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MINGLEDORFF'S, INC. SAVINGS INCENTIVE PLAN 401k Plan overview

Plan NameMINGLEDORFF'S, INC. SAVINGS INCENTIVE PLAN
Plan identification number 002

MINGLEDORFF'S, INC. SAVINGS INCENTIVE 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:MINGLEDORFFS INC.
Employer identification number (EIN):580510851
NAIC Classification:423700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MINGLEDORFF'S, INC. SAVINGS INCENTIVE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ROBERT WILLIS
0022017-01-01ROBERT WILLIS
0022016-01-01ROBERT WILLIS ROBERT WILLIS2017-08-02
0022015-01-01ROBERT WILLIS ROBERT WILLIS2016-09-20
0022014-01-01ROBERT WILLIS ROBERT WILLIS2015-10-13
0022013-01-01ROBERT WILLIS ROBERT WILLIS2014-09-26
0022012-01-01ROB WILLIS ROB WILLIS2013-10-08
0022011-01-01MATTHEW RANSTEAD MATTHEW RANSTEAD2012-09-17
0022009-01-01MATTHEW RANSTEAD MATTHEW RANSTEAD2010-10-08
0022009-01-01MATTHEW RANSTEAD MATTHEW RANSTEAD2010-10-11

Plan Statistics for MINGLEDORFF'S, INC. SAVINGS INCENTIVE PLAN

401k plan membership statisitcs for MINGLEDORFF'S, INC. SAVINGS INCENTIVE PLAN

Measure Date Value
2022: MINGLEDORFF'S, INC. SAVINGS INCENTIVE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01680
Total number of active participants reported on line 7a of the Form 55002022-01-01627
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01107
Total of all active and inactive participants2022-01-01734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01738
Number of participants with account balances2022-01-01730
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MINGLEDORFF'S, INC. SAVINGS INCENTIVE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01615
Total number of active participants reported on line 7a of the Form 55002021-01-01588
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0187
Total of all active and inactive participants2021-01-01675
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-01680
Number of participants with account balances2021-01-01671
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MINGLEDORFF'S, INC. SAVINGS INCENTIVE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01611
Total number of active participants reported on line 7a of the Form 55002020-01-01542
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0169
Total of all active and inactive participants2020-01-01611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01615
Number of participants with account balances2020-01-01608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MINGLEDORFF'S, INC. SAVINGS INCENTIVE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01592
Total number of active participants reported on line 7a of the Form 55002019-01-01543
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0167
Total of all active and inactive participants2019-01-01610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01611
Number of participants with account balances2019-01-01606
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MINGLEDORFF'S, INC. SAVINGS INCENTIVE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01531
Total number of active participants reported on line 7a of the Form 55002018-01-01523
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0168
Total of all active and inactive participants2018-01-01591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01592
Number of participants with account balances2018-01-01583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MINGLEDORFF'S, INC. SAVINGS INCENTIVE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01533
Total number of active participants reported on line 7a of the Form 55002017-01-01478
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0152
Total of all active and inactive participants2017-01-01530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01531
Number of participants with account balances2017-01-01522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MINGLEDORFF'S, INC. SAVINGS INCENTIVE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01522
Total number of active participants reported on line 7a of the Form 55002016-01-01455
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-0170
Total of all active and inactive participants2016-01-01533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01533
Number of participants with account balances2016-01-01526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0113
2015: MINGLEDORFF'S, INC. SAVINGS INCENTIVE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01478
Total number of active participants reported on line 7a of the Form 55002015-01-01431
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0170
Total of all active and inactive participants2015-01-01505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01505
Number of participants with account balances2015-01-01500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: MINGLEDORFF'S, INC. SAVINGS INCENTIVE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01445
Total number of active participants reported on line 7a of the Form 55002014-01-01403
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-0157
Total of all active and inactive participants2014-01-01464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01466
Number of participants with account balances2014-01-01460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: MINGLEDORFF'S, INC. SAVINGS INCENTIVE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01413
Total number of active participants reported on line 7a of the Form 55002013-01-01401
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-0137
Total of all active and inactive participants2013-01-01442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01442
Number of participants with account balances2013-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: MINGLEDORFF'S, INC. SAVINGS INCENTIVE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01397
Total number of active participants reported on line 7a of the Form 55002012-01-01357
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0150
Total of all active and inactive participants2012-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01407
Number of participants with account balances2012-01-01405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: MINGLEDORFF'S, INC. SAVINGS INCENTIVE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01373
Total number of active participants reported on line 7a of the Form 55002011-01-01321
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0164
Total of all active and inactive participants2011-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01387
Number of participants with account balances2011-01-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2009: MINGLEDORFF'S, INC. SAVINGS INCENTIVE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01356
Total number of active participants reported on line 7a of the Form 55002009-01-01295
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0156
Total of all active and inactive participants2009-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01351
Number of participants with account balances2009-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0114

Financial Data on MINGLEDORFF'S, INC. SAVINGS INCENTIVE PLAN

Measure Date Value
2022 : MINGLEDORFF'S, INC. SAVINGS INCENTIVE 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$0
Total income from all sources (including contributions)2022-12-31$-5,884,337
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,353,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,233,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,923,798
Value of total assets at end of year2022-12-31$94,093,595
Value of total assets at beginning of year2022-12-31$104,331,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$119,368
Total interest from all sources2022-12-31$53,529
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,227,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,227,701
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$11,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,814,325
Participant contributions at end of year2022-12-31$1,176,430
Participant contributions at beginning of year2022-12-31$1,123,167
Assets. Other investments not covered elsewhere at end of year2022-12-31$3,701,367
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,584,889
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$868,763
Other income not declared elsewhere2022-12-31$-524,488
Administrative expenses (other) incurred2022-12-31$119,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,237,641
Value of net assets at end of year (total assets less liabilities)2022-12-31$94,093,595
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$104,331,236
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$84,288,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$96,599,849
Interest on participant loans2022-12-31$53,529
Value of interest in common/collective trusts at end of year2022-12-31$2,837,570
Value of interest in common/collective trusts at beginning of year2022-12-31$2,064,068
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$245,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$335,391
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$6,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-19,633,596
Net investment gain or loss from common/collective trusts2022-12-31$68,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,240,710
Employer contributions (assets) at end of year2022-12-31$1,843,688
Employer contributions (assets) at beginning of year2022-12-31$1,623,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,227,018
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SMITH & HOWARD, PC
Accountancy firm EIN2022-12-31581250486
2021 : MINGLEDORFF'S, INC. SAVINGS INCENTIVE 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$21,266,969
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,680,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,561,422
Value of total corrective distributions2021-12-31$12,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,885,713
Value of total assets at end of year2021-12-31$104,331,236
Value of total assets at beginning of year2021-12-31$87,744,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$106,613
Total interest from all sources2021-12-31$56,994
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,042,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,042,952
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$11,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,136,752
Participant contributions at end of year2021-12-31$1,123,167
Participant contributions at beginning of year2021-12-31$1,156,263
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,584,889
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,210,944
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$988,909
Other income not declared elsewhere2021-12-31$215,362
Administrative expenses (other) incurred2021-12-31$106,613
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$16,586,828
Value of net assets at end of year (total assets less liabilities)2021-12-31$104,331,236
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$87,744,408
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$96,599,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$78,988,685
Interest on participant loans2021-12-31$56,994
Value of interest in common/collective trusts at end of year2021-12-31$2,064,068
Value of interest in common/collective trusts at beginning of year2021-12-31$3,336,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$335,391
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$653,726
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$8,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,005,622
Net investment gain or loss from common/collective trusts2021-12-31$60,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,760,052
Employer contributions (assets) at end of year2021-12-31$1,623,872
Employer contributions (assets) at beginning of year2021-12-31$1,398,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,552,815
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SMITH & HOWARD, PC
Accountancy firm EIN2021-12-31581250486
2020 : MINGLEDORFF'S, INC. SAVINGS INCENTIVE 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$19,356,769
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,072,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,971,731
Value of total corrective distributions2020-12-31$8,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,786,298
Value of total assets at end of year2020-12-31$87,744,408
Value of total assets at beginning of year2020-12-31$71,460,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$92,476
Total interest from all sources2020-12-31$62,614
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,142,612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,142,612
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$11,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,463,660
Participant contributions at end of year2020-12-31$1,156,263
Participant contributions at beginning of year2020-12-31$1,037,991
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,210,944
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,423,497
Other income not declared elsewhere2020-12-31$14,364
Administrative expenses (other) incurred2020-12-31$92,476
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$16,284,193
Value of net assets at end of year (total assets less liabilities)2020-12-31$87,744,408
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$71,460,215
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$78,988,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$65,047,662
Interest on participant loans2020-12-31$62,614
Value of interest in common/collective trusts at end of year2020-12-31$3,336,186
Value of interest in common/collective trusts at beginning of year2020-12-31$853,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$23,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$23,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$653,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,899,572
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$6,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,922,719
Net investment gain or loss from common/collective trusts2020-12-31$428,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,322,638
Employer contributions (assets) at end of year2020-12-31$1,398,604
Employer contributions (assets) at beginning of year2020-12-31$1,174,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,965,131
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 name2020-12-31SMITH & HOWARD, PC
Accountancy firm EIN2020-12-31581250486
2019 : MINGLEDORFF'S, INC. SAVINGS INCENTIVE PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$18,628,216
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,957,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,865,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,950,599
Value of total assets at end of year2019-12-31$71,460,215
Value of total assets at beginning of year2019-12-31$56,789,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$91,058
Total interest from all sources2019-12-31$53,238
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,641,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,641,128
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$11,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,706,585
Participant contributions at end of year2019-12-31$1,037,991
Participant contributions at beginning of year2019-12-31$953,289
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,423,497
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,162,074
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$319,189
Other income not declared elsewhere2019-12-31$287,125
Administrative expenses (other) incurred2019-12-31$91,058
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$14,671,213
Value of net assets at end of year (total assets less liabilities)2019-12-31$71,460,215
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$56,789,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$65,047,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$49,130,496
Interest on participant loans2019-12-31$53,238
Value of interest in common/collective trusts at end of year2019-12-31$853,677
Value of interest in common/collective trusts at beginning of year2019-12-31$1,407,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$23,241
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$165,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$165,008
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,899,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,882,531
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$5,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,665,809
Net investment gain or loss from common/collective trusts2019-12-31$30,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,924,825
Employer contributions (assets) at end of year2019-12-31$1,174,575
Employer contributions (assets) at beginning of year2019-12-31$1,088,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,860,607
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SMITH & HOWARD, PC
Accountancy firm EIN2019-12-31581250486
2018 : MINGLEDORFF'S, INC. SAVINGS INCENTIVE PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,052,965
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,253,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,168,378
Value of total corrective distributions2018-12-31$3,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,260,700
Value of total assets at end of year2018-12-31$56,789,002
Value of total assets at beginning of year2018-12-31$56,989,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$81,428
Total interest from all sources2018-12-31$42,094
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,572,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,572,165
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$11,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,307,885
Participant contributions at end of year2018-12-31$953,289
Participant contributions at beginning of year2018-12-31$877,092
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,162,074
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,196,418
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$148,241
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$131,437
Other income not declared elsewhere2018-12-31$-137,825
Administrative expenses (other) incurred2018-12-31$81,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-200,837
Value of net assets at end of year (total assets less liabilities)2018-12-31$56,789,002
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$56,989,839
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$49,130,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$50,418,166
Interest on participant loans2018-12-31$42,094
Value of interest in common/collective trusts at end of year2018-12-31$1,407,589
Value of interest in common/collective trusts at beginning of year2018-12-31$407,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$165,008
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,263
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,882,531
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,186,078
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$14,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,706,280
Net investment gain or loss from common/collective trusts2018-12-31$22,111
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$2,804,574
Employer contributions (assets) at end of year2018-12-31$1,088,015
Employer contributions (assets) at beginning of year2018-12-31$901,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,022,190
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31SMITH & HOWARD, PC
Accountancy firm EIN2018-12-31581250486
2017 : MINGLEDORFF'S, INC. SAVINGS INCENTIVE PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$13,015,784
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,859,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,806,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,484,173
Value of total assets at end of year2017-12-31$56,989,839
Value of total assets at beginning of year2017-12-31$49,833,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$52,974
Total interest from all sources2017-12-31$34,418
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,154,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,154,197
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$11,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,008,004
Participant contributions at end of year2017-12-31$877,092
Participant contributions at beginning of year2017-12-31$750,605
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,196,418
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$398,785
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$7,129
Other income not declared elsewhere2017-12-31$213,158
Administrative expenses (other) incurred2017-12-31$52,974
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,156,702
Value of net assets at end of year (total assets less liabilities)2017-12-31$56,989,839
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$49,833,137
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$50,418,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$38,802,860
Interest on participant loans2017-12-31$33,457
Value of interest in common/collective trusts at end of year2017-12-31$407,695
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,263
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$961
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,186,078
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$7,772,181
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$2,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,125,630
Net investment gain or loss from common/collective trusts2017-12-31$4,208
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$2,469,040
Employer contributions (assets) at end of year2017-12-31$901,127
Employer contributions (assets) at beginning of year2017-12-31$2,108,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,803,276
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31SMITH & HOWARD, PC
Accountancy firm EIN2017-12-31581250486
2016 : MINGLEDORFF'S, INC. SAVINGS INCENTIVE PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$7,673,648
Total of all expenses incurred2016-12-31$1,983,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,689,491
Value of total corrective distributions2016-12-31$12,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,875,479
Value of total assets at end of year2016-12-31$49,833,137
Value of total assets at beginning of year2016-12-31$44,142,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$281,079
Total interest from all sources2016-12-31$33,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$20,631
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,650,698
Participant contributions at end of year2016-12-31$750,605
Participant contributions at beginning of year2016-12-31$794,440
Assets. Other investments not covered elsewhere at end of year2016-12-31$398,785
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$382,916
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$116,075
Other income not declared elsewhere2016-12-31$15,869
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$5,690,141
Value of net assets at end of year (total assets less liabilities)2016-12-31$49,833,137
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$44,142,996
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
Investment advisory and management fees2016-12-31$82,704
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$38,802,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$33,773,374
Interest on participant loans2016-12-31$33,887
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$7,772,181
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$7,320,058
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$10,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,748,413
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$2,108,706
Employer contributions (assets) at end of year2016-12-31$2,108,706
Employer contributions (assets) at beginning of year2016-12-31$1,872,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,678,560
Contract administrator fees2016-12-31$177,744
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 name2016-12-31SMITH & HOWARD , PC
Accountancy firm EIN2016-12-31581250486
2015 : MINGLEDORFF'S, INC. SAVINGS INCENTIVE PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$4,634,839
Total of all expenses incurred2015-12-31$2,486,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,164,254
Value of total corrective distributions2015-12-31$38,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,234,263
Value of total assets at end of year2015-12-31$44,142,996
Value of total assets at beginning of year2015-12-31$41,994,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$283,072
Total interest from all sources2015-12-31$33,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$18,168
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,331,419
Participant contributions at end of year2015-12-31$794,440
Participant contributions at beginning of year2015-12-31$681,548
Assets. Other investments not covered elsewhere at end of year2015-12-31$382,916
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$372,046
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$30,636
Other income not declared elsewhere2015-12-31$10,869
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$2,148,570
Value of net assets at end of year (total assets less liabilities)2015-12-31$44,142,996
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$41,994,426
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$77,514
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$33,773,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$31,883,175
Interest on participant loans2015-12-31$33,134
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$7,320,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$7,420,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$356,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,872,208
Employer contributions (assets) at end of year2015-12-31$1,872,208
Employer contributions (assets) at beginning of year2015-12-31$1,636,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,164,254
Contract administrator fees2015-12-31$187,390
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 name2015-12-31SMITH & HOWARD
Accountancy firm EIN2015-12-31581250486
2014 : MINGLEDORFF'S, INC. SAVINGS INCENTIVE PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$6,160,947
Total of all expenses incurred2014-12-31$2,459,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,167,484
Value of total corrective distributions2014-12-31$33,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,725,282
Value of total assets at end of year2014-12-31$41,994,426
Value of total assets at beginning of year2014-12-31$38,292,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$257,958
Total interest from all sources2014-12-31$31,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$16,642
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,056,433
Participant contributions at end of year2014-12-31$681,548
Participant contributions at beginning of year2014-12-31$599,530
Participant contributions at beginning of year2014-12-31$80,912
Assets. Other investments not covered elsewhere at end of year2014-12-31$372,046
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$340,238
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$31,433
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$9,954
Other income not declared elsewhere2014-12-31$31,808
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$3,701,702
Value of net assets at end of year (total assets less liabilities)2014-12-31$41,994,426
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$38,292,724
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
Investment advisory and management fees2014-12-31$74,115
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$31,883,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$28,373,428
Interest on participant loans2014-12-31$31,521
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$7,420,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$7,589,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,372,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,637,416
Employer contributions (assets) at end of year2014-12-31$1,636,875
Employer contributions (assets) at beginning of year2014-12-31$1,299,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,167,484
Contract administrator fees2014-12-31$167,201
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 name2014-12-31SMITH & HOWARD
Accountancy firm EIN2014-12-31581250486
2013 : MINGLEDORFF'S, INC. SAVINGS INCENTIVE PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$8,508,562
Total of all expenses incurred2013-12-31$4,048,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,719,124
Value of total corrective distributions2013-12-31$99,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,072,590
Value of total assets at end of year2013-12-31$38,292,724
Value of total assets at beginning of year2013-12-31$33,832,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$229,185
Total interest from all sources2013-12-31$29,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$17,971
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,721,958
Participant contributions at end of year2013-12-31$599,530
Participant contributions at beginning of year2013-12-31$668,834
Participant contributions at end of year2013-12-31$80,912
Assets. Other investments not covered elsewhere at end of year2013-12-31$340,238
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$481,364
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$51,494
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$9,954
Other income not declared elsewhere2013-12-31$34,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,460,470
Value of net assets at end of year (total assets less liabilities)2013-12-31$38,292,724
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$33,832,254
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
Investment advisory and management fees2013-12-31$74,037
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$28,373,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$25,200,307
Interest on participant loans2013-12-31$29,713
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$7,589,524
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$6,643,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,371,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,299,138
Employer contributions (assets) at end of year2013-12-31$1,299,138
Employer contributions (assets) at beginning of year2013-12-31$838,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,719,124
Contract administrator fees2013-12-31$137,177
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 name2013-12-31SMITH & HOWARD
Accountancy firm EIN2013-12-31581250486
2012 : MINGLEDORFF'S, INC. SAVINGS INCENTIVE PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$6,525,292
Total of all expenses incurred2012-12-31$2,815,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,586,072
Value of total corrective distributions2012-12-31$71,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,488,235
Value of total assets at end of year2012-12-31$33,832,254
Value of total assets at beginning of year2012-12-31$30,122,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$158,208
Total interest from all sources2012-12-31$32,803
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$17,455
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,649,859
Participant contributions at end of year2012-12-31$668,834
Participant contributions at beginning of year2012-12-31$583,633
Assets. Other investments not covered elsewhere at end of year2012-12-31$481,364
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$577,711
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$58,911
Other income not declared elsewhere2012-12-31$29,604
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,709,813
Value of net assets at end of year (total assets less liabilities)2012-12-31$33,832,254
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$30,122,441
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
Investment advisory and management fees2012-12-31$37,329
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$25,200,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$25,978,932
Interest on participant loans2012-12-31$32,803
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$65,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$65,993
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$6,643,373
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,099,956
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,974,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$838,376
Employer contributions (assets) at end of year2012-12-31$838,376
Employer contributions (assets) at beginning of year2012-12-31$816,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,527,161
Contract administrator fees2012-12-31$103,424
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 name2012-12-31SMITH & HOWARD
Accountancy firm EIN2012-12-31581250486
2011 : MINGLEDORFF'S, INC. SAVINGS INCENTIVE PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,559,888
Total of all expenses incurred2011-12-31$1,424,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,232,750
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,387,195
Value of total assets at end of year2011-12-31$30,122,441
Value of total assets at beginning of year2011-12-31$29,986,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$191,659
Total interest from all sources2011-12-31$30,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$16,762
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,545,385
Participant contributions at end of year2011-12-31$583,633
Participant contributions at beginning of year2011-12-31$546,391
Assets. Other investments not covered elsewhere at end of year2011-12-31$577,711
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$565,761
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$25,594
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$50,921
Other income not declared elsewhere2011-12-31$11,950
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$135,479
Value of net assets at end of year (total assets less liabilities)2011-12-31$30,122,441
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$29,986,962
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
Investment advisory and management fees2011-12-31$17,237
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$25,978,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$25,887,065
Interest on participant loans2011-12-31$30,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$65,993
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$53,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$53,074
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,099,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,785,596
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-869,556
Net gain/loss from 103.12 investment entities2011-12-31$0
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
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$816,216
Employer contributions (assets) at end of year2011-12-31$816,216
Employer contributions (assets) at beginning of year2011-12-31$1,149,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,181,829
Contract administrator fees2011-12-31$157,660
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 name2011-12-31SMITH & HOWARD
Accountancy firm EIN2011-12-31581250486
2010 : MINGLEDORFF'S, INC. SAVINGS INCENTIVE PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$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$5,951,531
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$878,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$647,703
Value of total corrective distributions2010-12-31$58,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,559,187
Value of total assets at end of year2010-12-31$29,986,962
Value of total assets at beginning of year2010-12-31$24,913,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$172,083
Total interest from all sources2010-12-31$33,106
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
Administrative expenses professional fees incurred2010-12-31$15,570
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,398,302
Participant contributions at end of year2010-12-31$546,391
Participant contributions at beginning of year2010-12-31$549,497
Participant contributions at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$565,761
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$492,233
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$11,810
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$5,073,478
Value of net assets at end of year (total assets less liabilities)2010-12-31$29,986,962
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$24,913,484
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
Investment advisory and management fees2010-12-31$14,042
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$25,887,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$21,930,410
Income. Interest from loans (other than to participants)2010-12-31$33,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$53,074
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$52,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$52,544
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,785,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,542,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,359,238
Net gain/loss from 103.12 investment entities2010-12-31$3,359,238
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$1,149,075
Employer contributions (assets) at end of year2010-12-31$1,149,075
Employer contributions (assets) at beginning of year2010-12-31$345,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$647,703
Contract administrator fees2010-12-31$142,471
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 name2010-12-31SMITH & HOWARD PC
Accountancy firm EIN2010-12-31581250486
2009 : MINGLEDORFF'S, INC. SAVINGS INCENTIVE 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 MINGLEDORFF'S, INC. SAVINGS INCENTIVE PLAN

2022: MINGLEDORFF'S, INC. SAVINGS INCENTIVE 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: MINGLEDORFF'S, INC. SAVINGS INCENTIVE 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: MINGLEDORFF'S, INC. SAVINGS INCENTIVE 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: MINGLEDORFF'S, INC. SAVINGS INCENTIVE 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: MINGLEDORFF'S, INC. SAVINGS INCENTIVE 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: MINGLEDORFF'S, INC. SAVINGS INCENTIVE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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: MINGLEDORFF'S, INC. SAVINGS INCENTIVE 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: MINGLEDORFF'S, INC. SAVINGS INCENTIVE 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: MINGLEDORFF'S, INC. SAVINGS INCENTIVE 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: MINGLEDORFF'S, INC. SAVINGS INCENTIVE 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: MINGLEDORFF'S, INC. SAVINGS INCENTIVE 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: MINGLEDORFF'S, INC. SAVINGS INCENTIVE 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
2009: MINGLEDORFF'S, INC. SAVINGS INCENTIVE 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number294
Policy instance 1
Insurance contract or identification number294
Number of Individuals Covered6
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberVLO-317
Policy instance 3
Insurance contract or identification numberVLO-317
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-TP-EUOL
Policy instance 2
Insurance contract or identification numberGAP-TP-EUOL
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number294
Policy instance 1
Insurance contract or identification number294
Number of Individuals Covered7
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberVLO-317
Policy instance 3
Insurance contract or identification numberVLO-317
Number of Individuals Covered4
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-TP-EUOL
Policy instance 2
Insurance contract or identification numberGAP-TP-EUOL
Number of Individuals Covered72
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number294
Policy instance 1
Insurance contract or identification number294
Number of Individuals Covered6
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number294
Policy instance 1
Insurance contract or identification number294
Number of Individuals Covered7
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-TP-EUOL
Policy instance 2
Insurance contract or identification numberGAP-TP-EUOL
Number of Individuals Covered73
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberVLO-317
Policy instance 3
Insurance contract or identification numberVLO-317
Number of Individuals Covered4
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-TP-EU0L
Policy instance 2
Insurance contract or identification numberGAP-TP-EU0L
Number of Individuals Covered85
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number294
Policy instance 1
Insurance contract or identification number294
Number of Individuals Covered9
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-TP-EU0L
Policy instance 1
Insurance contract or identification numberGAP-TP-EU0L
Number of Individuals Covered500
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $24,938
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $24,938
Insurance broker organization code?3
Insurance broker nameINVEST FINANCIAL CORPORATION
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-Y2-ER9N
Policy instance 2
Insurance contract or identification numberGAP-Y2-ER9N
Number of Individuals Covered500
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number294
Policy instance 3
Insurance contract or identification number294
Number of Individuals Covered9
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-Y2-ER9N
Policy instance 1
Insurance contract or identification numberGAP-Y2-ER9N
Number of Individuals Covered460
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number294
Policy instance 2
Insurance contract or identification number294
Number of Individuals Covered9
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Commission paid to Insurance BrokerUSD $3
Insurance broker organization code?3
Insurance broker nameJAMES CASWELL
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-TP-EU0L
Policy instance 3
Insurance contract or identification numberGAP-TP-EU0L
Number of Individuals Covered460
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $25,903
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $25,903
Insurance broker organization code?3
Insurance broker nameINVEST FINANCIAL CORPORATION
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number294
Policy instance 2
Insurance contract or identification number294
Number of Individuals Covered12
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $27
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Commission paid to Insurance BrokerUSD $27
Insurance broker organization code?3
Insurance broker nameJAMES CASWELL
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-Y2-ER9N
Policy instance 1
Insurance contract or identification numberGAP-Y2-ER9N
Number of Individuals Covered414
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-TP-EU0L
Policy instance 3
Insurance contract or identification numberGAP-TP-EU0L
Number of Individuals Covered414
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $23,478
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $23,478
Insurance broker organization code?3
Insurance broker nameINVEST FINANCIAL CORPORATION
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-Y2-BX37
Policy instance 1
Insurance contract or identification numberGAP-Y2-BX37
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,179
Total amount of fees paid to insurance companyUSD $2,045
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $8,179
Amount paid for insurance broker fees2045
Additional information about fees paid to insurance brokerADVISORY SERVICES
Insurance broker organization code?5
Insurance broker nameINVEST FINANCIAL CORPORATION
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-TP-EU0L
Policy instance 3
Insurance contract or identification numberGAP-TP-EU0L
Number of Individuals Covered405
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,111
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $5,111
Insurance broker organization code?3
Insurance broker nameINVEST FINANCIAL CORPORATION
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number294
Policy instance 2
Insurance contract or identification number294
Number of Individuals Covered12
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $33
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Commission paid to Insurance BrokerUSD $33
Insurance broker organization code?3
Insurance broker nameJAMES CASWELL
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number294
Policy instance 2
Insurance contract or identification number294
Number of Individuals Covered12
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $35
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-Y2-BX37
Policy instance 1
Insurance contract or identification numberGAP-Y2-BX37
Number of Individuals Covered386
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $12,251
Total amount of fees paid to insurance companyUSD $3,063
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number294
Policy instance 2
Insurance contract or identification number294
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Insurance broker organization code?3
Insurance broker nameJAMES CASWELL
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-Y2-BX37
Policy instance 1
Insurance contract or identification numberGAP-Y2-BX37
Number of Individuals Covered328
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $13,035
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,607
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION SERVICES
Insurance broker organization code?5
Insurance broker nameINVEST FINANCIAL CORPORATION

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