?>
Logo

CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN
Plan identification number 001

CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING 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.

401k Sponsoring company profile

CHAS. M. SLEDD COMPANY has sponsored the creation of one or more 401k plans.

Company Name:CHAS. M. SLEDD COMPANY
Employer identification number (EIN):550278605
NAIC Classification:424990
NAIC Description:Other Miscellaneous Nondurable Goods Merchant Wholesalers

Additional information about CHAS. M. SLEDD COMPANY

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1999-08-24
Company Identification Number: F139073
Legal Registered Office Address: 100 Shockoe Slip Fl 2

Richmond
United States of America (USA)
23219-4100

More information about CHAS. M. SLEDD COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01S. RANDALL EMANUELSON2020-10-14 S. RANDALL EMANUELSON2020-10-14
0012018-01-01S. RANDALL EMANUELSON2019-10-14 S. RANDALL EMANUELSON2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01ED MIRICH
0012013-01-01ED MIRICH
0012012-01-01SCOTT EMANUELSON
0012011-01-01SCOTT EMANUELSON
0012010-01-01SCOTT EMANUELSON
0012009-01-01S. RANDALL EMANUELSON

Plan Statistics for CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN

Measure Date Value
2019: CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01236
Total number of active participants reported on line 7a of the Form 55002019-01-01217
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0122
Total of all active and inactive participants2019-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01239
Number of participants with account balances2019-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01241
Total number of active participants reported on line 7a of the Form 55002018-01-01207
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0121
Total of all active and inactive participants2018-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01228
Number of participants with account balances2018-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01241
Total number of active participants reported on line 7a of the Form 55002017-01-01214
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01232
Number of participants with account balances2017-01-01122
2016: CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01233
Total number of active participants reported on line 7a of the Form 55002016-01-01200
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01217
Number of participants with account balances2016-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01222
Total number of active participants reported on line 7a of the Form 55002015-01-01199
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-01217
Total participants2015-01-01217
Number of participants with account balances2015-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01218
Total number of active participants reported on line 7a of the Form 55002014-01-01218
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0119
Total of all active and inactive participants2014-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01237
Number of participants with account balances2014-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01226
Total number of active participants reported on line 7a of the Form 55002013-01-01209
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01218
Number of participants with account balances2013-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01248
Total number of active participants reported on line 7a of the Form 55002012-01-01209
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01226
Number of participants with account balances2012-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01224
Total number of active participants reported on line 7a of the Form 55002011-01-01237
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01248
Number of participants with account balances2011-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01225
Total number of active participants reported on line 7a of the Form 55002010-01-01214
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 participants2010-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01224
Number of participants with account balances2010-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01214
Total number of active participants reported on line 7a of the Form 55002009-01-01157
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0142
Total of all active and inactive participants2009-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01199
Number of participants with account balances2009-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN

Measure Date Value
2019 : CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,819,733
Total income from all sources (including contributions)2019-12-31$2,819,733
Total of all expenses incurred2019-12-31$357,635
Total of all expenses incurred2019-12-31$357,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$351,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$351,664
Expenses. Certain deemed distributions of participant loans2019-12-31$3,621
Expenses. Certain deemed distributions of participant loans2019-12-31$3,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$697,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$697,505
Value of total assets at end of year2019-12-31$14,252,282
Value of total assets at end of year2019-12-31$14,252,282
Value of total assets at beginning of year2019-12-31$11,790,184
Value of total assets at beginning of year2019-12-31$11,790,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,350
Total interest from all sources2019-12-31$26,977
Total interest from all sources2019-12-31$26,977
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$500
Administrative expenses professional fees incurred2019-12-31$500
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
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$424,817
Contributions received from participants2019-12-31$424,817
Participant contributions at end of year2019-12-31$296,018
Participant contributions at end of year2019-12-31$296,018
Participant contributions at beginning of year2019-12-31$377,970
Participant contributions at beginning of year2019-12-31$377,970
Participant contributions at end of year2019-12-31$25,854
Participant contributions at end of year2019-12-31$25,854
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,827
Administrative expenses (other) incurred2019-12-31$1,850
Administrative expenses (other) incurred2019-12-31$1,850
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$2,462,098
Value of net income/loss2019-12-31$2,462,098
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,252,282
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,252,282
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,790,184
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,790,184
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$13,892,552
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,892,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,402,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,402,065
Interest on participant loans2019-12-31$17,979
Interest on participant loans2019-12-31$17,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$18,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$18,648
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$10,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$10,149
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$10,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$10,149
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$8,998
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$8,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,095,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,095,251
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$265,861
Contributions received in cash from employer2019-12-31$265,861
Employer contributions (assets) at end of year2019-12-31$19,210
Employer contributions (assets) at end of year2019-12-31$19,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$351,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$351,664
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 name2019-12-31LALLY & CO., LLC
Accountancy firm name2019-12-31LALLY & CO., LLC
Accountancy firm EIN2019-12-31251846963
Accountancy firm EIN2019-12-31251846963
2018 : CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$131,902
Total of all expenses incurred2018-12-31$430,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$414,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$615,324
Value of total assets at end of year2018-12-31$11,790,184
Value of total assets at beginning of year2018-12-31$12,088,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,608
Total interest from all sources2018-12-31$17,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$13,750
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$383,492
Participant contributions at end of year2018-12-31$377,970
Participant contributions at beginning of year2018-12-31$27,931
Administrative expenses (other) incurred2018-12-31$1,858
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$35,114
Value of net income/loss2018-12-31$-298,414
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,790,184
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,088,598
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$11,402,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,049,391
Interest on participant loans2018-12-31$9,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$10,149
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$11,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$11,246
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$8,545
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-501,174
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
Contributions received in cash from employer2018-12-31$196,718
Employer contributions (assets) at beginning of year2018-12-31$30
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$414,708
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 name2018-12-31LALLY & CO., LLC
Accountancy firm EIN2018-12-31251846963
2017 : CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,200
Total income from all sources (including contributions)2017-12-31$1,817,388
Total of all expenses incurred2017-12-31$50,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$30,736
Expenses. Certain deemed distributions of participant loans2017-12-31$10,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$572,281
Value of total assets at end of year2017-12-31$12,088,598
Value of total assets at beginning of year2017-12-31$10,324,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,145
Total interest from all sources2017-12-31$9,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$359,728
Participant contributions at end of year2017-12-31$27,931
Participant contributions at beginning of year2017-12-31$68,350
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$26,177
Administrative expenses (other) incurred2017-12-31$9,145
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$1,767,239
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,088,598
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,321,359
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$12,049,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,245,280
Income. Interest from loans (other than to participants)2017-12-31$1,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$11,246
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$10,929
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$10,929
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$7,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,235,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$186,376
Employer contributions (assets) at end of year2017-12-31$30
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$30,736
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$3,200
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 name2017-12-31LALLY & CO., LLC
Accountancy firm EIN2017-12-31251846963
2016 : CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,200
Total income from all sources (including contributions)2016-12-31$1,275,794
Total of all expenses incurred2016-12-31$151,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$149,541
Expenses. Certain deemed distributions of participant loans2016-12-31$359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$556,156
Value of total assets at end of year2016-12-31$10,324,559
Value of total assets at beginning of year2016-12-31$9,197,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,804
Total interest from all sources2016-12-31$14,881
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$500,000
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$365,605
Participant contributions at end of year2016-12-31$68,350
Participant contributions at beginning of year2016-12-31$118,313
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,946
Administrative expenses (other) incurred2016-12-31$1,804
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$1,124,090
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,321,359
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,197,269
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$10,245,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,078,956
Income. Interest from loans (other than to participants)2016-12-31$3,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$10,929
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$10,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$704,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$185,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$149,541
Liabilities. Value of benefit claims payable at end of year2016-12-31$3,200
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 name2016-12-31LALLY & CO., LLC
Accountancy firm EIN2016-12-31251846963
2015 : CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$551,584
Total of all expenses incurred2015-12-31$212,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$176,039
Expenses. Certain deemed distributions of participant loans2015-12-31$34,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$566,482
Value of total assets at end of year2015-12-31$9,197,269
Value of total assets at beginning of year2015-12-31$8,858,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,811
Total interest from all sources2015-12-31$6,664
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,992
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$4,992
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$369,230
Participant contributions at end of year2015-12-31$118,313
Participant contributions at beginning of year2015-12-31$210,188
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,767
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$338,816
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,197,269
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,858,453
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
Investment advisory and management fees2015-12-31$1,811
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,078,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,422,776
Interest on participant loans2015-12-31$6,664
Income. Interest from loans (other than to participants)2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$225,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$225,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-26,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$192,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$176,039
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 name2015-12-31LALLY & CO., LLC
Accountancy firm EIN2015-12-31251846963
2014 : CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,024,720
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$241,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$239,962
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$594,422
Value of total assets at end of year2014-12-31$8,858,453
Value of total assets at beginning of year2014-12-31$8,075,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,779
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$8,194
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$474,248
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$474,248
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
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 period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$336,380
Participant contributions at end of year2014-12-31$210,188
Participant contributions at beginning of year2014-12-31$185,857
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$76,530
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$1,779
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$782,979
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,858,453
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,075,474
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
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,422,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,779,339
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$8,179
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$225,489
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$110,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$110,278
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$15
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-52,144
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
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
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$181,512
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$239,962
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31SISTERSON & CO LLP
Accountancy firm EIN2014-12-31251467526
2013 : CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,657,547
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$346,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$342,013
Expenses. Certain deemed distributions of participant loans2013-12-31$2,522
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$522,145
Value of total assets at end of year2013-12-31$8,075,474
Value of total assets at beginning of year2013-12-31$6,764,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,700
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$7,917
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$456,691
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$456,691
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
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$324,165
Participant contributions at end of year2013-12-31$185,857
Participant contributions at beginning of year2013-12-31$174,119
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$1,700
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash 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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$1,311,312
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,075,474
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,764,162
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
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,779,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,872,913
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$7,890
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$110,278
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$717,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$717,130
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$27
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$670,794
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$197,980
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$342,013
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31SISTERSON & CO LLP
Accountancy firm EIN2013-12-31251467526
2012 : CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
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$1,167,157
Total of all expenses incurred2012-12-31$393,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$393,468
Expenses. Certain deemed distributions of participant loans2012-12-31$-2,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$523,611
Value of total assets at end of year2012-12-31$6,764,162
Value of total assets at beginning of year2012-12-31$5,990,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,249
Total interest from all sources2012-12-31$5,675
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$153,644
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$153,644
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$327,868
Participant contributions at end of year2012-12-31$174,119
Participant contributions at beginning of year2012-12-31$112,941
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$10,971
Administrative expenses (other) incurred2012-12-31$2,249
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$773,470
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,764,162
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,990,692
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$5,872,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,083,347
Interest on participant loans2012-12-31$5,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$717,130
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$758,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$758,866
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$484,227
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$195,743
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$24,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$393,468
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SISTERSON & CO LLP
Accountancy firm EIN2012-12-31251467526
2011 : CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$463,248
Total of all expenses incurred2011-12-31$32,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$25,796
Expenses. Certain deemed distributions of participant loans2011-12-31$4,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$585,001
Value of total assets at end of year2011-12-31$5,990,692
Value of total assets at beginning of year2011-12-31$5,560,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,250
Total interest from all sources2011-12-31$6,173
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$163,262
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$163,262
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$319,152
Participant contributions at end of year2011-12-31$112,941
Participant contributions at beginning of year2011-12-31$98,451
Participant contributions at end of year2011-12-31$10,971
Participant contributions at beginning of year2011-12-31$13,353
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$108,544
Administrative expenses (other) incurred2011-12-31$2,250
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$430,627
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,990,692
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,560,065
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$5,083,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,599,961
Interest on participant loans2011-12-31$6,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$758,866
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$841,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$841,446
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$76
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-291,188
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$157,305
Employer contributions (assets) at end of year2011-12-31$24,567
Employer contributions (assets) at beginning of year2011-12-31$6,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$25,796
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 name2011-12-31SISTERSON & CO., LLP
Accountancy firm EIN2011-12-31251467526
2010 : CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN 2010 401k financial data
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$922,343
Total of all expenses incurred2010-12-31$268,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$244,280
Expenses. Certain deemed distributions of participant loans2010-12-31$23,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$465,944
Value of total assets at end of year2010-12-31$5,560,065
Value of total assets at beginning of year2010-12-31$4,906,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$395
Total interest from all sources2010-12-31$9,999
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$87,684
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$87,684
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 period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$284,339
Participant contributions at end of year2010-12-31$98,451
Participant contributions at beginning of year2010-12-31$132,376
Participant contributions at end of year2010-12-31$13,353
Participant contributions at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$395
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$653,950
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,560,065
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,906,115
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$4,599,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,888,417
Interest on participant loans2010-12-31$9,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$841,446
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$885,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$885,322
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$33
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$358,716
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$181,605
Employer contributions (assets) at end of year2010-12-31$6,854
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$244,280
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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 name2010-12-31SISTERSON & CO., LLP
Accountancy firm EIN2010-12-31251467526
2009 : CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN

2019: CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING 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: CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING 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: CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING 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: CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING 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: CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING 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: CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING 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 funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CHAS. M. SLEDD COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number805962-000
Policy instance 1
Insurance contract or identification number805962-000
Number of Individuals Covered131
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $31,758
Total amount of fees paid to insurance companyUSD $6,391
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 $31,758
Insurance broker organization code?3
Amount paid for insurance broker fees6391
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number805962-000
Policy instance 1
Insurance contract or identification number805962-000
Number of Individuals Covered125
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $30,377
Total amount of fees paid to insurance companyUSD $6,081
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 $30,377
Insurance broker organization code?3
Amount paid for insurance broker fees6081
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number805962-000
Policy instance 1
Insurance contract or identification number805962-000
Number of Individuals Covered122
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $27,812
Total amount of fees paid to insurance companyUSD $5,582
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 $27,812
Insurance broker organization code?3
Amount paid for insurance broker fees5582
Insurance broker nameMETRO BENEFITS, INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number805962-000
Policy instance 1
Insurance contract or identification number805962-000
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $71,923
Total amount of fees paid to insurance companyUSD $2,231
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 $71,923
Insurance broker organization code?3
Amount paid for insurance broker fees2231
Insurance broker nameMETRO BENEFITS, INC

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3