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C.A. LINDMAN, INCORPORATED 401(K) PLAN 401k Plan overview

Plan NameC.A. LINDMAN, INCORPORATED 401(K) PLAN
Plan identification number 001

C.A. LINDMAN, INCORPORATED 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

C.A. LINDMAN, INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:C.A. LINDMAN, INCORPORATED
Employer identification number (EIN):521689850
NAIC Classification:238900

Additional information about C.A. LINDMAN, INCORPORATED

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2007-06-04
Company Identification Number: 0800824588
Legal Registered Office Address: 10401 GUILFORD RD

JESSUP
United States of America (USA)
20794

More information about C.A. LINDMAN, INCORPORATED

Form 5500 Filing Information

Submission information for form 5500 for 401k plan C.A. LINDMAN, INCORPORATED 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01STEVE METAXAS
0012016-01-01STEVE METAXAS
0012015-01-01STEVE METAXAS
0012014-01-01STEVE METAXAS
0012013-01-01STEVE METAXAS
0012012-01-01STEVE METAXAS STEVE METAXAS2013-10-09
0012011-01-01KATHLEEN PUSHECK
0012010-01-01KATHLEEN PUSHECK
0012009-01-01 KATHLEEN PUSHECK2010-10-08
0012009-01-01KATHLEEN PUSHECK
0012009-01-01 KATHLEEN PUSHECK2010-10-08

Plan Statistics for C.A. LINDMAN, INCORPORATED 401(K) PLAN

401k plan membership statisitcs for C.A. LINDMAN, INCORPORATED 401(K) PLAN

Measure Date Value
2022: C.A. LINDMAN, INCORPORATED 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01226
Total number of active participants reported on line 7a of the Form 55002022-01-01178
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0118
Total of all active and inactive participants2022-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01197
Number of participants with account balances2022-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: C.A. LINDMAN, INCORPORATED 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01201
Total number of active participants reported on line 7a of the Form 55002021-01-01173
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0116
Total of all active and inactive participants2021-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01190
Number of participants with account balances2021-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: C.A. LINDMAN, INCORPORATED 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01199
Total number of active participants reported on line 7a of the Form 55002020-01-01177
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01192
Number of participants with account balances2020-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: C.A. LINDMAN, INCORPORATED 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01183
Total number of active participants reported on line 7a of the Form 55002019-01-01176
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0114
Total of all active and inactive participants2019-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01190
Number of participants with account balances2019-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: C.A. LINDMAN, INCORPORATED 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01168
Total number of active participants reported on line 7a of the Form 55002018-01-01153
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01166
Number of participants with account balances2018-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: C.A. LINDMAN, INCORPORATED 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01176
Total number of active participants reported on line 7a of the Form 55002017-01-01154
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0111
Total of all active and inactive participants2017-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01165
Number of participants with account balances2017-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: C.A. LINDMAN, INCORPORATED 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01193
Total number of active participants reported on line 7a of the Form 55002016-01-01164
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0112
Total of all active and inactive participants2016-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01176
Number of participants with account balances2016-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: C.A. LINDMAN, INCORPORATED 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01209
Total number of active participants reported on line 7a of the Form 55002015-01-01172
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01184
Number of participants with account balances2015-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: C.A. LINDMAN, INCORPORATED 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01226
Total number of active participants reported on line 7a of the Form 55002014-01-01189
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01202
Number of participants with account balances2014-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: C.A. LINDMAN, INCORPORATED 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01243
Total number of active participants reported on line 7a of the Form 55002013-01-01188
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01204
Number of participants with account balances2013-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: C.A. LINDMAN, INCORPORATED 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01298
Total number of active participants reported on line 7a of the Form 55002012-01-01223
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01237
Number of participants with account balances2012-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: C.A. LINDMAN, INCORPORATED 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01280
Total number of active participants reported on line 7a of the Form 55002011-01-01263
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01273
Number of participants with account balances2011-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: C.A. LINDMAN, INCORPORATED 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01324
Total number of active participants reported on line 7a of the Form 55002010-01-01250
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0110
Total of all active and inactive participants2010-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01260
Number of participants with account balances2010-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: C.A. LINDMAN, INCORPORATED 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01337
Total number of active participants reported on line 7a of the Form 55002009-01-01241
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01252
Number of participants with account balances2009-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on C.A. LINDMAN, INCORPORATED 401(K) PLAN

Measure Date Value
2022 : C.A. LINDMAN, INCORPORATED 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$0
Total income from all sources (including contributions)2022-12-31$-371,333
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$439,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$438,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$168,234
Value of total assets at end of year2022-12-31$2,448,087
Value of total assets at beginning of year2022-12-31$3,258,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$650
Total interest from all sources2022-12-31$5,080
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$326,000
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$168,234
Participant contributions at end of year2022-12-31$2,905
Participant contributions at beginning of year2022-12-31$3,053
Administrative expenses (other) incurred2022-12-31$650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-810,450
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,448,087
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,258,537
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$2,258,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,066,749
Interest earned on other investments2022-12-31$5,080
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$186,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$188,735
Net investment gain/loss from pooled separate accounts2022-12-31$-544,647
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$438,467
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31ALPERIN, NEBBIA & ASSOCIATES CPA,PA
Accountancy firm EIN2022-12-31223572809
2021 : C.A. LINDMAN, INCORPORATED 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$631,897
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$233,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$232,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$181,928
Value of total assets at end of year2021-12-31$3,258,537
Value of total assets at beginning of year2021-12-31$2,859,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$50
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$326,000
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$181,928
Participant contributions at end of year2021-12-31$3,053
Participant contributions at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$398,877
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,258,537
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,859,660
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$3,066,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,632,787
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$188,735
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$226,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$449,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$232,970
Contract administrator fees2021-12-31$50
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31ALPERIN, NEBBIA & ASSOCIATES CPA,PA
Accountancy firm EIN2021-12-31223572809
2020 : C.A. LINDMAN, INCORPORATED 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$491,303
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$169,943
Value of total assets at end of year2020-12-31$2,859,660
Value of total assets at beginning of year2020-12-31$2,368,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$150,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$152,804
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$17,139
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$491,303
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,859,660
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,368,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,632,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,150,587
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$226,873
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$217,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$321,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ALPERIN, NEBBIA & ASSOCIATES CPA,PA
Accountancy firm EIN2020-12-31223572809
2019 : C.A. LINDMAN, INCORPORATED 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$512,006
Total income from all sources (including contributions)2019-12-31$512,006
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$6,025
Total of all expenses incurred2019-12-31$6,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$118,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$118,212
Value of total assets at end of year2019-12-31$2,368,357
Value of total assets at end of year2019-12-31$2,368,357
Value of total assets at beginning of year2019-12-31$1,862,376
Value of total assets at beginning of year2019-12-31$1,862,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$25
Administrative expenses professional fees incurred2019-12-31$25
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$150,000
Value of fidelity bond cover2019-12-31$150,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$118,212
Contributions received from participants2019-12-31$118,212
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
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
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$505,981
Value of net income/loss2019-12-31$505,981
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,368,357
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,368,357
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,862,376
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,862,376
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
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,150,587
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,150,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,647,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,647,625
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$217,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$217,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$214,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$214,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$393,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$393,794
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 contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,000
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ALPERIN, NEBBIA & ASSOCIATES CPA,PA
Accountancy firm name2019-12-31ALPERIN, NEBBIA & ASSOCIATES CPA,PA
Accountancy firm EIN2019-12-31223572809
Accountancy firm EIN2019-12-31223572809
2018 : C.A. LINDMAN, INCORPORATED 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$191,222
Total of all expenses incurred2018-12-31$2,369
Value of total corrective distributions2018-12-31$2,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$311,123
Value of total assets at end of year2018-12-31$1,862,376
Value of total assets at beginning of year2018-12-31$1,673,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$150,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$123,270
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$187,853
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
Value of net income/loss2018-12-31$188,853
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,862,376
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,673,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,647,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,478,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$214,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$194,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-119,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
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
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 name2018-12-31ALPERIN, NEBBIA & ASSOCIATES CPA,PA
Accountancy firm EIN2018-12-31223572809
2017 : C.A. LINDMAN, INCORPORATED 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$386,002
Total of all expenses incurred2017-12-31$204,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$198,022
Value of total corrective distributions2017-12-31$6,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$172,395
Value of total assets at end of year2017-12-31$1,673,523
Value of total assets at beginning of year2017-12-31$1,492,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$375
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$168,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$111,033
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$61,362
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$181,246
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,673,523
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,492,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,478,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,319,028
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$194,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$173,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$213,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$198,022
Contract administrator fees2017-12-31$100
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ALPERIN, NEBBIA & ASSOCIATES CPA,PA
Accountancy firm EIN2017-12-31223572809
2016 : C.A. LINDMAN, INCORPORATED 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$205,532
Total of all expenses incurred2016-12-31$3,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$109,311
Value of total assets at end of year2016-12-31$1,492,277
Value of total assets at beginning of year2016-12-31$1,290,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$150,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$109,311
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$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
Value of net income/loss2016-12-31$201,597
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,492,277
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,290,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,319,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,187,439
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$173,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$103,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$96,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,785
Contract administrator fees2016-12-31$150
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ALPERIN, NEBBIA & ASSOCIATES CPA,PA
Accountancy firm EIN2016-12-31223572809
2015 : C.A. LINDMAN, INCORPORATED 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$78,719
Total of all expenses incurred2015-12-31$247,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$247,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$110,577
Value of total assets at end of year2015-12-31$1,290,680
Value of total assets at beginning of year2015-12-31$1,459,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$150,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$110,577
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-168,643
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,290,680
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,459,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,187,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,421,203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$103,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$38,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-31,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$247,112
Contract administrator fees2015-12-31$250
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ALPERIN, NEBBIA & ASSOCIATES CPA,PA
Accountancy firm EIN2015-12-31223572809
2014 : C.A. LINDMAN, INCORPORATED 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$227,868
Total of all expenses incurred2014-12-31$127,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$127,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$129,412
Value of total assets at end of year2014-12-31$1,459,323
Value of total assets at beginning of year2014-12-31$1,359,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$375
Total interest from all sources2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$108,059
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$6,784
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$21,353
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$99,894
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,459,323
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,359,429
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$1,421,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,318,976
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$38,120
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$33,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$98,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$127,599
Contract administrator fees2014-12-31$375
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 name2014-12-31ALPERIN, NEBBIA & ASSOCIATES CPA,PA
Accountancy firm EIN2014-12-31223572809
2013 : C.A. LINDMAN, INCORPORATED 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$357,624
Total of all expenses incurred2013-12-31$90,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$90,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$120,364
Value of total assets at end of year2013-12-31$1,359,429
Value of total assets at beginning of year2013-12-31$1,092,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$140,000
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$120,364
Participant contributions at end of year2013-12-31$6,784
Participant contributions at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$266,902
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,359,429
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,092,527
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$1,318,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,058,536
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$33,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$33,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$237,260
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$90,072
Contract administrator fees2013-12-31$650
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 name2013-12-31ALPERIN, NEBBIA & ASSOCIATES CPA,PA
Accountancy firm EIN2013-12-31223572809
2012 : C.A. LINDMAN, INCORPORATED 401(K) PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$244,046
Total of all expenses incurred2012-12-31$23,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$23,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$126,704
Value of total assets at end of year2012-12-31$1,092,527
Value of total assets at beginning of year2012-12-31$871,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
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$126,704
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$10,374
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$220,681
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,092,527
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$871,846
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$1,058,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$831,480
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$33,991
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$29,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$117,342
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$23,165
Contract administrator fees2012-12-31$200
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 name2012-12-31ALPERIN, NEBBIA & ASSOCIATES CPA,PA
Accountancy firm EIN2012-12-31223572809
2011 : C.A. LINDMAN, INCORPORATED 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$132,741
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$41,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$40,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$147,598
Value of total assets at end of year2011-12-31$871,846
Value of total assets at beginning of year2011-12-31$780,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$500
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$135,506
Participant contributions at end of year2011-12-31$10,374
Participant contributions at beginning of year2011-12-31$8,955
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$12,092
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$91,546
Value of net assets at end of year (total assets less liabilities)2011-12-31$871,846
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$780,300
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$831,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$744,139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$29,992
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$27,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-14,857
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$40,695
Contract administrator fees2011-12-31$500
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 name2011-12-31ALPERIN, NEBBIA & ASSOCIATES CPA,PA
Accountancy firm EIN2011-12-31223572809
2010 : C.A. LINDMAN, INCORPORATED 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$175,205
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$18,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$13,424
Value of total corrective distributions2010-12-31$5,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$87,616
Value of total assets at end of year2010-12-31$780,300
Value of total assets at beginning of year2010-12-31$624,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$87,616
Participant contributions at end of year2010-12-31$8,955
Participant contributions at beginning of year2010-12-31$94
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$156,238
Value of net assets at end of year (total assets less liabilities)2010-12-31$780,300
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$624,062
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$744,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$600,456
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$27,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$23,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$87,589
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$13,424
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 name2010-12-31ALPERIN, NEBBIA & ASSOCIATES CPA,PA
Accountancy firm EIN2010-12-31223572809

Form 5500 Responses for C.A. LINDMAN, INCORPORATED 401(K) PLAN

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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH6162
Policy instance 1
Insurance contract or identification numberPH6162
Number of Individuals Covered50
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $11,194
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,194
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCASH COMMISSIONS
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH6162
Policy instance 1
Insurance contract or identification numberPH6162
Number of Individuals Covered49
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $12,043
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,043
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCASH COMMISSIONS
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH6162
Policy instance 1
Insurance contract or identification numberPH6162
Number of Individuals Covered47
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $9,578
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,578
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCASH COMMISSIONS
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH6162
Policy instance 1
Insurance contract or identification numberPH6162
Number of Individuals Covered42
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $8,465
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,465
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCASH COMMISSIONS
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH6162
Policy instance 1
Insurance contract or identification numberPH6162
Number of Individuals Covered42
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $7,333
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $7,333
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCASH COMMISSIONS
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH6162
Policy instance 1
Insurance contract or identification numberPH6162
Number of Individuals Covered38
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,350
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $6,350
Additional information about fees paid to insurance brokerCASH COMMISSIONS
Insurance broker organization code?3
Insurance broker nameCONSOLIDATED INS CENTER
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH6162
Policy instance 1
Insurance contract or identification numberPH6162
Number of Individuals Covered35
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,812
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $5,812
Additional information about fees paid to insurance brokerCASH COMMISSION
Insurance broker organization code?3
Insurance broker nameCONSOLIDATED INS CENTER
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH6162
Policy instance 1
Insurance contract or identification numberPH6162
Number of Individuals Covered36
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,696
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $5,696
Additional information about fees paid to insurance brokerCASH COMMISSION
Insurance broker organization code?3
Insurance broker nameCONSOLIDATED INS CENTER
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH6162
Policy instance 1
Insurance contract or identification numberPH6162
Number of Individuals Covered41
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,498
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $4,498
Additional information about fees paid to insurance brokerCASH COMMISSION
Insurance broker organization code?3
Insurance broker nameCONSOLIDATED INS CENTER
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH6162
Policy instance 1
Insurance contract or identification numberPH6162
Number of Individuals Covered43
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,595
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,595
Additional information about fees paid to insurance brokerCASH COMMISSION
Insurance broker organization code?3
Insurance broker nameCONSOLIDATED INS CENTER
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH6162
Policy instance 1
Insurance contract or identification numberPH6162
Number of Individuals Covered46
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,924
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH6162
Policy instance 1
Insurance contract or identification numberPH6162
Number of Individuals Covered39
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,701
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $1,701
Additional information about fees paid to insurance brokerCASH COMMISSION
Insurance broker organization code?3
Insurance broker nameCONSOLIDATED INS CENTER

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