401k Plan data: THE ACCUMULATOR 401(K) PLAN plan

THE ACCUMULATOR 401(K) PLAN 401k Plan overview

Plan Name	THE ACCUMULATOR 401(K) PLAN
Plan identification number	001

THE ACCUMULATOR 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

STAR GRANITE CO., INC. has sponsored the creation of one or more 401k plans.

Company Name: STAR GRANITE CO., INC.

Employer identification number (EIN): 581261661

NAIC Classification: 327900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ACCUMULATOR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 BROOKE NEAL 2023-03-22
001 2021-01-01 BROOKE NEAL 2022-04-27
001 2020-01-01 BROOKE NEAL 2021-05-10
001 2019-01-01 BROOKE NEAL 2020-06-02 MELANIE WILLIAMSON 2020-06-02
001 2018-01-01 MELANIE WILLIAMSON BROOKE NEAL 2019-07-22
001 2017-01-01 MELANIE WILLIAMSON DON HOLDEN 2018-07-25
001 2016-01-01 MELANIE WILLIAMSON DON HOLDEN 2017-07-24
001 2015-01-01 MELANIE WILLIAMSON DON HOLDEN 2016-07-11
001 2014-01-01 MELANIE WILLIAMSON DON HOLDEN 2015-07-16
001 2013-01-01 MELANIE WILLIAMSON 2015-07-16 DON HOLDEN 2015-07-16
001 2012-01-01 MELANIE WILLIAMSON 2013-10-15 MELINDA DYE 2013-10-15
001 2011-01-01 JOHN HENNIE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	BROOKE NEAL	2023-03-22
001	2021-01-01	BROOKE NEAL	2022-04-27
001	2020-01-01	BROOKE NEAL	2021-05-10
001	2019-01-01	BROOKE NEAL	2020-06-02	MELANIE WILLIAMSON	2020-06-02
001	2018-01-01	MELANIE WILLIAMSON		BROOKE NEAL	2019-07-22
001	2017-01-01	MELANIE WILLIAMSON		DON HOLDEN	2018-07-25
001	2016-01-01	MELANIE WILLIAMSON		DON HOLDEN	2017-07-24
001	2015-01-01	MELANIE WILLIAMSON		DON HOLDEN	2016-07-11
001	2014-01-01	MELANIE WILLIAMSON		DON HOLDEN	2015-07-16
001	2013-01-01	MELANIE WILLIAMSON	2015-07-16	DON HOLDEN	2015-07-16
001	2012-01-01	MELANIE WILLIAMSON	2013-10-15	MELINDA DYE	2013-10-15
001	2011-01-01	JOHN HENNIE

Plan Statistics for THE ACCUMULATOR 401(K) PLAN

401k plan membership statisitcs for THE ACCUMULATOR 401(K) PLAN

Measure Date Value
2018: THE ACCUMULATOR 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 49
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 23
Total of all active and inactive participants 2018-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 74
Number of participants with account balances 2018-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: THE ACCUMULATOR 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 168
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 6
Total of all active and inactive participants 2017-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 175
Number of participants with account balances 2017-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: THE ACCUMULATOR 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 150
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 155
Number of participants with account balances 2016-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE ACCUMULATOR 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 137
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 7
Total of all active and inactive participants 2015-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 144
Number of participants with account balances 2015-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: THE ACCUMULATOR 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 132
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 136
Number of participants with account balances 2014-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2011: THE ACCUMULATOR 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 90
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 90
Number of participants with account balances 2011-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2018: THE ACCUMULATOR 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	49
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	23
Total of all active and inactive participants	2018-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	74
Number of participants with account balances	2018-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: THE ACCUMULATOR 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	168
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	6
Total of all active and inactive participants	2017-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	175
Number of participants with account balances	2017-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: THE ACCUMULATOR 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	150
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	155
Number of participants with account balances	2016-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE ACCUMULATOR 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	137
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	7
Total of all active and inactive participants	2015-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	144
Number of participants with account balances	2015-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: THE ACCUMULATOR 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	132
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	136
Number of participants with account balances	2014-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2011: THE ACCUMULATOR 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	90
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	90
Number of participants with account balances	2011-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on THE ACCUMULATOR 401(K) PLAN

Measure	Date	Value
2018 : THE ACCUMULATOR 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$11,855
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$22,742
Total income from all sources (including contributions)	2018-12-31	$-76,775
Total of all expenses incurred	2018-12-31	$899,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$868,985
Value of total corrective distributions	2018-12-31	$11,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$125,802
Value of total assets at end of year	2018-12-31	$2,488,147
Value of total assets at beginning of year	2018-12-31	$3,474,889
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$18,240
Total interest from all sources	2018-12-31	$456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$250,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$87,316
Participant contributions at end of year	2018-12-31	$10,628
Participant contributions at beginning of year	2018-12-31	$3,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-975,855
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,476,292
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,452,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$18,240
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,438,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,348,327
Interest on participant loans	2018-12-31	$456
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$609
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$3,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$3,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-203,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$38,486
Employer contributions (assets) at end of year	2018-12-31	$38,486
Employer contributions (assets) at beginning of year	2018-12-31	$119,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$868,985
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$11,855
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$22,742
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SANTI & ASSOCIATES, PC
Accountancy firm EIN	2018-12-31	582019486
2017 : THE ACCUMULATOR 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$22,742
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$33,301
Total income from all sources (including contributions)	2017-12-31	$818,954
Total of all expenses incurred	2017-12-31	$28,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,684
Expenses. Certain deemed distributions of participant loans	2017-12-31	$908
Value of total corrective distributions	2017-12-31	$22,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$427,058
Value of total assets at end of year	2017-12-31	$3,474,889
Value of total assets at beginning of year	2017-12-31	$2,695,087
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,259
Total interest from all sources	2017-12-31	$329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$235,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$216,089
Participant contributions at end of year	2017-12-31	$3,740
Participant contributions at beginning of year	2017-12-31	$7,163
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$91,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$790,361
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,452,147
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,661,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$2,259
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,348,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,580,194
Interest on participant loans	2017-12-31	$329
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$3,040
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$5,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$5,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$391,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$119,782
Employer contributions (assets) at end of year	2017-12-31	$119,782
Employer contributions (assets) at beginning of year	2017-12-31	$102,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,684
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$22,742
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$33,301
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	SANTI & ASSOCIATES, PC
Accountancy firm EIN	2017-12-31	582019486
2016 : THE ACCUMULATOR 401(K) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$33,301
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$31,069
Total income from all sources (including contributions)	2016-12-31	$522,970
Total of all expenses incurred	2016-12-31	$150,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$111,225
Expenses. Certain deemed distributions of participant loans	2016-12-31	$4,414
Value of total corrective distributions	2016-12-31	$33,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$362,740
Value of total assets at end of year	2016-12-31	$2,695,087
Value of total assets at beginning of year	2016-12-31	$2,320,815
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,266
Total interest from all sources	2016-12-31	$634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$235,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$193,126
Participant contributions at end of year	2016-12-31	$7,163
Participant contributions at beginning of year	2016-12-31	$17,862
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$65,092
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$372,040
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,661,786
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,289,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,580,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,214,764
Interest on participant loans	2016-12-31	$634
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$5,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$159,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$104,522
Employer contributions (assets) at end of year	2016-12-31	$102,512
Employer contributions (assets) at beginning of year	2016-12-31	$88,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$111,225
Contract administrator fees	2016-12-31	$2,266
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$33,301
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$31,069
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	SANTI & ASSOCIATES, PC
Accountancy firm EIN	2016-12-31	582019486
2015 : THE ACCUMULATOR 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$31,069
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$28,737
Total income from all sources (including contributions)	2015-12-31	$192,592
Total of all expenses incurred	2015-12-31	$64,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$30,747
Value of total corrective distributions	2015-12-31	$31,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$240,837
Value of total assets at end of year	2015-12-31	$2,320,815
Value of total assets at beginning of year	2015-12-31	$2,189,980
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,273
Total interest from all sources	2015-12-31	$797
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$100,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$149,777
Participant contributions at end of year	2015-12-31	$17,862
Participant contributions at beginning of year	2015-12-31	$19,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$128,503
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,289,746
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,161,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,214,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,094,890
Interest on participant loans	2015-12-31	$797
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-49,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$91,060
Employer contributions (assets) at end of year	2015-12-31	$88,189
Employer contributions (assets) at beginning of year	2015-12-31	$75,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$30,747
Contract administrator fees	2015-12-31	$2,273
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$31,069
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$28,737
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	SANTI & ASSOCIATES, PC
Accountancy firm EIN	2015-12-31	582019486
2014 : THE ACCUMULATOR 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$28,737
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$27,160
Total income from all sources (including contributions)	2014-12-31	$317,342
Total of all expenses incurred	2014-12-31	$99,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$68,233
Value of total corrective distributions	2014-12-31	$28,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$219,044
Value of total assets at end of year	2014-12-31	$2,189,980
Value of total assets at beginning of year	2014-12-31	$1,970,497
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,466
Total interest from all sources	2014-12-31	$781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$100,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$143,715
Participant contributions at end of year	2014-12-31	$19,733
Participant contributions at beginning of year	2014-12-31	$17,406
Participant contributions at beginning of year	2014-12-31	$29
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$217,906
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,161,243
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,943,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,094,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,912,737
Interest on participant loans	2014-12-31	$781
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$97,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$75,329
Employer contributions (assets) at end of year	2014-12-31	$75,357
Employer contributions (assets) at beginning of year	2014-12-31	$40,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$68,233
Contract administrator fees	2014-12-31	$2,466
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$28,737
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$27,160
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	SANTI & ASSOCIATES, PC
Accountancy firm EIN	2014-12-31	582019486
2011 : THE ACCUMULATOR 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$142,345
Expenses. Total of all expenses incurred	2011-12-31	$53,598
Benefits paid (including direct rollovers)	2011-12-31	$53,148
Total plan assets at end of year	2011-12-31	$1,285,223
Total plan assets at beginning of year	2011-12-31	$1,196,476
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$100,148
Expenses. Other expenses not covered elsewhere	2011-12-31	$450
Other income received	2011-12-31	$-22,675
Net income (gross income less expenses)	2011-12-31	$88,747
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,285,223
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,196,476
Total contributions received or receivable from employer(s)	2011-12-31	$64,872
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0

Form 5500 Responses for THE ACCUMULATOR 401(K) PLAN

2018: THE ACCUMULATOR 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE ACCUMULATOR 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE ACCUMULATOR 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE ACCUMULATOR 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE ACCUMULATOR 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2011: THE ACCUMULATOR 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

Policy instance

Number of Individuals Covered	118
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $12,316
Total amount of fees paid to insurance company	USD $5,144
Commission paid to Insurance Broker	USD $12,316
Insurance broker organization code?	4
Amount paid for insurance broker fees	5144

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

Policy instance

Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $11,904
Total amount of fees paid to insurance company	USD $2,353
Commission paid to Insurance Broker	USD $11,904
Insurance broker organization code?	4
Amount paid for insurance broker fees	2353
Insurance broker name	TPS ANCILLARY SERVICES, LLC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

Policy instance

Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $8,839
Total amount of fees paid to insurance company	USD $3,219
Insurance broker organization code?	4
Insurance broker name	THE PENSION STUDIO

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

Policy instance

Number of Individuals Covered	128
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $8,181
Total amount of fees paid to insurance company	USD $3,363
Commission paid to Insurance Broker	USD $8,181
Insurance broker organization code?	4
Amount paid for insurance broker fees	3363
Insurance broker name	THE PENSION STUDIO

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-820870

Policy instance

Insurance contract or identification number	GA-820870
Number of Individuals Covered	54
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $3,747
Total amount of fees paid to insurance company	USD $1,259
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

Potentially related plans

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	STAR GRANITE CO., INC.
Employer identification number (EIN):	581261661
NAIC Classification:	327900