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J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS PLAN 401k Plan overview

Plan NameJ.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS PLAN
Plan identification number 002

J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS 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.
  • 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

METAL INDUSTRIES, LLC has sponsored the creation of one or more 401k plans.

Company Name:METAL INDUSTRIES, LLC
Employer identification number (EIN):590595850
NAIC Classification:332900

Additional information about METAL INDUSTRIES, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1949-03-07
Company Identification Number: 157352
Legal Registered Office Address: 1201 HAYS STREET

TALLAHASSEE

32301

More information about METAL INDUSTRIES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01JL FASENMYER
0022017-01-01J L FASENMYER
0022016-01-01JL FASENMYER
0022015-01-01J L FASENMYER
0022014-01-01J L FASENMYER
0022013-01-01J L FASENMYER
0022012-01-01J L FASENMYER
0022011-01-01J L FASENMYER
0022009-01-01JANET FASENMYER

Plan Statistics for J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS PLAN

401k plan membership statisitcs for J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS PLAN

Measure Date Value
2021: J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01410
Total number of active participants reported on line 7a of the Form 55002021-01-01291
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01104
Total of all active and inactive participants2021-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01395
Number of participants with account balances2021-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01300
Total number of active participants reported on line 7a of the Form 55002020-01-01309
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01101
Total of all active and inactive participants2020-01-01410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01410
Number of participants with account balances2020-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01405
Total number of active participants reported on line 7a of the Form 55002019-01-01183
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01117
Total of all active and inactive participants2019-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01300
Number of participants with account balances2019-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01401
Total number of active participants reported on line 7a of the Form 55002018-01-01288
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01117
Total of all active and inactive participants2018-01-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01405
Number of participants with account balances2018-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01412
Total number of active participants reported on line 7a of the Form 55002017-01-01282
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01119
Total of all active and inactive participants2017-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01401
Number of participants with account balances2017-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01426
Total number of active participants reported on line 7a of the Form 55002016-01-01273
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01139
Total of all active and inactive participants2016-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01412
Number of participants with account balances2016-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01471
Total number of active participants reported on line 7a of the Form 55002015-01-01272
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01154
Total of all active and inactive participants2015-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01426
Number of participants with account balances2015-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,191
Total number of active participants reported on line 7a of the Form 55002014-01-01266
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01205
Total of all active and inactive participants2014-01-01471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01471
Number of participants with account balances2014-01-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,266
Total number of active participants reported on line 7a of the Form 55002013-01-011,993
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01198
Total of all active and inactive participants2013-01-012,191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,191
Number of participants with account balances2013-01-01524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,373
Total number of active participants reported on line 7a of the Form 55002012-01-011,999
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01267
Total of all active and inactive participants2012-01-012,266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,266
Number of participants with account balances2012-01-011,318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,525
Total number of active participants reported on line 7a of the Form 55002011-01-011,973
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01400
Total of all active and inactive participants2011-01-012,373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,373
Number of participants with account balances2011-01-011,559
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,131
Total number of active participants reported on line 7a of the Form 55002009-01-011,358
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01433
Total of all active and inactive participants2009-01-011,792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,792
Number of participants with account balances2009-01-011,792
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS PLAN

Measure Date Value
2021 : J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS 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$24,749
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$2,425,353
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$786,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$720,200
Value of total corrective distributions2021-12-31$13,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$964,703
Value of total assets at end of year2021-12-31$13,729,260
Value of total assets at beginning of year2021-12-31$12,065,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$52,784
Total interest from all sources2021-12-31$1,737
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$443,652
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$443,652
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
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$704,877
Participant contributions at end of year2021-12-31$43,522
Participant contributions at beginning of year2021-12-31$24,790
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$87,566
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$24,749
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,639,107
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,704,511
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,065,404
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$13,573,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,933,527
Value of interest in pooled separate accounts at end of year2021-12-31$19,094
Value of interest in pooled separate accounts at beginning of year2021-12-31$13,142
Interest on participant loans2021-12-31$1,737
Value of interest in common/collective trusts at end of year2021-12-31$92,965
Value of interest in common/collective trusts at beginning of year2021-12-31$93,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,002,105
Net investment gain/loss from pooled separate accounts2021-12-31$10,448
Net investment gain or loss from common/collective trusts2021-12-31$2,708
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$172,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$720,200
Contract administrator fees2021-12-31$52,784
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 name2021-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2021-12-31263429295
2020 : J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$8,824
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,048,876
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,055,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,038,621
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$761,106
Value of total assets at end of year2020-12-31$12,065,404
Value of total assets at beginning of year2020-12-31$16,080,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$16,641
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$27,960
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$273,586
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$273,586
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$610,271
Participant contributions at end of year2020-12-31$24,790
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$-56,285
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$-4,006,386
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,065,404
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,071,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,933,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,719,263
Value of interest in pooled separate accounts at end of year2020-12-31$13,142
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,285,151
Interest on participant loans2020-12-31$193
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$27,767
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$93,945
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,076,200
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$962,152
Net investment gain/loss from pooled separate accounts2020-12-31$79,290
Net investment gain or loss from common/collective trusts2020-12-31$1,067
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$150,835
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,038,621
Contract administrator fees2020-12-31$16,641
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$8,824
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2020-12-31263429295
2019 : J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS 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$8,824
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,814
Total income from all sources (including contributions)2019-12-31$3,560,161
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,799,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,682,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$725,895
Value of total assets at end of year2019-12-31$16,080,614
Value of total assets at beginning of year2019-12-31$14,321,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$116,972
Total interest from all sources2019-12-31$51,437
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$210,525
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$210,525
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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$575,492
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$229
Other income not declared elsewhere2019-12-31$30,390
Administrative expenses (other) incurred2019-12-31$116,972
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$1,760,593
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,071,790
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,311,197
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$11,719,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,995,903
Value of interest in pooled separate accounts at end of year2019-12-31$2,285,151
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,858,339
Interest earned on other investments2019-12-31$51,437
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,076,200
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,466,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,155,715
Net investment gain/loss from pooled separate accounts2019-12-31$386,199
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$150,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,682,596
Liabilities. Value of benefit claims payable at end of year2019-12-31$8,824
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$9,814
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 name2019-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2019-12-31263429295
2018 : J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS 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$9,814
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$32,491
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,222,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,102,252
Value of total corrective distributions2018-12-31$1,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$645,707
Value of total assets at end of year2018-12-31$14,321,011
Value of total assets at beginning of year2018-12-31$15,500,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$118,002
Total interest from all sources2018-12-31$51,973
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$233,311
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$233,311
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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$531,666
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$503
Other income not declared elsewhere2018-12-31$31,489
Administrative expenses (other) incurred2018-12-31$118,002
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,189,706
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,311,197
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,500,903
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$9,995,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,039,415
Value of interest in pooled separate accounts at end of year2018-12-31$1,858,339
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,892,548
Interest earned on other investments2018-12-31$51,973
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,466,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,541,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-846,257
Net investment gain/loss from pooled separate accounts2018-12-31$-83,732
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$113,538
Employer contributions (assets) at beginning of year2018-12-31$27,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,102,252
Liabilities. Value of benefit claims payable at end of year2018-12-31$9,814
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
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 name2018-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2018-12-31263429295
2017 : J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS 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$13,017
Total income from all sources (including contributions)2017-12-31$2,798,268
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,353,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,330,093
Value of total corrective distributions2017-12-31$618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$658,509
Value of total assets at end of year2017-12-31$15,500,903
Value of total assets at beginning of year2017-12-31$14,068,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$22,587
Total interest from all sources2017-12-31$44,547
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$158,489
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$158,489
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$495,355
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$9,082
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$13,017
Administrative expenses (other) incurred2017-12-31$22,587
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,444,970
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,500,903
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,055,933
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$11,039,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$1,892,548
Value of interest in pooled separate accounts at beginning of year2017-12-31$11,198,699
Interest earned on other investments2017-12-31$44,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,541,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,826,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$993,496
Net investment gain/loss from pooled separate accounts2017-12-31$943,227
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$163,154
Employer contributions (assets) at end of year2017-12-31$27,330
Employer contributions (assets) at beginning of year2017-12-31$34,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,330,093
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 name2017-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2017-12-31263429295
2016 : J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$13,017
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$9,743
Total income from all sources (including contributions)2016-12-31$1,393,846
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$834,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$819,004
Value of total corrective distributions2016-12-31$13,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$565,987
Value of total assets at end of year2016-12-31$14,068,950
Value of total assets at beginning of year2016-12-31$13,505,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,121
Total interest from all sources2016-12-31$34,081
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$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$447,030
Participant contributions at end of year2016-12-31$9,082
Participant contributions at beginning of year2016-12-31$4,239
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$23,611
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$13,017
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$9,743
Administrative expenses (other) incurred2016-12-31$2,121
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$559,704
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,055,933
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,496,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$11,198,699
Value of interest in pooled separate accounts at beginning of year2016-12-31$10,490,956
Interest earned on other investments2016-12-31$34,081
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,826,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,010,777
Net investment gain/loss from pooled separate accounts2016-12-31$793,778
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$95,346
Employer contributions (assets) at end of year2016-12-31$34,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$819,004
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 name2016-12-31BARLEY MCNAMARA WILD
Accountancy firm EIN2016-12-31273236857
2015 : J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,743
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$70,078
Total income from all sources (including contributions)2015-12-31$595,377
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,566,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,563,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$382,337
Value of total assets at end of year2015-12-31$13,505,972
Value of total assets at beginning of year2015-12-31$14,537,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,834
Total interest from all sources2015-12-31$40,008
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$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$323,220
Participant contributions at end of year2015-12-31$4,239
Participant contributions at beginning of year2015-12-31$16,163
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$59,117
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$9,743
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$70,078
Administrative expenses (other) incurred2015-12-31$3,834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-971,618
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,496,229
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,467,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$10,490,956
Value of interest in pooled separate accounts at beginning of year2015-12-31$11,128,860
Interest earned on other investments2015-12-31$40,008
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,010,777
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,392,902
Net investment gain/loss from pooled separate accounts2015-12-31$173,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,563,161
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 name2015-12-31BARLEY MCNAMARA WILD
Accountancy firm EIN2015-12-31273236857
2014 : J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$2,759,609
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$70,078
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$43,641
Total income from all sources (including contributions)2014-12-31$1,556,796
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,726,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,720,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$707,405
Value of total assets at end of year2014-12-31$14,537,925
Value of total assets at beginning of year2014-12-31$20,440,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,108
Total interest from all sources2014-12-31$75,606
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$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$573,451
Participant contributions at end of year2014-12-31$16,163
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$133,954
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$70,078
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$43,641
Administrative expenses (other) incurred2014-12-31$6,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-3,169,573
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,467,847
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$20,397,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$11,128,860
Value of interest in pooled separate accounts at beginning of year2014-12-31$14,194,905
Interest earned on other investments2014-12-31$75,606
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,392,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$6,245,765
Net investment gain/loss from pooled separate accounts2014-12-31$773,785
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,720,261
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 name2014-12-31BARLEY MCNAMARA WILD
Accountancy firm EIN2014-12-31273236857
2013 : J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$4,531,549
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$43,641
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$40,342
Total income from all sources (including contributions)2013-12-31$4,728,811
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$18,894,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$18,844,930
Value of total corrective distributions2013-12-31$21,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$959,602
Value of total assets at end of year2013-12-31$20,440,670
Value of total assets at beginning of year2013-12-31$39,134,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$27,546
Total interest from all sources2013-12-31$146,611
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$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$958,487
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$637
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$43,641
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$40,342
Administrative expenses (other) incurred2013-12-31$27,546
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-14,165,355
Value of net assets at end of year (total assets less liabilities)2013-12-31$20,397,029
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$39,093,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$14,194,905
Value of interest in pooled separate accounts at beginning of year2013-12-31$23,255,973
Interest earned on other investments2013-12-31$146,611
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$6,245,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$15,878,302
Net investment gain/loss from pooled separate accounts2013-12-31$3,622,598
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$478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$18,844,930
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 name2013-12-31GRANT THORNTON LLP
Accountancy firm EIN2013-12-31366055558
2012 : J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$40,342
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$27,785
Total income from all sources (including contributions)2012-12-31$7,186,127
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,673,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,634,086
Value of total corrective distributions2012-12-31$27,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,111,215
Value of total assets at end of year2012-12-31$39,134,275
Value of total assets at beginning of year2012-12-31$36,609,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,719
Total interest from all sources2012-12-31$310,314
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$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$1,856,368
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,254,847
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$40,342
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$27,785
Administrative expenses (other) incurred2012-12-31$11,719
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$2,512,537
Value of net assets at end of year (total assets less liabilities)2012-12-31$39,093,933
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$36,581,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$23,255,973
Value of interest in pooled separate accounts at beginning of year2012-12-31$20,677,119
Interest earned on other investments2012-12-31$310,314
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$15,878,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$15,932,062
Net investment gain/loss from pooled separate accounts2012-12-31$2,764,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,634,086
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 name2012-12-31GRANT THORNTON LLP
Accountancy firm EIN2012-12-31366055558
2011 : J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$27,785
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$47,888
Total income from all sources (including contributions)2011-12-31$1,890,650
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,140,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,135,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,946,957
Value of total assets at end of year2011-12-31$36,609,181
Value of total assets at beginning of year2011-12-31$37,879,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,199
Total interest from all sources2011-12-31$354,025
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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$1,946,895
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$27,785
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$47,888
Administrative expenses (other) incurred2011-12-31$5,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,249,807
Value of net assets at end of year (total assets less liabilities)2011-12-31$36,581,396
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$37,831,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$20,677,119
Value of interest in pooled separate accounts at beginning of year2011-12-31$22,203,086
Interest earned on other investments2011-12-31$354,025
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$15,932,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$15,676,005
Net investment gain/loss from pooled separate accounts2011-12-31$-410,332
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
Contributions received in cash from employer2011-12-31$62
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,135,258
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 name2011-12-31GRANT THORNTON LLP
Accountancy firm EIN2011-12-31366055558
2010 : J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS 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$47,888
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$40,273
Total income from all sources (including contributions)2010-12-31$5,408,269
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,411,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,405,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,029,022
Value of total assets at end of year2010-12-31$37,879,091
Value of total assets at beginning of year2010-12-31$35,874,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,232
Total interest from all sources2010-12-31$390,218
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$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$2,020,656
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$8,366
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$47,888
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$40,273
Other income not declared elsewhere2010-12-31$59,147
Administrative expenses (other) incurred2010-12-31$6,232
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$1,996,938
Value of net assets at end of year (total assets less liabilities)2010-12-31$37,831,203
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$35,834,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$22,203,086
Value of interest in pooled separate accounts at beginning of year2010-12-31$20,385,578
Interest earned on other investments2010-12-31$390,218
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$15,676,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$15,488,960
Net investment gain/loss from pooled separate accounts2010-12-31$2,929,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,405,099
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 name2010-12-31GRANT THORNTON LLP
Accountancy firm EIN2010-12-31366055558
2009 : J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS 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 J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS PLAN

2021: J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
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: J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
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: J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS 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: J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS 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: J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS 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: J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS 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: J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS 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: J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS 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: J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS 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: J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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: J.T. WALKER INDUSTRIES, INC. 401(K) SAVINGS 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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number819519
Policy instance 1
Insurance contract or identification number819519
Number of Individuals Covered395
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number819519
Policy instance 1
Insurance contract or identification number819519
Number of Individuals Covered410
Insurance policy start date2020-09-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038190
Policy instance 2
Insurance contract or identification number038190
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038190
Policy instance 1
Insurance contract or identification number038190
Number of Individuals Covered441
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038190
Policy instance 1
Insurance contract or identification number038190
Number of Individuals Covered405
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038190
Policy instance 1
Insurance contract or identification number038190
Number of Individuals Covered401
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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