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RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 401k Plan overview

Plan NameRIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN
Plan identification number 002

RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN Benefits

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

401k Sponsoring company profile

RIDGEWELLS, INC. has sponsored the creation of one or more 401k plans.

Company Name:RIDGEWELLS, INC.
Employer identification number (EIN):521562076
NAIC Classification:722300
NAIC Description: Special Food Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01SUSAN LACZ SUSAN LACZ2018-10-11
0022016-01-01THOMAS KEON THOMAS KEON2017-10-16
0022015-01-01TOM KEON CARLOS HERNANDEZ2016-10-17
0022014-01-01CARLOS HERNANDEZ TOM KEON2015-10-15
0022013-01-01CARLOS HERNANDEZ THOMAS KEON2014-10-10
0022012-01-01CARLOS HERNANDEZ THOMAS KEON2013-10-09
0022011-01-01CARLOS HERNANDEZ THOMAS KEON2012-10-14
0022009-01-01CARLOS HERNANDEZ THOMAS KEON2010-10-05

Plan Statistics for RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN

401k plan membership statisitcs for RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN

Measure Date Value
2022: RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01260
Total number of active participants reported on line 7a of the Form 55002022-01-01245
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0138
Total of all active and inactive participants2022-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01286
Number of participants with account balances2022-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01250
Total number of active participants reported on line 7a of the Form 55002021-01-01115
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0193
Total of all active and inactive participants2021-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01210
Number of participants with account balances2021-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0132
2020: RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01308
Total number of active participants reported on line 7a of the Form 55002020-01-01198
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0140
Total of all active and inactive participants2020-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01240
Number of participants with account balances2020-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01332
Total number of active participants reported on line 7a of the Form 55002019-01-01237
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0170
Total of all active and inactive participants2019-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01309
Number of participants with account balances2019-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01302
Total number of active participants reported on line 7a of the Form 55002018-01-01249
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0173
Total of all active and inactive participants2018-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01324
Number of participants with account balances2018-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01336
Total number of active participants reported on line 7a of the Form 55002017-01-01254
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0150
Total of all active and inactive participants2017-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01305
Number of participants with account balances2017-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0116
2016: RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01316
Total number of active participants reported on line 7a of the Form 55002016-01-01273
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0152
Total of all active and inactive participants2016-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01326
Number of participants with account balances2016-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01293
Total number of active participants reported on line 7a of the Form 55002015-01-01261
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0150
Total of all active and inactive participants2015-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01312
Number of participants with account balances2015-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01251
Total number of active participants reported on line 7a of the Form 55002014-01-01249
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01272
Number of participants with account balances2014-01-01109
2013: RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01140
Total number of active participants reported on line 7a of the Form 55002013-01-0179
Number of other retired or separated participants entitled to future benefits2013-01-0157
Total of all active and inactive participants2013-01-01136
Total participants2013-01-01136
Number of participants with account balances2013-01-01131
2012: RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01146
Total number of active participants reported on line 7a of the Form 55002012-01-0185
Number of other retired or separated participants entitled to future benefits2012-01-0155
Total of all active and inactive participants2012-01-01140
Total participants2012-01-01140
Number of participants with account balances2012-01-01134
2011: RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01157
Total number of active participants reported on line 7a of the Form 55002011-01-0186
Number of other retired or separated participants entitled to future benefits2011-01-0158
Total of all active and inactive participants2011-01-01144
Total participants2011-01-01144
Number of participants with account balances2011-01-01141
2009: RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01178
Total number of active participants reported on line 7a of the Form 55002009-01-0199
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0164
Total of all active and inactive participants2009-01-01163
Total participants2009-01-01163
Number of participants with account balances2009-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN

Measure Date Value
2022 : RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-1,200,776
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$478,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$433,857
Value of total corrective distributions2022-12-31$2,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$225,957
Value of total assets at end of year2022-12-31$7,861,919
Value of total assets at beginning of year2022-12-31$9,541,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$42,074
Total interest from all sources2022-12-31$11,694
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$68,819
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$68,819
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$190,723
Participant contributions at end of year2022-12-31$20,600
Participant contributions at beginning of year2022-12-31$86,433
Participant contributions at end of year2022-12-31$8,468
Participant contributions at beginning of year2022-12-31$5,995
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$35,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,679,668
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,861,919
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,541,587
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$2,300,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,091,410
Value of interest in pooled separate accounts at end of year2022-12-31$442,249
Value of interest in pooled separate accounts at beginning of year2022-12-31$675,164
Interest on participant loans2022-12-31$79
Interest earned on other investments2022-12-31$11,615
Value of interest in common/collective trusts at end of year2022-12-31$4,279,864
Value of interest in common/collective trusts at beginning of year2022-12-31$5,124,675
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$810,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$557,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-500,229
Net investment gain/loss from pooled separate accounts2022-12-31$-171,889
Net investment gain or loss from common/collective trusts2022-12-31$-835,128
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$433,857
Contract administrator fees2022-12-31$42,074
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 name2022-12-31DEMBO JONES, PC
Accountancy firm EIN2022-12-31521073331
2021 : RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 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$1,235,392
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,247,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,242,191
Expenses. Certain deemed distributions of participant loans2021-12-31$-50,832
Value of total corrective distributions2021-12-31$4,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$138,276
Value of total assets at end of year2021-12-31$9,541,587
Value of total assets at beginning of year2021-12-31$10,553,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$51,774
Total interest from all sources2021-12-31$21,204
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$45,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$45,751
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$133,541
Participant contributions at end of year2021-12-31$86,433
Participant contributions at beginning of year2021-12-31$118,802
Participant contributions at end of year2021-12-31$5,995
Participant contributions at beginning of year2021-12-31$3,151
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,735
Other income not declared elsewhere2021-12-31$19
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,012,292
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,541,587
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,553,879
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$3,091,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,383,624
Value of interest in pooled separate accounts at end of year2021-12-31$675,164
Value of interest in pooled separate accounts at beginning of year2021-12-31$644,146
Interest on participant loans2021-12-31$8,135
Interest earned on other investments2021-12-31$13,069
Value of interest in common/collective trusts at end of year2021-12-31$5,124,675
Value of interest in common/collective trusts at beginning of year2021-12-31$5,408,919
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$557,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$995,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$253,341
Net investment gain/loss from pooled separate accounts2021-12-31$153,790
Net investment gain or loss from common/collective trusts2021-12-31$623,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,242,191
Contract administrator fees2021-12-31$51,774
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 name2021-12-31CALIBAE CPA GROUP PPLC
Accountancy firm EIN2021-12-31470900800
2020 : RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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$1,470,775
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$542,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$424,067
Expenses. Certain deemed distributions of participant loans2020-12-31$52,330
Value of total corrective distributions2020-12-31$17,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$175,211
Value of total assets at end of year2020-12-31$10,553,879
Value of total assets at beginning of year2020-12-31$9,625,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$48,604
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$29,417
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$38,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$38,218
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$136,485
Participant contributions at end of year2020-12-31$118,802
Participant contributions at beginning of year2020-12-31$119,647
Participant contributions at end of year2020-12-31$3,151
Participant contributions at beginning of year2020-12-31$3,160
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$38,726
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$260
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$928,152
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,553,879
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,625,727
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,383,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,869,785
Value of interest in pooled separate accounts at end of year2020-12-31$644,146
Value of interest in pooled separate accounts at beginning of year2020-12-31$629,841
Interest on participant loans2020-12-31$9,489
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$19,928
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$5,408,919
Value of interest in common/collective trusts at beginning of year2020-12-31$5,097,984
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$995,237
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$905,310
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$377,947
Net investment gain/loss from pooled separate accounts2020-12-31$192,341
Net investment gain or loss from common/collective trusts2020-12-31$657,641
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$423,807
Contract administrator fees2020-12-31$48,604
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CALIBRE CPA GROUP
Accountancy firm EIN2020-12-31470900880
2019 : RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,952,493
Total income from all sources (including contributions)2019-12-31$1,952,493
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,942,439
Total of all expenses incurred2019-12-31$1,942,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,870,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,870,406
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$22,989
Value of total corrective distributions2019-12-31$22,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$308,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$308,971
Value of total assets at end of year2019-12-31$9,625,727
Value of total assets at end of year2019-12-31$9,625,727
Value of total assets at beginning of year2019-12-31$9,615,673
Value of total assets at beginning of year2019-12-31$9,615,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$49,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$49,044
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$23,570
Total interest from all sources2019-12-31$23,570
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$59,822
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$59,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$59,822
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$59,822
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$308,971
Contributions received from participants2019-12-31$308,971
Participant contributions at end of year2019-12-31$119,647
Participant contributions at end of year2019-12-31$119,647
Participant contributions at beginning of year2019-12-31$100,770
Participant contributions at beginning of year2019-12-31$100,770
Participant contributions at end of year2019-12-31$3,160
Participant contributions at end of year2019-12-31$3,160
Participant contributions at beginning of year2019-12-31$4,350
Participant contributions at beginning of year2019-12-31$4,350
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables 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$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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$10,054
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,625,727
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,625,727
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,615,673
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,615,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,869,785
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,869,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,362,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,362,303
Value of interest in pooled separate accounts at end of year2019-12-31$629,841
Value of interest in pooled separate accounts at end of year2019-12-31$629,841
Value of interest in pooled separate accounts at beginning of year2019-12-31$875,679
Value of interest in pooled separate accounts at beginning of year2019-12-31$875,679
Interest on participant loans2019-12-31$6,544
Interest on participant loans2019-12-31$6,544
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$17,026
Interest earned on other investments2019-12-31$17,026
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$5,097,984
Value of interest in common/collective trusts at end of year2019-12-31$5,097,984
Value of interest in common/collective trusts at beginning of year2019-12-31$5,098,370
Value of interest in common/collective trusts at beginning of year2019-12-31$5,098,370
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$905,310
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$905,310
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,174,201
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,174,201
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$401,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$401,629
Net investment gain/loss from pooled separate accounts2019-12-31$242,444
Net investment gain/loss from pooled separate accounts2019-12-31$242,444
Net investment gain or loss from common/collective trusts2019-12-31$916,057
Net investment gain or loss from common/collective trusts2019-12-31$916,057
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Contributions received in cash from employer2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,870,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,870,406
Contract administrator fees2019-12-31$49,044
Contract administrator fees2019-12-31$49,044
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
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
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 name2019-12-31CALIBRE CPA GROUP
Accountancy firm name2019-12-31CALIBRE CPA GROUP
Accountancy firm EIN2019-12-31470900880
Accountancy firm EIN2019-12-31470900880
2018 : RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 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 liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
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$0
Total income from all sources (including contributions)2018-12-31$-126,375
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,570,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,493,868
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$22,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$333,044
Value of total assets at end of year2018-12-31$9,615,673
Value of total assets at beginning of year2018-12-31$11,312,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$53,967
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$25,805
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$54,470
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$54,470
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$333,044
Participant contributions at end of year2018-12-31$100,770
Participant contributions at beginning of year2018-12-31$134,212
Participant contributions at end of year2018-12-31$4,350
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
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
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning 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 beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-1,696,954
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,615,673
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,312,627
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the 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$2,362,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,691,586
Value of interest in pooled separate accounts at end of year2018-12-31$875,679
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,064,513
Interest on participant loans2018-12-31$5,660
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$20,145
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$5,098,370
Value of interest in common/collective trusts at beginning of year2018-12-31$6,484,085
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,174,201
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$938,231
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-196,971
Net investment gain/loss from pooled separate accounts2018-12-31$738
Net investment gain or loss from common/collective trusts2018-12-31$-343,461
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$0
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
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$1,493,868
Contract administrator fees2018-12-31$53,967
Liabilities. Value of benefit claims payable at beginning 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 beginning 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 name2018-12-31CALIBRE CPA GROUP
Accountancy firm EIN2018-12-31047090088
2017 : RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$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
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,871,796
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$857,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$806,184
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$3,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$349,656
Value of total assets at end of year2017-12-31$11,312,627
Value of total assets at beginning of year2017-12-31$10,298,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$47,985
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$23,029
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$50,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$50,750
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$349,656
Participant contributions at end of year2017-12-31$134,212
Participant contributions at beginning of year2017-12-31$129,784
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$3,775
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$1,014,074
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,312,627
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,298,553
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,691,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,499,670
Value of interest in pooled separate accounts at end of year2017-12-31$1,064,513
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,009,989
Interest on participant loans2017-12-31$7,906
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$15,123
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$6,484,085
Value of interest in common/collective trusts at beginning of year2017-12-31$5,746,632
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$938,231
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$908,703
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$372,184
Net investment gain/loss from pooled separate accounts2017-12-31$211,410
Net investment gain or loss from common/collective trusts2017-12-31$864,767
Net gain/loss from 103.12 investment entities2017-12-31$0
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$0
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$806,184
Contract administrator fees2017-12-31$47,985
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31SALTER & COMPANY LLC
Accountancy firm EIN2017-12-31208078757
2016 : RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$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
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,016,706
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$741,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$706,727
Expenses. Certain deemed distributions of participant loans2016-12-31$29,257
Value of total corrective distributions2016-12-31$811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$343,419
Value of total assets at end of year2016-12-31$10,298,553
Value of total assets at beginning of year2016-12-31$10,023,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,805
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$16,595
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$31,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$31,751
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$343,419
Participant contributions at end of year2016-12-31$129,784
Participant contributions at beginning of year2016-12-31$175,032
Participant contributions at end of year2016-12-31$3,775
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$275,106
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,298,553
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,023,447
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,499,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,139,851
Value of interest in pooled separate accounts at end of year2016-12-31$1,009,989
Value of interest in pooled separate accounts at beginning of year2016-12-31$948,876
Interest on participant loans2016-12-31$9,140
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$7,455
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$5,746,632
Value of interest in common/collective trusts at beginning of year2016-12-31$6,481,142
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$908,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$278,546
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$125,637
Net investment gain/loss from pooled separate accounts2016-12-31$78,949
Net investment gain or loss from common/collective trusts2016-12-31$420,355
Net gain/loss from 103.12 investment entities2016-12-31$0
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$0
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$706,727
Contract administrator fees2016-12-31$4,805
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31SALTER AND COMPANY
Accountancy firm EIN2016-12-31208078757
2015 : RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$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
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$268,025
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$668,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$658,105
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$6,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$356,471
Value of total assets at end of year2015-12-31$10,023,447
Value of total assets at beginning of year2015-12-31$10,423,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,464
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$21,347
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$30,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$30,242
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$342,544
Participant contributions at end of year2015-12-31$175,032
Participant contributions at beginning of year2015-12-31$241,096
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$13,927
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-400,104
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,023,447
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,423,551
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,139,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,302,381
Value of interest in pooled separate accounts at end of year2015-12-31$948,876
Value of interest in pooled separate accounts at beginning of year2015-12-31$753,292
Interest on participant loans2015-12-31$15,757
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$5,590
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$6,481,142
Value of interest in common/collective trusts at beginning of year2015-12-31$6,734,499
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$278,546
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$392,283
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-61,501
Net investment gain/loss from pooled separate accounts2015-12-31$9,782
Net investment gain or loss from common/collective trusts2015-12-31$-88,316
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$658,105
Contract administrator fees2015-12-31$3,464
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2015-12-31208078757
2014 : RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-2,601
Total unrealized appreciation/depreciation of assets2014-12-31$-2,601
Total income from all sources (including contributions)2014-12-31$921,792
Total of all expenses incurred2014-12-31$584,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$579,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$364,860
Value of total assets at end of year2014-12-31$10,435,277
Value of total assets at beginning of year2014-12-31$10,097,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,336
Total interest from all sources2014-12-31$22,947
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$20,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$20,434
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$319,439
Participant contributions at end of year2014-12-31$241,096
Participant contributions at beginning of year2014-12-31$249,743
Participant contributions at end of year2014-12-31$11,725
Participant contributions at beginning of year2014-12-31$44,420
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$45,421
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,815
Administrative expenses (other) incurred2014-12-31$4,336
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$337,610
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,435,277
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,097,667
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$2,302,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,111,492
Value of interest in pooled separate accounts at end of year2014-12-31$753,292
Interest on participant loans2014-12-31$18,657
Interest earned on other investments2014-12-31$4,290
Value of interest in common/collective trusts at end of year2014-12-31$6,734,499
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$690,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$690,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$392,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$178,224
Net investment gain/loss from pooled separate accounts2014-12-31$40,621
Net investment gain or loss from common/collective trusts2014-12-31$297,307
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$579,846
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2014-12-31208078757
2013 : RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,235,959
Total of all expenses incurred2013-12-31$454,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$445,864
Expenses. Certain deemed distributions of participant loans2013-12-31$682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$356,620
Value of total assets at end of year2013-12-31$10,097,667
Value of total assets at beginning of year2013-12-31$8,316,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,850
Total interest from all sources2013-12-31$17,121
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$113,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$113,042
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$356,620
Participant contributions at end of year2013-12-31$249,743
Participant contributions at beginning of year2013-12-31$256,337
Participant contributions at end of year2013-12-31$44,420
Participant contributions at beginning of year2013-12-31$22,957
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,815
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,524
Administrative expenses (other) incurred2013-12-31$7,850
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$1,781,563
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,097,667
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,316,104
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$9,111,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,923,612
Interest on participant loans2013-12-31$17,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$690,197
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$111,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$111,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,749,176
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$445,864
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 name2013-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2013-12-31208078757
2012 : RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,367,720
Total of all expenses incurred2012-12-31$306,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$278,373
Expenses. Certain deemed distributions of participant loans2012-12-31$19,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$319,129
Value of total assets at end of year2012-12-31$8,316,104
Value of total assets at beginning of year2012-12-31$7,254,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,197
Total interest from all sources2012-12-31$19,922
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$141,861
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$141,861
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$319,129
Participant contributions at end of year2012-12-31$256,337
Participant contributions at beginning of year2012-12-31$287,981
Participant contributions at end of year2012-12-31$22,957
Participant contributions at beginning of year2012-12-31$24,118
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,524
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,541
Administrative expenses (other) incurred2012-12-31$8,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,061,370
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,316,104
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,254,734
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$7,923,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,929,217
Interest on participant loans2012-12-31$19,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$111,674
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$11,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$11,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$886,808
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$278,373
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 name2012-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2012-12-31208078757
2011 : RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$299,289
Total of all expenses incurred2011-12-31$305,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$290,133
Expenses. Certain deemed distributions of participant loans2011-12-31$6,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$325,518
Value of total assets at end of year2011-12-31$7,254,734
Value of total assets at beginning of year2011-12-31$7,261,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,447
Total interest from all sources2011-12-31$18,922
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$120,052
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$120,052
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$325,518
Participant contributions at end of year2011-12-31$287,981
Participant contributions at beginning of year2011-12-31$250,550
Participant contributions at end of year2011-12-31$24,118
Participant contributions at beginning of year2011-12-31$35,638
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,541
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,931
Administrative expenses (other) incurred2011-12-31$9,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-6,465
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,254,734
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,261,199
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$6,929,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,963,416
Interest on participant loans2011-12-31$18,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$11,877
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$9,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$9,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-165,203
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$290,133
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 name2011-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2011-12-31208078757
2010 : RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,103,483
Total of all expenses incurred2010-12-31$684,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$651,138
Expenses. Certain deemed distributions of participant loans2010-12-31$24,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$328,953
Value of total assets at end of year2010-12-31$7,261,199
Value of total assets at beginning of year2010-12-31$6,842,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,930
Total interest from all sources2010-12-31$15,723
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$117,878
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$117,878
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$250,550
Participant contributions at beginning of year2010-12-31$227,388
Participant contributions at end of year2010-12-31$35,638
Participant contributions at beginning of year2010-12-31$13,468
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$11,005
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,931
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$678
Administrative expenses (other) incurred2010-12-31$8,930
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$418,673
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,261,199
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,842,526
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$6,963,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,372,234
Interest on participant loans2010-12-31$15,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$9,664
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$228,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$228,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$640,929
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$317,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$651,138
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 name2010-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2010-12-31208078757

Form 5500 Responses for RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN

2022: RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number525585
Policy instance 2
Insurance contract or identification number525585
Number of Individuals Covered286
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,598
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,598
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered286
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,024
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,024
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number525585
Policy instance 2
Insurance contract or identification number525585
Number of Individuals Covered210
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,947
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,947
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered210
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,455
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,455
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number525585
Policy instance 2
Insurance contract or identification number525585
Number of Individuals Covered240
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,973
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,182
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered240
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $3,454
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,894
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered309
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,903
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,244
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number525585
Policy instance 2
Insurance contract or identification number525585
Number of Individuals Covered309
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,611
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,859
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number525585
Policy instance 2
Insurance contract or identification number525585
Number of Individuals Covered324
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,919
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,919
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered324
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,979
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,979
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number525585
Policy instance 2
Insurance contract or identification number525585
Number of Individuals Covered305
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,964
Total amount of fees paid to insurance companyUSD $533
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,964
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker nameKESTRA INVESTMENT SERVICES LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered305
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,836
Total amount of fees paid to insurance companyUSD $479
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,836
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker nameKESTRA INVESTMENT SERVICES LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number525585
Policy instance 2
Insurance contract or identification number525585
Number of Individuals Covered312
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $973
Total amount of fees paid to insurance companyUSD $396
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $973
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker nameNFP ADVISOR SERVICES LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered312
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $475
Total amount of fees paid to insurance companyUSD $198
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $475
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker nameNFP ADVISOR SERVICES LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number525585
Policy instance 2
Insurance contract or identification number525585
Number of Individuals Covered272
Insurance policy start date2014-03-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $321
Total amount of fees paid to insurance companyUSD $226
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $321
Insurance broker organization code?3
Amount paid for insurance broker fees226
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker nameNFP ADVISOR SERVICES LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered272
Insurance policy start date2014-03-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $27
Total amount of fees paid to insurance companyUSD $112
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees112
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameNFP INSURANCE SERVICES INC

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