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A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 401k Plan overview

Plan NameA.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN
Plan identification number 001

A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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

AIRCRAFT OWNERS AND PILOTS ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:AIRCRAFT OWNERS AND PILOTS ASSOCIATION
Employer identification number (EIN):520636210
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01GREGORY COHEN2023-08-14
0012021-01-01GREGORY COHEN2022-09-05
0012020-01-01GREGORY COHEN2021-07-28
0012019-01-01GREGORY COHEN2020-07-22
0012018-01-01GREGORY COHEN2019-08-19
0012017-01-01
0012016-01-01TIM FORTUNE
0012015-01-01TIM FORTUNE
0012014-01-01TIM FORTUNE
0012013-01-01TIM FORTUNE
0012012-01-01TIM FORTUNE TIM FORTUNE2013-09-06
0012011-01-01TIM FORTUNE TIM FORTUNE2012-08-06
0012010-01-01TIM FORTUNE
0012009-01-01TIM FORTUNE TIM FORTUNE2010-09-16

Plan Statistics for A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN

401k plan membership statisitcs for A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN

Measure Date Value
2022: A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01330
Total number of active participants reported on line 7a of the Form 55002022-01-01224
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01108
Total of all active and inactive participants2022-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01332
Number of participants with account balances2022-01-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01336
Total number of active participants reported on line 7a of the Form 55002021-01-01219
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01109
Total of all active and inactive participants2021-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01330
Number of participants with account balances2021-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01358
Total number of active participants reported on line 7a of the Form 55002020-01-01226
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01108
Total of all active and inactive participants2020-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01335
Number of participants with account balances2020-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01380
Total number of active participants reported on line 7a of the Form 55002019-01-01240
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01116
Total of all active and inactive participants2019-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01356
Number of participants with account balances2019-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0115
2018: A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01370
Total number of active participants reported on line 7a of the Form 55002018-01-01245
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01134
Total of all active and inactive participants2018-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01379
Number of participants with account balances2018-01-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0121
2017: A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01370
Total number of active participants reported on line 7a of the Form 55002017-01-01271
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0197
Total of all active and inactive participants2017-01-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01368
Number of participants with account balances2017-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0120
2016: A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01367
Total number of active participants reported on line 7a of the Form 55002016-01-01252
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01114
Total of all active and inactive participants2016-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01366
Number of participants with account balances2016-01-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0122
2015: A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01363
Total number of active participants reported on line 7a of the Form 55002015-01-01243
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01122
Total of all active and inactive participants2015-01-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01366
Number of participants with account balances2015-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01360
Total number of active participants reported on line 7a of the Form 55002014-01-01238
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01124
Total of all active and inactive participants2014-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01362
Number of participants with account balances2014-01-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0122
2013: A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01330
Total number of active participants reported on line 7a of the Form 55002013-01-01236
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01119
Total of all active and inactive participants2013-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01356
Number of participants with account balances2013-01-01352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0132
2012: A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01312
Total number of active participants reported on line 7a of the Form 55002012-01-01218
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01107
Total of all active and inactive participants2012-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01325
Number of participants with account balances2012-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0119
2011: A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01302
Total number of active participants reported on line 7a of the Form 55002011-01-01213
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0193
Total of all active and inactive participants2011-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01306
Number of participants with account balances2011-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2010: A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01332
Total number of active participants reported on line 7a of the Form 55002010-01-01210
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0192
Total of all active and inactive participants2010-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01302
Number of participants with account balances2010-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0113
2009: A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01363
Total number of active participants reported on line 7a of the Form 55002009-01-01224
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01107
Total of all active and inactive participants2009-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01331
Number of participants with account balances2009-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN

Measure Date Value
2022 : A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-7,171,658
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,224,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,218,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,566,304
Value of total assets at end of year2022-12-31$49,884,133
Value of total assets at beginning of year2022-12-31$63,280,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,138
Total interest from all sources2022-12-31$141,430
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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,881,452
Participant contributions at end of year2022-12-31$422,986
Participant contributions at beginning of year2022-12-31$402,476
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$98,126
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,396,234
Value of net assets at end of year (total assets less liabilities)2022-12-31$49,884,133
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$63,280,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$43,271,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$56,545,428
Interest on participant loans2022-12-31$19,936
Interest earned on other investments2022-12-31$121,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,406,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,551,252
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,879,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,586,726
Employer contributions (assets) at end of year2022-12-31$783,760
Employer contributions (assets) at beginning of year2022-12-31$781,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,218,438
Contract administrator fees2022-12-31$6,138
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COHNREZNICK LLP
Accountancy firm EIN2022-12-31221478099
2021 : A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$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$11,704,465
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,224,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,219,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,187,577
Value of total assets at end of year2021-12-31$63,280,367
Value of total assets at beginning of year2021-12-31$54,800,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,390
Total interest from all sources2021-12-31$132,371
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 year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,814,011
Participant contributions at end of year2021-12-31$402,476
Participant contributions at beginning of year2021-12-31$419,466
Participant contributions at beginning of year2021-12-31$52,316
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$71,320
Total non interest bearing cash at end of year2021-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$8,479,606
Value of net assets at end of year (total assets less liabilities)2021-12-31$63,280,367
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$54,800,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$56,545,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$48,795,830
Interest on participant loans2021-12-31$18,262
Interest earned on other investments2021-12-31$114,109
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,551,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,907,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,384,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,302,246
Employer contributions (assets) at end of year2021-12-31$781,209
Employer contributions (assets) at beginning of year2021-12-31$625,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,219,469
Contract administrator fees2021-12-31$5,390
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31COHNREZNICK LLP
Accountancy firm EIN2021-12-31221478099
2020 : A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$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$8,798,872
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,063,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,059,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,416,227
Value of total assets at end of year2020-12-31$54,800,761
Value of total assets at beginning of year2020-12-31$51,065,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,020
Total interest from all sources2020-12-31$127,108
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 year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,900,803
Participant contributions at end of year2020-12-31$419,466
Participant contributions at beginning of year2020-12-31$461,265
Participant contributions at end of year2020-12-31$52,316
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$81,232
Total non interest bearing cash at beginning of year2020-12-31$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,735,310
Value of net assets at end of year (total assets less liabilities)2020-12-31$54,800,761
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$51,065,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$48,795,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$46,151,428
Interest on participant loans2020-12-31$23,341
Interest earned on other investments2020-12-31$103,767
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,907,373
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,880,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,255,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,434,192
Employer contributions (assets) at end of year2020-12-31$625,776
Employer contributions (assets) at beginning of year2020-12-31$572,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,059,542
Contract administrator fees2020-12-31$4,020
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31COHNREZNICK LLP
Accountancy firm EIN2020-12-31221478099
2019 : A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,985
Total income from all sources (including contributions)2019-12-31$12,897,619
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,048,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,046,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,539,388
Value of total assets at end of year2019-12-31$51,065,451
Value of total assets at beginning of year2019-12-31$42,220,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,220
Total interest from all sources2019-12-31$123,181
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 year2019-12-31No
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,787,345
Participant contributions at end of year2019-12-31$461,265
Participant contributions at beginning of year2019-12-31$521,602
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$345,284
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$4
Total non interest bearing cash at beginning of year2019-12-31$3,999
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,849,131
Value of net assets at end of year (total assets less liabilities)2019-12-31$51,065,451
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$42,216,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$46,151,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$37,639,622
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$23,485
Interest earned on other investments2019-12-31$99,696
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,880,128
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,489,737
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,235,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$1,406,759
Employer contributions (assets) at end of year2019-12-31$572,626
Employer contributions (assets) at beginning of year2019-12-31$565,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,046,268
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$2,220
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$3,985
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm EIN2019-12-31221478099
2018 : A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,985
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$694,235
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,876,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,873,354
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,296,410
Value of total assets at end of year2018-12-31$42,220,305
Value of total assets at beginning of year2018-12-31$45,398,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,010
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$115,097
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$0
Assets. Real estate other than employer real property at end of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,823,163
Participant contributions at end of year2018-12-31$521,602
Participant contributions at beginning of year2018-12-31$640,173
Participant contributions at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$10,067
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at end of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$3,999
Total non interest bearing cash at beginning of year2018-12-31$28,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-3,182,129
Value of net assets at end of year (total assets less liabilities)2018-12-31$42,216,320
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$45,398,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$37,639,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$40,559,319
Value of interest in pooled separate accounts at end of year2018-12-31$0
Interest on participant loans2018-12-31$27,972
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$87,125
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,489,737
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,144,568
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,717,272
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Value of employer real property at end of year2018-12-31$0
Contributions received in cash from employer2018-12-31$1,463,180
Employer contributions (assets) at end of year2018-12-31$565,345
Employer contributions (assets) at beginning of year2018-12-31$1,026,298
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,873,354
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Contract administrator fees2018-12-31$3,010
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at end of year2018-12-31$3,985
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31COHNREZNICK LLP
Accountancy firm EIN2018-12-31221478099
2017 : A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$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$10,275,540
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,216,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,212,291
Value of total corrective distributions2017-12-31$981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,237,665
Value of total assets at end of year2017-12-31$45,398,449
Value of total assets at beginning of year2017-12-31$38,339,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,340
Total interest from all sources2017-12-31$97,168
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,690,268
Participant contributions at end of year2017-12-31$640,173
Participant contributions at beginning of year2017-12-31$548,689
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$857,738
Total non interest bearing cash at end of year2017-12-31$28,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,058,928
Value of net assets at end of year (total assets less liabilities)2017-12-31$45,398,449
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$38,339,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$40,559,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$34,039,037
Interest on participant loans2017-12-31$25,383
Interest earned on other investments2017-12-31$71,785
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,144,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,259,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,940,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,689,659
Employer contributions (assets) at end of year2017-12-31$1,026,298
Employer contributions (assets) at beginning of year2017-12-31$492,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,212,291
Contract administrator fees2017-12-31$3,340
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GRANT THORNTON, LLP
Accountancy firm EIN2017-12-31366055558
2016 : A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$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$6,027,195
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,745,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,742,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,825,426
Value of total assets at end of year2016-12-31$38,339,521
Value of total assets at beginning of year2016-12-31$36,057,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,920
Total interest from all sources2016-12-31$34,891
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,508,749
Participant contributions at end of year2016-12-31$548,689
Participant contributions at beginning of year2016-12-31$451,829
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$84,492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,282,118
Value of net assets at end of year (total assets less liabilities)2016-12-31$38,339,521
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$36,057,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$34,039,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$31,621,191
Interest on participant loans2016-12-31$19,796
Interest earned on other investments2016-12-31$15,095
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$3,553,105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,259,767
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,142,886
Net investment gain or loss from common/collective trusts2016-12-31$23,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,232,185
Employer contributions (assets) at end of year2016-12-31$492,028
Employer contributions (assets) at beginning of year2016-12-31$431,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,742,157
Contract administrator fees2016-12-31$2,920
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GRANT THORNTON, LLP
Accountancy firm EIN2016-12-31366055558
2015 : A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$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$2,348,299
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,992,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,989,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,702,799
Value of total assets at end of year2015-12-31$36,057,403
Value of total assets at beginning of year2015-12-31$37,701,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,770
Total interest from all sources2015-12-31$15,598
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,402,980
Participant contributions at end of year2015-12-31$451,829
Participant contributions at beginning of year2015-12-31$342,924
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$183,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,644,244
Value of net assets at end of year (total assets less liabilities)2015-12-31$36,057,403
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$37,701,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$31,621,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$32,808,815
Interest on participant loans2015-12-31$15,598
Value of interest in common/collective trusts at end of year2015-12-31$3,553,105
Value of interest in common/collective trusts at beginning of year2015-12-31$4,097,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-398,154
Net investment gain or loss from common/collective trusts2015-12-31$28,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,116,436
Employer contributions (assets) at end of year2015-12-31$431,278
Employer contributions (assets) at beginning of year2015-12-31$452,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,989,773
Contract administrator fees2015-12-31$2,770
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GRANT THORNTON, LLP
Accountancy firm EIN2015-12-31366055558
2014 : A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,442,279
Total income from all sources (including contributions)2014-12-31$4,966,600
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,126,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,123,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,557,638
Value of total assets at end of year2014-12-31$37,701,647
Value of total assets at beginning of year2014-12-31$36,303,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,660
Total interest from all sources2014-12-31$14,952
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,324,621
Participant contributions at end of year2014-12-31$342,924
Participant contributions at beginning of year2014-12-31$372,846
Participant contributions at beginning of year2014-12-31$3,339
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$209,932
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,442,279
Total non interest bearing cash at beginning of year2014-12-31$1,442,279
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,840,549
Value of net assets at end of year (total assets less liabilities)2014-12-31$37,701,647
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$34,861,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$32,808,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$30,021,279
Interest on participant loans2014-12-31$14,952
Value of interest in common/collective trusts at end of year2014-12-31$4,097,822
Value of interest in common/collective trusts at beginning of year2014-12-31$4,412,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,373,480
Net investment gain or loss from common/collective trusts2014-12-31$20,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,023,085
Employer contributions (assets) at end of year2014-12-31$452,086
Employer contributions (assets) at beginning of year2014-12-31$51,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,123,391
Contract administrator fees2014-12-31$2,660
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRANT THORNTON, LLP
Accountancy firm EIN2014-12-31366055558
2013 : A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,442,279
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$37,908
Total income from all sources (including contributions)2013-12-31$8,553,983
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,638,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,635,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,459,356
Value of total assets at end of year2013-12-31$36,303,377
Value of total assets at beginning of year2013-12-31$29,983,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,040
Total interest from all sources2013-12-31$14,686
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,359,637
Participant contributions at end of year2013-12-31$372,846
Participant contributions at beginning of year2013-12-31$392,246
Participant contributions at end of year2013-12-31$3,339
Participant contributions at beginning of year2013-12-31$49,572
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$184,289
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,442,279
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$37,908
Total non interest bearing cash at end of year2013-12-31$1,442,279
Total non interest bearing cash at beginning of year2013-12-31$41,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,915,572
Value of net assets at end of year (total assets less liabilities)2013-12-31$34,861,098
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$29,945,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$30,021,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$24,424,211
Interest on participant loans2013-12-31$14,686
Value of interest in common/collective trusts at end of year2013-12-31$4,412,031
Value of interest in common/collective trusts at beginning of year2013-12-31$4,645,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,057,678
Net investment gain or loss from common/collective trusts2013-12-31$22,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$915,430
Employer contributions (assets) at end of year2013-12-31$51,603
Employer contributions (assets) at beginning of year2013-12-31$431,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,635,371
Contract administrator fees2013-12-31$3,040
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRANT THORNTON, LLP
Accountancy firm EIN2013-12-31366055558
2012 : A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$37,908
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$37,736
Total income from all sources (including contributions)2012-12-31$6,141,045
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,151,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,148,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,686,062
Value of total assets at end of year2012-12-31$29,983,434
Value of total assets at beginning of year2012-12-31$26,993,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,770
Total interest from all sources2012-12-31$14,434
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$674,217
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$674,217
Administrative expenses professional fees incurred2012-12-31$2,770
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,352,083
Participant contributions at end of year2012-12-31$392,246
Participant contributions at beginning of year2012-12-31$443,950
Participant contributions at end of year2012-12-31$49,572
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$44,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$37,908
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$37,736
Total non interest bearing cash at end of year2012-12-31$41,320
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$2,989,600
Value of net assets at end of year (total assets less liabilities)2012-12-31$29,945,526
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$26,955,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$24,424,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$21,684,332
Interest on participant loans2012-12-31$14,434
Value of interest in common/collective trusts at end of year2012-12-31$4,645,058
Value of interest in common/collective trusts at beginning of year2012-12-31$4,471,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,726,714
Net investment gain or loss from common/collective trusts2012-12-31$39,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,289,971
Employer contributions (assets) at end of year2012-12-31$431,027
Employer contributions (assets) at beginning of year2012-12-31$394,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,148,675
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRANT THORNTON, LLP
Accountancy firm EIN2012-12-31036605558
2011 : A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$37,736
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$83,519
Total income from all sources (including contributions)2011-12-31$2,412,616
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,532,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,529,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,000,362
Value of total assets at end of year2011-12-31$26,993,662
Value of total assets at beginning of year2011-12-31$26,159,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,880
Total interest from all sources2011-12-31$17,108
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$499,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$499,329
Administrative expenses professional fees incurred2011-12-31$2,880
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,256,170
Participant contributions at end of year2011-12-31$443,950
Participant contributions at beginning of year2011-12-31$406,509
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$83,683
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$37,736
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$83,519
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$8,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$879,957
Value of net assets at end of year (total assets less liabilities)2011-12-31$26,955,926
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$26,075,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$21,684,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$21,061,971
Interest on participant loans2011-12-31$17,108
Value of interest in common/collective trusts at end of year2011-12-31$4,471,291
Value of interest in common/collective trusts at beginning of year2011-12-31$4,682,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,174,241
Net investment gain or loss from common/collective trusts2011-12-31$70,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,660,509
Employer contributions (assets) at end of year2011-12-31$394,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,529,779
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRANT THORNTON, LLP
Accountancy firm EIN2011-12-31036605558
2010 : A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$83,519
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,396
Total income from all sources (including contributions)2010-12-31$8,388,202
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,877,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,866,022
Expenses. Certain deemed distributions of participant loans2010-12-31$7,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,015,368
Value of total assets at end of year2010-12-31$26,159,488
Value of total assets at beginning of year2010-12-31$19,571,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,566
Total interest from all sources2010-12-31$13,044
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$394,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$394,441
Administrative expenses professional fees incurred2010-12-31$3,566
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,197,667
Participant contributions at end of year2010-12-31$406,509
Participant contributions at beginning of year2010-12-31$258,429
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,329,575
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$83,519
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$6,396
Total non interest bearing cash at end of year2010-12-31$8,171
Total non interest bearing cash at beginning of year2010-12-31$6,396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,510,745
Value of net assets at end of year (total assets less liabilities)2010-12-31$26,075,969
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,565,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$21,061,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,827,201
Interest on participant loans2010-12-31$13,044
Value of interest in common/collective trusts at end of year2010-12-31$4,682,837
Value of interest in common/collective trusts at beginning of year2010-12-31$3,479,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,898,915
Net investment gain or loss from common/collective trusts2010-12-31$66,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,488,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,866,022
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GRANT THORNTON, LLP
Accountancy firm EIN2010-12-31366055558
2009 : A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN

2022: A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: A.O.P.A EMPLOYEES EXCESS INCOME SHARING AND 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number804357
Policy instance 1
Insurance contract or identification number804357
Number of Individuals Covered332
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number804357
Policy instance 1
Insurance contract or identification number804357
Number of Individuals Covered330
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number804357
Policy instance 1
Insurance contract or identification number804357
Number of Individuals Covered335
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number804357
Policy instance 1
Insurance contract or identification number804357
Number of Individuals Covered356
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number804357
Policy instance 1
Insurance contract or identification number804357
Number of Individuals Covered368
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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