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$662,435
Value of total assets at end of year	2019-12-31	$11,851,799
Value of total assets at beginning of year	2019-12-31	$9,348,747
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,850
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$27,102
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
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	$0
Administrative expenses professional fees incurred	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	No
Value of fidelity bond cover	2019-12-31	$0
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Amount of non-exempt transactions with any party-in-interest	2019-12-31	$0
Contributions received from participants	2019-12-31	$486,774
Participant contributions at end of year	2019-12-31	$256,514
Participant contributions at beginning of year	2019-12-31	$230,656
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$12,650
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$6,963
Administrative expenses (other) incurred	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$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	2019-12-31	No
Value of net income/loss	2019-12-31	$2,503,052
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$11,851,799
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,348,747
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
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	2019-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$0
Value of interest in pooled separate accounts at end of year	2019-12-31	$11,212,568
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$8,414,703
Interest on participant loans	2019-12-31	$22,749
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$4,353
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$382,717
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$703,388
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$0
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,942,722
Net investment gain or loss from common/collective trusts	2019-12-31	$0
Net gain/loss from 103.12 investment entities	2019-12-31	$0
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	$163,011
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$132,320
Contract administrator fees	2019-12-31	$3,850
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
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
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
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	LANE GORMAN TRUBITT LLC
Accountancy firm EIN	2019-12-31	751044330
2018 : OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K) 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
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	$134,148
Total of all expenses incurred	2018-12-31	$405,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$402,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$632,817
Value of total assets at end of year	2018-12-31	$9,348,747
Value of total assets at beginning of year	2018-12-31	$9,620,135
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,880
Total interest from all sources	2018-12-31	$27,812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$480,072
Participant contributions at end of year	2018-12-31	$230,656
Participant contributions at beginning of year	2018-12-31	$248,986
Participant contributions at beginning of year	2018-12-31	$5,100
Other income not declared elsewhere	2018-12-31	$5,415
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	$-271,388
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$9,348,747
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$9,620,135
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 pooled separate accounts at end of year	2018-12-31	$8,414,703
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$8,683,566
Interest on participant loans	2018-12-31	$22,774
Interest earned on other investments	2018-12-31	$5,038
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$703,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$680,957
Net investment gain/loss from pooled separate accounts	2018-12-31	$-531,896
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	$152,745
Employer contributions (assets) at beginning of year	2018-12-31	$1,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$402,656
Contract administrator fees	2018-12-31	$2,880
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	SHERIFF & MORGAN, P.C.
Accountancy firm EIN	2018-12-31	752303848
2017 : OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K) 2017 401k financial data
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	$1,868,612
Total of all expenses incurred	2017-12-31	$379,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$374,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$571,549
Value of total assets at end of year	2017-12-31	$9,620,135
Value of total assets at beginning of year	2017-12-31	$8,130,687
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$5,022
Total interest from all sources	2017-12-31	$25,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$430,109
Participant contributions at end of year	2017-12-31	$248,986
Participant contributions at beginning of year	2017-12-31	$218,732
Participant contributions at end of year	2017-12-31	$5,100
Other income not declared elsewhere	2017-12-31	$-6,421
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	$1,489,448
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$9,620,135
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$8,130,687
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
Value of interest in pooled separate accounts at end of year	2017-12-31	$8,683,566
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$7,555,787
Interest on participant loans	2017-12-31	$22,718
Interest earned on other investments	2017-12-31	$2,853
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$680,957
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$356,168
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,277,913
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	$141,440
Employer contributions (assets) at end of year	2017-12-31	$1,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$374,142
Contract administrator fees	2017-12-31	$5,022
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	SHERIFF & MORGAN, P.C.
Accountancy firm EIN	2017-12-31	752303848
2016 : OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K) 2016 401k financial data
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	$1,095,759
Total of all expenses incurred	2016-12-31	$226,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$223,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$539,259
Value of total assets at end of year	2016-12-31	$8,130,687
Value of total assets at beginning of year	2016-12-31	$7,261,244
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,139
Total interest from all sources	2016-12-31	$25,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$407,546
Participant contributions at end of year	2016-12-31	$218,732
Participant contributions at beginning of year	2016-12-31	$265,672
Other income not declared elsewhere	2016-12-31	$-2,703
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	$869,443
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$8,130,687
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,261,244
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
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$7,555,787
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$6,679,911
Interest on participant loans	2016-12-31	$23,025
Interest earned on other investments	2016-12-31	$2,431
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$356,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$315,661
Net investment gain/loss from pooled separate accounts	2016-12-31	$533,747
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	No
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	$131,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$223,177
Contract administrator fees	2016-12-31	$3,139
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
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	SHERIFF & MORGAN, P.C.
Accountancy firm EIN	2016-12-31	752303848

Form 5500 Responses for OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K)

2022: OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K) 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K) 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
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: OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K) 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
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: OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K) 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
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: OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K) 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
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: OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K) 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	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: OWEN-ADAMS, INC. DBA OVERHEAD DOOR COMPANY OF DALLAS-RESIDENTIAL 401(K) 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
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

Insurance Providers Used on plan

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

Policy contract number

518292

Policy instance

Insurance contract or identification number	518292
Number of Individuals Covered	164
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $4,099
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,099
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

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

Policy contract number

518292

Policy instance

Insurance contract or identification number	518292
Number of Individuals Covered	148
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $1,371
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,371
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

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

Policy contract number

518292

Policy instance

Insurance contract or identification number	518292
Number of Individuals Covered	148
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $4,263
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,263
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

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

Policy contract number

518292

Policy instance

Insurance contract or identification number	518292
Number of Individuals Covered	139
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $4,147
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,147
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

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

Policy contract number

518292

Policy instance

Insurance contract or identification number	518292
Number of Individuals Covered	137
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $4,151
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,151
Insurance broker organization code?	3

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

Policy contract number

518292

Policy instance

Insurance contract or identification number	518292
Number of Individuals Covered	135
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $4,032
Total amount of fees paid to insurance company	USD $319
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,944
Insurance broker organization code?	3
Amount paid for insurance broker fees	319
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker name	FROST INSURANCE AGENCY, INC.,

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Company Name:	OWEN-ADAMS INC DBA OVERHEAD DOOR COMPANY
Employer identification number (EIN):	472655277
NAIC Classification:	444190
NAIC Description:	Other Building Material Dealers

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2014-10-08
Company Identification Number:	0802078291
Legal Registered Office Address:	1800 VANTAGE DR CARROLLTON United States of America (USA) 75006